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/STIP/capital-change-brief"
Use Arkolith's capital_change_brief for STIP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.4B | 42.3M | ▲+40% Added · +12.1M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $323.1M | 3.1M | ▲+11% Added · +321K sh | Q1 2026 | |
| 3 | Modera Wealth Management, LLC | $252.7M | 2.4M | ▲+7.2% Added · +164K sh | Q1 2026 | |
| 4 | RITHOLTZ WEALTH MANAGEMENT | $249.2M | 2.4M | ▲+6.8% Added · +154K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $184.7M | 1.8M | ▲+12% Added · +194K sh | Q1 2026 | |
| 6 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $161.4M | 1.6M | ▲+114% Added · +830K sh | Q1 2026 | |
| 7 | COLDSTREAM CAPITAL MANAGEMENT INC | $150.3M | 1.5M | ▲+554% Added · +1.2M sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $137.9M | 1.3M | ▼−60% Reduced · −2.0M sh | Q1 2026 | |
| 9 | Wealthcare Advisory Partners LLC | $135.1M | 1.3M | ▲+9.4% Added · +113K sh | Q2 2026 | |
| 10 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $120.3M | 1.2M | ▲+3.9% Added · +44K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $116.4M | 1.1M | ▲+31% Added · +267K sh | Q1 2026 | |
| 12 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $101.8M | 984K | ▼−24% Reduced · −306K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $100.7M | 973K | ▲+17% Added · +138K sh | Q1 2026 | |
| 14 | SCS Capital Management LLC | $100.1M | 968K | ▲+78% Added · +425K sh | Q1 2026 | |
| 15 | Farther Finance Advisors, LLC | $97.6M | 946K | ▲+28% Added · +208K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $97.5M | 943K | ▼−30% Reduced · −411K sh | Q1 2026 | |
| 17 | WEALTHCARE CAPITAL MANAGEMENT LLC | $95.9M | 939K | ▲+2.3% Added · +21K sh | Q2 2026 | |
| 18 | FLPUTNAM INVESTMENT MANAGEMENT CO | $96.8M | 935K | ▲+2.3% Added · +21K sh | Q1 2026 | |
| 19 | Kestra Investment Management, LLC | $95.5M | 924K | ▲+347% Added · +717K sh | Q1 2026 | |
| 20 | Destination Wealth Management | $85.4M | 826K | ▲+3.5% Added · +28K sh | Q1 2026 | |
| 21 | MASECO LLP | $80.1M | 775K | ▲+5.6% Added · +41K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $79.9M | 773K | ▲+4.7% Added · +34K sh | Q1 2026 | |
| 23 | Haverford Trust Co | $73.3M | 708K | ▲+6.3% Added · +42K sh | Q1 2026 | |
| 24 | STATE STREET CORP | $67.5M | 653K | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 25 | Dynasty Wealth Management, LLC | $67.2M | 650K | ▼−41% Reduced · −444K 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 | 191 funds | $34.7B |
| NVIDIA CORPNVDA | 190 funds | $34.5B |
| MICROSOFT CORPMSFT | 190 funds | $29.9B |
| APPLE INCAAPL | 189 funds | $39.3B |
| ALPHABET INC-CL CGOOG | 189 funds | $13.0B |
| VISA INC-CLASS A SHARESV | 189 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 188 funds | $24.3B |
| AMAZON.COM INCAMZN | 188 funds | $21.3B |
| VANGUARD S&P 500 ETFVOO | 188 funds | $19.4B |
| JPMORGAN CHASE & COJPM | 188 funds | $13.9B |
| ELI LILLY & COLLY | 188 funds | $8.5B |
| EXXON MOBIL CORPXOM | 188 funds | $7.4B |
Ranked by how many of STIP'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 STIP. 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.