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/SUSL/capital-change-brief"
Use Arkolith's capital_change_brief for SUSL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $80.3M | 707K | ▼−3.5% Reduced · −26K sh | Q1 2026 | |
| 2 | FMR LLC | $51.7M | 455K | ▼−23% Reduced · −138K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $48.8M | 443K | ▼−0.2% Reduced · −827 sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $42.8M | 377K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 5 | Creative Planning | $23.3M | 205K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.6M | 201K | ▼−0.4% Reduced · −799 sh | Q2 2026 | |
| 7 | Allworth Financial LP | $21.7M | 191K | ▼−0.4% Reduced · −761 sh | Q1 2026 | |
| 8 | Pathstone Holdings, LLC | $13.0M | 114K | ▲+15% Added · +15K sh | Q1 2026 | |
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.5M | 86K | ▲+5.0% Added · +4K sh | Q2 2026 | |
| 10 | Trilogy Capital Inc. | $10.7M | 81K | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 11 | Robertson Stephens Wealth Management, LLC | $9.1M | 80K | ▲+10% Added · +7K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $9.0M | 80K | ▲+0.8% Added · +635 sh | Q1 2026 | |
| 13 | OneDigital Investment Advisors LLC | $8.8M | 77K | ▲+0.7% Added · +533 sh | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | $7.1M | 63K | ▲New +63K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $7.1M | 62K | ▼−31% Reduced · −28K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 52K | ▼−6.8% Reduced · −4K sh | Q1 2026 | |
| 17 | GeoWealth Management, LLC | $5.8M | 51K | ▼−9.6% Reduced · −5K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $4.7M | 42K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 19 | Aptus Capital Advisors, LLC | $4.6M | 40K | ▼−4.9% Reduced · −2K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $4.2M | 37K | ▲+43% Added · +11K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 32K | ▲+119% Added · +17K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $3.2M | 28K | ▼−4.1% Reduced · −1K sh | Q1 2026 | |
| 23 | Quantinno Capital Management LP | $2.9M | 25K | ▲New +25K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $2.7M | 24K | ▼−4.3% Reduced · −1K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.7M | 23K | ▼−1.5% Reduced · −361 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 | 54 funds | $14.6B |
| MICROSOFT CORPMSFT | 54 funds | $10.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 54 funds | $8.2B |
| ALPHABET INC-CL AGOOGL | 54 funds | $8.0B |
| ALPHABET INC-CL CGOOG | 54 funds | $5.1B |
| VANGUARD VALUE ETFVTV | 54 funds | $5.1B |
| JPMORGAN CHASE & COJPM | 54 funds | $4.6B |
| ISHARES MSCI USA QUALITY FACQUAL | 54 funds | $3.1B |
| ISHARES CORE MSCI EAFE ETFIEFA | 54 funds | $3.0B |
| ISHARES CORE MSCI EMERGINGIEMG | 54 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 54 funds | $2.8B |
| NVIDIA CORPNVDA | 53 funds | $14.2B |
Ranked by how many of SUSL'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 SUSL. 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.