This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SIO/capital-change-brief"
Use Arkolith's capital_change_brief for SIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $146.4M | 5.7M | ▲+0.5% Added · +26K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $16.4M | 640K | ▲+38% Added · +176K sh | Q1 2026 | |
| 3 | FFG RETIREMENT ADVISORS LLC | $5.4M | 209K | ▲+4.5% Added · +9K sh | Q2 2026 | |
| 4 | CITADEL ADVISORS LLC | $890K | 35K | ▼−30% Reduced · −15K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $592K | 23K | ▼−1.2% Reduced · −285 sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $424K | 17K | ▲+17% Added · +2K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $28K | 1K | ▲+17% Added · +160 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $18K | 689 | ▲+265% Added · +500 sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $3K | 99 | ▲New +99 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $59.5B |
| APPLE INCAAPL | 11 funds | $52.5B |
| NVIDIA CORPNVDA | 11 funds | $52.4B |
| MICROSOFT CORPMSFT | 11 funds | $46.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $37.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 11 funds | $34.5B |
| AMAZON.COM INCAMZN | 11 funds | $32.7B |
| ALPHABET INC-CL AGOOGL | 11 funds | $30.4B |
| BROADCOM INCAVGO | 11 funds | $30.4B |
| VANGUARD MID-CAP ETFVO | 11 funds | $23.7B |
| JPMORGAN CHASE & COJPM | 11 funds | $22.6B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $21.3B |
Ranked by how many of SIO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.