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/SUB/capital-change-brief"
Use Arkolith's capital_change_brief for SUB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.1B | 10.5M | ▲+27% Added · +2.2M sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $979.4M | 9.2M | ▲+8.3% Added · +707K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $630.1M | 5.9M | ▲+4.3% Added · +243K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $525.3M | 4.9M | ▼−4.2% Reduced · −214K sh | Q1 2026 | |
| 5 | UBS Group AG | $310.4M | 2.9M | ▲+147% Added · +1.7M sh | Q1 2026 | |
| 6 | Creative Planning | $309.4M | 2.9M | ▲+3.2% Added · +91K sh | Q1 2026 | |
| 7 | SEI INVESTMENTS CO | $304.6M | 2.9M | ▲+2.2% Added · +62K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $164.3M | 1.5M | ▲+11% Added · +154K sh | Q1 2026 | |
| 9 | CITIGROUP INC | $154.8M | 1.5M | ▲+4.4% Added · +61K sh | Q1 2026 | |
| 10 | FRANKLIN RESOURCES INC | $136.4M | 1.3M | ▲+0.9% Added · +11K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $111.7M | 1.0M | ▲+2.2% Added · +22K sh | Q1 2026 | |
| 12 | ALLSTATE CORP | $111.6M | 1.0M | ▼−32% Reduced · −500K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $110.5M | 1.0M | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 14 | Mariner, LLC | $94.1M | 884K | ▲+1.1% Added · +10K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $91.7M | 861K | ▲+24% Added · +167K sh | Q1 2026 | |
| 16 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $87.1M | 818K | ▲New +818K sh | Q1 2026 | |
| 17 | NISA INVESTMENT ADVISORS, LLC | $72.4M | 679K | ▲+0.7% Added · +5K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $67.5M | 634K | ▲+22% Added · +113K sh | Q1 2026 | |
| 19 | BANK OF MONTREAL /CAN/ | $67.4M | 633K | ▼−4.5% Reduced · −30K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $64.3M | 604K | ▼−5.8% Reduced · −37K sh | Q1 2026 | |
| 21 | Allworth Financial LP | $63.5M | 596K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $64.0M | 594K | ▲+8.4% Added · +46K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $62.6M | 587K | ▲+8.6% Added · +46K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $57.5M | 540K | ▼−12% Reduced · −74K sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $55.2M | 518K | ▲+8.6% Added · +41K 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 | 224 funds | $34.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 223 funds | $27.9B |
| ISHARES CORE S&P 500 ETFIVV | 222 funds | $55.0B |
| APPLE INCAAPL | 222 funds | $45.3B |
| META PLATFORMS INC-CLASS AMETA | 222 funds | $13.1B |
| NVIDIA CORPNVDA | 221 funds | $38.6B |
| AMAZON.COM INCAMZN | 221 funds | $24.3B |
| ALPHABET INC-CL AGOOGL | 221 funds | $22.1B |
| JPMORGAN CHASE & COJPM | 221 funds | $15.1B |
| VISA INC-CLASS A SHARESV | 221 funds | $8.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 220 funds | $20.3B |
| ALPHABET INC-CL CGOOG | 220 funds | $16.1B |
Ranked by how many of SUB'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 SUB. 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.