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/SUSB/capital-change-brief"
Use Arkolith's capital_change_brief for SUSB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $84.8M | 3.4M | ▲+7.9% Added · +247K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $40.8M | 1.6M | ▲+5.1% Added · +79K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $24.5M | 976K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 4 | EP Wealth Advisors, LLC | $17.6M | 701K | ▲+4.8% Added · +32K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $16.9M | 673K | ▼−15% Reduced · −116K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $16.8M | 671K | ▲+8.3% Added · +52K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $16.7M | 667K | ▲+2.5% Added · +16K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $15.3M | 609K | ▲+12% Added · +63K sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $14.4M | 576K | ▲+6.1% Added · +33K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $13.6M | 543K | ▲+12% Added · +57K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 528K | ▼−11% Reduced · −68K sh | Q1 2026 | |
| 12 | Wealthspire Advisors, LLC | $12.3M | 492K | ▼−2.8% Reduced · −14K sh | Q1 2026 | |
| 13 | Modera Wealth Management, LLC | $12.2M | 488K | ▲+1.5% Added · +7K sh | Q1 2026 | |
| 14 | Allworth Financial LP | $12.0M | 478K | ▲+7.3% Added · +33K sh | Q1 2026 | |
| 15 | UBS Group AG | $12.0M | 477K | ▲+8.7% Added · +38K sh | Q1 2026 | |
| 16 | ST GERMAIN D J CO INC | $11.8M | 472K | ▲+7.7% Added · +34K sh | Q1 2026 | |
| 17 | Baird Financial Group, Inc. | $11.7M | 467K | ▲+3.9% Added · +18K sh | Q1 2026 | |
| 18 | Perigon Wealth Management, LLC | $10.9M | 435K | ▼−9.5% Reduced · −46K sh | Q1 2026 | |
| 19 | Mariner, LLC | $10.5M | 419K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 20 | FLPUTNAM INVESTMENT MANAGEMENT CO | $9.4M | 376K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 21 | Destination Wealth Management | $9.0M | 361K | ▲+1.6% Added · +6K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $8.8M | 354K | ▼−11% Reduced · −43K sh | Q1 2026 | |
| 23 | Financial Engines Advisors L.L.C. | $8.2M | 328K | ▼−2.9% Reduced · −10K sh | Q1 2026 | |
| 24 | Integris Wealth Management, LLC | $7.6M | 304K | ▲+6.7% Added · +19K sh | Q2 2026 | |
| 25 | Apella Capital, LLC | $7.1M | 287K | ▲+2.0% Added · +6K sh | Q2 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 | 88 funds | $25.3B |
| NVIDIA CORPNVDA | 88 funds | $22.7B |
| MICROSOFT CORPMSFT | 88 funds | $19.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 88 funds | $16.5B |
| JPMORGAN CHASE & COJPM | 88 funds | $8.5B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $8.5B |
| JOHNSON & JOHNSONJNJ | 88 funds | $6.8B |
| ELI LILLY & COLLY | 88 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 88 funds | $4.8B |
| EXXON MOBIL CORPXOM | 88 funds | $4.5B |
| WALMART INCWMT | 88 funds | $4.5B |
| TESLA INCTSLA | 88 funds | $3.8B |
Ranked by how many of SUSB'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 SUSB. 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.