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/STRV/capital-change-brief"
Use Arkolith's capital_change_brief for STRV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OxenFree Capital LLC | $45.5M | 942K | ▲+1.0% Added · +9K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $25.7M | 612K | ▼−6.0% Reduced · −39K sh | Q1 2026 | |
| 3 | TRUIST FINANCIAL CORP | $18.8M | 448K | ▲+2.0% Added · +9K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $16.5M | 392K | ▼−4.5% Reduced · −19K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $11.2M | 268K | ▲+59% Added · +100K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $11.1M | 265K | ▲+4.5% Added · +11K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $10.3M | 252K | ▲+15% Added · +33K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 224K | ▲+11% Added · +23K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 206K | ▲+2.5% Added · +5K sh | Q1 2026 | |
| 10 | SECURED RETIREMENT ADVISORS, LLC | $8.6M | 179K | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $7.0M | 166K | ▲New +166K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $6.3M | 151K | ▲+4.0% Added · +6K sh | Q1 2026 | |
| 13 | Essex Financial Services, Inc. | $6.2M | 149K | ▼−2.4% Reduced · −4K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $5.8M | 138K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 15 | UBS Group AG | $5.2M | 124K | ▼−6.3% Reduced · −8K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $4.8M | 114K | ▼−9.3% Reduced · −12K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 105K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 18 | Visionary Wealth Advisors | $3.7M | 88K | ▼−0.3% Reduced · −232 sh | Q1 2026 | |
| 19 | WealthPlan Investment Management, LLC | $3.6M | 86K | ▲New +86K sh | Q1 2026 | |
| 20 | Sanctuary Advisors, LLC | $3.4M | 81K | —Held | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $3.1M | 75K | ▲+11% Added · +7K sh | Q1 2026 | |
| 22 | Creative Planning | $3.1M | 73K | ▲+0.5% Added · +379 sh | Q1 2026 | |
| 23 | Stenger Family Office, LLC | $3.3M | 68K | ▼−15% Reduced · −12K sh | Q2 2026 | |
| 24 | TRAPHAGEN INVESTMENT ADVISORS LLC | $2.6M | 55K | ▲+0.4% Added · +223 sh | Q2 2026 | |
| 25 | CreativeOne Wealth, LLC | $2.1M | 51K | ▲+53% Added · +18K 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 | 39 funds | $14.4B |
| NVIDIA CORPNVDA | 39 funds | $13.3B |
| MICROSOFT CORPMSFT | 39 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 39 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 39 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 39 funds | $5.1B |
| BROADCOM INCAVGO | 39 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $4.8B |
| VANGUARD VALUE ETFVTV | 39 funds | $3.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 39 funds | $3.1B |
| COSTCO WHOLESALE CORPCOST | 39 funds | $3.1B |
Ranked by how many of STRV'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 STRV. 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.