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/TAFI/capital-change-brief"
Use Arkolith's capital_change_brief for TAFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $571.4M | 22.7M | ▲+3.7% Added · +803K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $96.0M | 3.8M | ▲+5.1% Added · +186K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $68.5M | 2.7M | ▼−3.5% Reduced · −98K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $27.2M | 1.1M | ▲+12% Added · +115K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $15.3M | 608K | ▲+1.5% Added · +9K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $15.2M | 602K | ▲+171% Added · +379K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $13.8M | 549K | ▼−8.5% Reduced · −51K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 500K | ▲+184% Added · +324K sh | Q1 2026 | |
| 9 | UBS Group AG | $10.0M | 399K | ▼−3.1% Reduced · −13K sh | Q1 2026 | |
| 10 | SAGESPRING WEALTH PARTNERS, LLC | $9.8M | 391K | ▲+14% Added · +47K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $8.0M | 318K | ▼−64% Reduced · −570K sh | Q1 2026 | |
| 12 | EVOLVE PRIVATE WEALTH, LLC | $8.0M | 316K | ▲New +316K sh | Q1 2026 | |
| 13 | Aptus Capital Advisors, LLC | $7.1M | 282K | ▼−2.9% Reduced · −8K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $6.8M | 269K | ▲26× Added · +259K sh | Q1 2026 | |
| 15 | Quotient Wealth Partners, LLC | $6.0M | 236K | ▲+95% Added · +115K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $5.5M | 220K | ▲+30% Added · +50K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $5.4M | 214K | ▲New +214K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $5.2M | 208K | ▲+60% Added · +78K sh | Q1 2026 | |
| 19 | IHT Wealth Management, LLC | $4.9M | 194K | ▲+504% Added · +162K sh | Q1 2026 | |
| 20 | CWM, LLC | $4.6M | 181K | ▲+646% Added · +157K sh | Q1 2026 | |
| 21 | JOURNEY STRATEGIC WEALTH LLC | $4.3M | 170K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 22 | Ausdal Financial Partners, Inc. | $4.2M | 167K | ▲+8.5% Added · +13K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $4.0M | 159K | ▲+5.8% Added · +9K sh | Q1 2026 | |
| 24 | Fluent Financial, LLC | $4.0M | 158K | ▲+4.9% Added · +7K sh | Q2 2026 | |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.9M | 156K | ▲New +156K 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.
| Class | 13F holders | Value held |
|---|---|---|
| TAFIthis pageTAX AWARE SHRT | 70 funds | $963.3M |
| SYFISHORT DURATION H | 60 funds | $689.5M |
| YEARULTRA SHORT INCM | 58 funds | $1.2B |
| FWDSTOK | 57 funds | $1.5B |
| ILOWMF Closed and MF Open | 41 funds | $1.6B |
| TAFMTAX AWARE INTERM | 39 funds | $485.8M |
| HYFIMF Closed and MF Open | 38 funds | $247.2M |
| CAMFUND | 36 funds | $959.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $13.1B |
| NVIDIA CORPNVDA | 39 funds | $12.4B |
| MICROSOFT CORPMSFT | 39 funds | $11.0B |
| VANGUARD S&P 500 ETFVOO | 39 funds | $10.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 39 funds | $6.9B |
| BROADCOM INCAVGO | 39 funds | $4.8B |
| JPMORGAN CHASE & COJPM | 39 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 39 funds | $4.4B |
| ISHARES CORE MSCI EAFE ETFIEFA | 39 funds | $4.3B |
| VANGUARD GROWTH ETFVUG | 39 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 39 funds | $4.2B |
Ranked by how many of TAFI'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 TAFI. 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.