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/SUSA/capital-change-brief"
Use Arkolith's capital_change_brief for SUSA. 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/ | $193.0M | 1.5M | ▼−9.6% Reduced · −155K sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $140.7M | 1.1M | ▼−2.8% Reduced · −31K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $132.0M | 999K | ▼−1.2% Reduced · −12K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $90.9M | 688K | ▲+8.6% Added · +55K sh | Q1 2026 | |
| 5 | SPINNAKER TRUST | $75.6M | 573K | ▼−2.3% Reduced · −13K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $64.5M | 489K | ▲+0.9% Added · +5K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $64.4M | 487K | ▼−2.7% Reduced · −14K sh | Q1 2026 | |
| 8 | MISSION WEALTH MANAGEMENT, LP | $54.5M | 412K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 398K | ▲+30% Added · +92K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $50.7M | 394K | ▼−3.5% Reduced · −14K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $51.8M | 392K | ▲+3.5% Added · +13K sh | Q1 2026 | |
| 12 | M&T BANK CORP | $50.3M | 381K | ▼−27% Reduced · −140K sh | Q1 2026 | |
| 13 | UBS Group AG | $46.3M | 350K | ▼−6.8% Reduced · −25K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $40.6M | 307K | ▼−0.2% Reduced · −752 sh | Q1 2026 | |
| 15 | Shira Ridge Wealth Management | $44.5M | 288K | ▼−1.0% Reduced · −3K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $32.2M | 244K | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $26.2M | 198K | ▼−67% Reduced · −408K sh | Q1 2026 | |
| 18 | Baird Financial Group, Inc. | $24.4M | 185K | ▲+0.1% Added · +101 sh | Q1 2026 | |
| 19 | Mariner, LLC | $24.3M | 184K | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 20 | HM PAYSON & CO | $21.8M | 165K | ▼−7.3% Reduced · −13K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $17.2M | 130K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $12.8M | 97K | ▲+0.8% Added · +771 sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 93K | ▼−17% Reduced · −19K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $11.4M | 86K | ▲+3.3% Added · +3K sh | Q1 2026 | |
| 25 | US BANCORP \DE\ | $10.9M | 83K | ▲+7.5% Added · +6K 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 | 152 funds | $36.7B |
| MICROSOFT CORPMSFT | 152 funds | $35.5B |
| ISHARES CORE S&P 500 ETFIVV | 151 funds | $33.4B |
| VANGUARD S&P 500 ETFVOO | 150 funds | $23.3B |
| ALPHABET INC-CL AGOOGL | 150 funds | $22.5B |
| ALPHABET INC-CL CGOOG | 150 funds | $15.4B |
| JOHNSON & JOHNSONJNJ | 150 funds | $10.9B |
| VISA INC-CLASS A SHARESV | 150 funds | $8.4B |
| ORACLE CORPORCL | 150 funds | $3.5B |
| APPLE INCAAPL | 149 funds | $42.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 149 funds | $25.6B |
| AMAZON.COM INCAMZN | 149 funds | $23.0B |
Ranked by how many of SUSA'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 SUSA. 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.