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/STEW/capital-change-brief"
Use Arkolith's capital_change_brief for STEW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $37.0M | 2.2M | ▼−8.3% Reduced · −196K sh | Q1 2026 | |
| 2 | JP Wealth Management, Inc. | $28.2M | 1.6M | ▲+1.1% Added · +18K sh | Q2 2026 | |
| 3 | Pathstone Holdings, LLC | $15.6M | 910K | ▼−2.5% Reduced · −23K sh | Q1 2026 | |
| 4 | 1607 Capital Partners, LLC | $15.1M | 886K | ▲+2.3% Added · +20K sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | $12.3M | 722K | ▲+9.6% Added · +63K sh | Q1 2026 | |
| 6 | CSS LLC/IL | $7.9M | 462K | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | $7.3M | 426K | ▲+8.3% Added · +33K sh | Q1 2026 | |
| 8 | B. Riley Wealth Advisors, Inc. | $7.2M | 405K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 9 | Shaker Financial Services, LLC | $5.3M | 299K | ▲+4.3% Added · +12K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $4.8M | 279K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.8M | 223K | ▲+1.9% Added · +4K sh | Q1 2026 | |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $3.5M | 207K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $2.9M | 170K | ▼−13% Reduced · −25K sh | Q1 2026 | |
| 14 | EVOLVE PRIVATE WEALTH, LLC | $2.7M | 159K | ▼−0.4% Reduced · −710 sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $2.6M | 152K | ▼−0.2% Reduced · −328 sh | Q1 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $2.3M | 133K | ▼−2.4% Reduced · −3K sh | Q1 2026 | |
| 17 | Almitas Capital LLC | $2.0M | 117K | ▲+307% Added · +88K sh | Q1 2026 | |
| 18 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.9M | 112K | —Held | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $1.8M | 107K | ▼−6.1% Reduced · −7K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 107K | ▼−9.4% Reduced · −11K sh | Q1 2026 | |
| 21 | SouthState Bank Corp | $1.7M | 100K | —Held | Q1 2026 | |
| 22 | D.A. DAVIDSON & CO. | $1.4M | 84K | ▲+0.7% Added · +581 sh | Q1 2026 | |
| 23 | UBS Group AG | $1.3M | 79K | ▼−3.6% Reduced · −3K sh | Q1 2026 | |
| 24 | &PARTNERS | $1.3M | 78K | ▲+9.7% Added · +7K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $1.3M | 77K | ▲+18% Added · +12K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 41 funds | $13.1B |
| APPLE INCAAPL | 40 funds | $15.5B |
| AMAZON.COM INCAMZN | 40 funds | $10.8B |
| ALPHABET INC-CL AGOOGL | 40 funds | $8.6B |
| BROADCOM INCAVGO | 40 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $5.8B |
| TESLA INCTSLA | 40 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 40 funds | $2.9B |
| HOME DEPOT INCHD | 40 funds | $2.2B |
| NETFLIX INCNFLX | 40 funds | $1.6B |
| ORACLE CORPORCL | 40 funds | $1.3B |
| WALT DISNEY CO/THEDIS | 40 funds | $742.4M |
Ranked by how many of STEW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for STEW. 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.