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/SYLD/capital-change-brief"
Use Arkolith's capital_change_brief for SYLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $50.9M | 676K | ▲+4.8% Added · +31K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $31.2M | 414K | ▼−9.4% Reduced · −43K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $31.0M | 411K | ▲+1.8% Added · +7K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $28.6M | 379K | ▲+4.7% Added · +17K sh | Q1 2026 | |
| 5 | Revolve Wealth Partners, LLC | $29.6M | 374K | ▲+2.7% Added · +10K sh | Q2 2026 | |
| 6 | VestGen Advisors, LLC | $22.2M | 285K | ▼−9.1% Reduced · −28K sh | Q1 2026 | |
| 7 | ROTHSCHILD INVESTMENT LLC | $20.8M | 275K | ▲+11% Added · +28K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $18.9M | 251K | ▲+5.0% Added · +12K sh | Q1 2026 | |
| 9 | UBS Group AG | $18.7M | 248K | ▲+2.7% Added · +7K sh | Q1 2026 | |
| 10 | Compound Planning, Inc. | $15.2M | 201K | ▼−28% Reduced · −76K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 198K | ▼−15% Reduced · −34K sh | Q1 2026 | |
| 12 | ALM First Financial Advisors, LLC | $14.1M | 178K | ▼−34% Reduced · −91K sh | Q2 2026 | |
| 13 | Cambria Investment Management, L.P. | $12.5M | 165K | ▲+107% Added · +85K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $11.3M | 149K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 15 | Arkadios Wealth Advisors | $10.3M | 137K | ▲+3.8% Added · +5K sh | Q1 2026 | |
| 16 | CWM, LLC | $9.5M | 126K | ▼−8.4% Reduced · −11K sh | Q1 2026 | |
| 17 | Fermata Advisors, LLC | $7.9M | 100K | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $7.2M | 96K | ▲+6.2% Added · +6K sh | Q1 2026 | |
| 19 | Empowered Funds, LLC | $6.9M | 91K | ▲New +91K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 83K | ▼−15% Reduced · −15K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $5.7M | 76K | ▼−37% Reduced · −44K sh | Q1 2026 | |
| 22 | Breakwater Capital Group | $5.5M | 70K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 23 | Integrated Advisors Network LLC | $5.3M | 70K | ▲+79% Added · +31K sh | Q1 2026 | |
| 24 | Visionary Wealth Advisors | $5.2M | 69K | ▲+25% Added · +14K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $5.1M | 67K | ▼−14% Reduced · −11K 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 | 52 funds | $16.6B |
| NVIDIA CORPNVDA | 52 funds | $15.1B |
| MICROSOFT CORPMSFT | 52 funds | $12.1B |
| ALPHABET INC-CL AGOOGL | 52 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 52 funds | $6.0B |
| ALPHABET INC-CL CGOOG | 52 funds | $5.0B |
| VANGUARD VALUE ETFVTV | 52 funds | $4.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 52 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 52 funds | $3.5B |
| EXXON MOBIL CORPXOM | 52 funds | $3.3B |
| COSTCO WHOLESALE CORPCOST | 52 funds | $3.2B |
Ranked by how many of SYLD'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 SYLD. 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.