| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | $327.3M | 3.3M | ▲+15% Added · +427K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $2.2M | 22K | ▲+55% Added · +8K sh | Q1 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | $901K | 9K | ▲+8.4% Added · +697 sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $551K | 6K | ▲+103% Added · +3K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $283K | 3K | ▼−53% Reduced · −3K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $233K | 2K | ▼−14% Reduced · −370 sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $150K | 2K | ▲+200% Added · +1K sh | Q1 2026 | |
| 8 | HARBOUR INVESTMENTS, INC. | $62K | 624 | ▲New +624 sh | Q1 2026 | |
| 9 | UBS Group AG | $3K | 31 | ▼−74% Reduced · −88 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 |
|---|---|---|
| NVIDIA CORPNVDA | 4 funds | $4.7B |
| APPLE INCAAPL | 4 funds | $3.5B |
| MICROSOFT CORPMSFT | 4 funds | $2.8B |
| AMAZON.COM INCAMZN | 4 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 4 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 4 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 4 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $1.6B |
| BROADCOM INCAVGO | 4 funds | $1.5B |
| HOME DEPOT INCHD | 4 funds | $1.4B |
Ranked by how many of SOFR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SOFR/capital-change-brief"
Use Arkolith's capital_change_brief for SOFR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SOFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.