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/TAN/capital-change-brief"
Use Arkolith's capital_change_brief for TAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $209.2M | 4.0M | ▲11× Added · +3.6M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $24.6M | 442K | ▼−5.3% Reduced · −25K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $18.1M | 325K | ▲+9.5% Added · +28K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $17.2M | 308K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 5 | MILLENNIUM MANAGEMENT LLC | $13.3M | 239K | ▲11× Added · +218K sh | Q1 2026 | |
| 6 | LMR Partners LLP | $13.0M | 233K | ▲34× Added · +226K sh | Q1 2026 | |
| 7 | Lake Hills Wealth Management, LLC | $12.8M | 216K | ▲+64% Added · +84K sh | Q2 2026 | |
| 8 | Decker Retirement Planning Inc. | $12.6M | 213K | ▲+22% Added · +38K sh | Q2 2026 | |
| 9 | AE Wealth Management LLC | $11.6M | 209K | ▲74× Added · +206K sh | Q1 2026 | |
| 10 | Humankind Investments LLC | $11.6M | 209K | ▲New +209K sh | Q1 2026 | |
| 11 | Wealth High Governance Asset Management Ltda. | $10.0M | 179K | ▼−55% Reduced · −219K sh | Q1 2026 | |
| 12 | UBS Group AG | $9.9M | 178K | ▲+83% Added · +81K sh | Q1 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $9.1M | 164K | ▲37× Added · +160K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.0M | 162K | ▲Added Added · +162K sh | Q1 2026 | |
| 15 | BARCLAYS PLC | $8.4M | 150K | ▲+34% Added · +38K sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $5.9M | 106K | ▲+241% Added · +75K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $5.6M | 101K | ▲+11% Added · +10K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $5.6M | 100K | ▲+5.6% Added · +5K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $5.5M | 99K | ▲+5.8% Added · +5K sh | Q1 2026 | |
| 20 | NWAM LLC | $5.0M | 91K | ▲+65% Added · +36K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $5.0M | 89K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $4.5M | 81K | ▲+64% Added · +32K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $4.4M | 79K | ▼−41% Reduced · −55K sh | Q1 2026 | |
| 24 | BW Gestao de Investimentos Ltda. | $3.9M | 70K | ▼−70% Reduced · −164K sh | Q1 2026 | |
| 25 | Wealth High Governance Capital Ltda | $3.9M | 70K | ▼−70% Reduced · −164K 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 |
|---|---|---|
| TESLA INCTSLA | 77 funds | $4.5B |
| ADVANCED MICRO DEVICESAMD | 77 funds | $1.9B |
| MICROSOFT CORPMSFT | 76 funds | $19.8B |
| AMAZON.COM INCAMZN | 76 funds | $14.9B |
| BROADCOM INCAVGO | 76 funds | $9.2B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $8.0B |
| VISA INC-CLASS A SHARESV | 76 funds | $5.5B |
| ELI LILLY & COLLY | 76 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 76 funds | $4.6B |
| CATERPILLAR INCCAT | 76 funds | $2.7B |
| QUALCOMM INCQCOM | 76 funds | $1.1B |
| APPLE INCAAPL | 75 funds | $23.7B |
Ranked by how many of TAN'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 TAN. 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.