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/SLYV/capital-change-brief"
Use Arkolith's capital_change_brief for SLYV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $489.1M | 5.2M | ▼−8.5% Reduced · −482K sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $102.5M | 1.1M | ▼−6.6% Reduced · −77K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $98.8M | 1.0M | ▼−24% Reduced · −325K sh | Q1 2026 | |
| 4 | NorthRock Partners, LLC | $75.5M | 798K | ▲+2.1% Added · +16K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $56.5M | 596K | ▼−16% Reduced · −117K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $52.6M | 556K | ▲+12% Added · +58K sh | Q1 2026 | |
| 7 | WCG Wealth Advisors LLC | $36.0M | 381K | ▲+2.8% Added · +10K sh | Q1 2026 | |
| 8 | Goelzer Investment Management, Inc. | $40.9M | 375K | ▼−53% Reduced · −417K sh | Q2 2026 | |
| 9 | Creative Planning | $33.6M | 355K | ▼−23% Reduced · −103K sh | Q1 2026 | |
| 10 | Fragasso Financial Advisors Inc | $33.3M | 305K | ▼−1.5% Reduced · −5K sh | Q2 2026 | |
| 11 | Equitable Holdings, Inc. | $27.3M | 300K | ▼−5.4% Reduced · −17K sh | Q1 2026 | |
| 12 | Cerity Partners LLC | $27.1M | 286K | ▼−1.2% Reduced · −4K sh | Q1 2026 | |
| 13 | Klingman & Associates, LLC | $26.6M | 281K | ▼−0.3% Reduced · −757 sh | Q1 2026 | |
| 14 | BRANDYWINE OAK PRIVATE WEALTH LLC | $30.4M | 278K | ▼−2.3% Reduced · −7K sh | Q2 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $24.7M | 262K | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $24.4M | 258K | ▼−4.1% Reduced · −11K sh | Q1 2026 | |
| 17 | Waverly Advisors, LLC | $22.3M | 236K | ▲+418% Added · +190K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $21.8M | 231K | ▲+6.7% Added · +15K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $21.5M | 228K | ▲+9.5% Added · +20K sh | Q1 2026 | |
| 20 | CANANDAIGUA NATIONAL BANK & TRUST CO | $23.9M | 219K | ▲+4.8% Added · +10K sh | Q2 2026 | |
| 21 | OpenArc Corporate Advisory, LLC | $20.7M | 219K | ▼−15% Reduced · −39K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $20.1M | 213K | ▼−61% Reduced · −330K sh | Q1 2026 | |
| 23 | FIRST NATIONAL TRUST CO | $19.8M | 209K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 24 | Wrenne Financial Planning LLC | $19.2M | 203K | ▲+3.4% Added · +7K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.1M | 198K | ▼−6.7% Reduced · −14K sh | Q2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 155 funds | $31.6B |
| MICROSOFT CORPMSFT | 155 funds | $27.2B |
| VANGUARD S&P 500 ETFVOO | 155 funds | $21.4B |
| ALPHABET INC-CL CGOOG | 155 funds | $12.4B |
| BROADCOM INCAVGO | 155 funds | $12.0B |
| JPMORGAN CHASE & COJPM | 155 funds | $11.2B |
| ELI LILLY & COLLY | 155 funds | $7.8B |
| EXXON MOBIL CORPXOM | 155 funds | $7.4B |
| WALMART INCWMT | 155 funds | $7.0B |
| VISA INC-CLASS A SHARESV | 155 funds | $6.3B |
| JOHNSON & JOHNSONJNJ | 155 funds | $6.3B |
| COSTCO WHOLESALE CORPCOST | 155 funds | $6.2B |
Ranked by how many of SLYV'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 SLYV. 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.