This stock 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/TBUX/capital-change-brief"
Use Arkolith's capital_change_brief for TBUX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $75.1M | 1.5M | ▲+7.9% Added · +111K sh | Q1 2026 | |
| 2 | MCF Advisors LLC | $21.0M | 422K | ▲New +422K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $20.8M | 418K | ▲+46% Added · +132K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $18.6M | 373K | ▲+27% Added · +79K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 268K | ▲+29% Added · +61K sh | Q1 2026 | |
| 6 | 3EDGE Asset Management, LP | $12.9M | 259K | ▲+878% Added · +232K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $12.6M | 253K | ▲+94% Added · +123K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $12.0M | 242K | ▲+15% Added · +31K sh | Q1 2026 | |
| 9 | Walker Financial Services, Inc. | $5.8M | 117K | ▼−6.4% Reduced · −8K sh | Q2 2026 | |
| 10 | Integrated Wealth Concepts LLC | $4.3M | 87K | ▲New +87K sh | Q1 2026 | |
| 11 | LAWOOD & CO | $3.6M | 72K | ▲+19% Added · +11K sh | Q2 2026 | |
| 12 | FISCHER INVESTMENT STRATEGIES, LLC | $3.6M | 71K | ▲+526% Added · +60K sh | Q1 2026 | |
| 13 | Essex Financial Services, Inc. | $3.4M | 67K | ▲+66% Added · +27K sh | Q1 2026 | |
| 14 | Blom & Howell Financial Planning, Inc. | $3.3M | 67K | ▼−1.4% Reduced · −984 sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $3.3M | 66K | ▲+60% Added · +25K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 65K | ▲+68% Added · +26K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 59K | ▲+57% Added · +22K sh | Q2 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $3.0M | 59K | ▲+790% Added · +53K sh | Q2 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $2.9M | 58K | ▲New +58K sh | Q1 2026 | |
| 20 | IHT Wealth Management, LLC | $2.7M | 55K | ▲New +55K sh | Q1 2026 | |
| 21 | 9823 Capital, L.P. | $2.5M | 49K | ▲+17% Added · +7K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $2.4M | 49K | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 23 | Allworth Financial LP | $2.3M | 46K | ▲+31% Added · +11K sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $2.3M | 46K | ▲+36% Added · +12K sh | Q1 2026 | |
| 25 | Focus Financial Network, Inc. | $2.2M | 44K | ▲+47% Added · +14K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $10.7B |
| NVIDIA CORPNVDA | 31 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $3.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 31 funds | $2.8B |
| SPDR GOLD SHARESGLD | 31 funds | $1.3B |
| SS SPDR BB 1-3M T-BILL ETFBIL | 31 funds | $1.2B |
| MICROSOFT CORPMSFT | 30 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 30 funds | $3.9B |
| VANGUARD S&P 500 ETFVOO | 30 funds | $3.1B |
| BROADCOM INCAVGO | 30 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 30 funds | $2.8B |
Ranked by how many of TBUX'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TBUX. 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.