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/TCAF/capital-change-brief"
Use Arkolith's capital_change_brief for TCAF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $864.4M | 24.3M | ▲+27% Added · +5.2M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $573.9M | 16.1M | ▲+8.0% Added · +1.2M sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $199.9M | 5.6M | ▲+3.7% Added · +199K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $188.0M | 5.3M | ▲+0.9% Added · +49K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $144.9M | 4.1M | ▲+24% Added · +782K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $124.3M | 3.5M | ▼−1.1% Reduced · −38K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $120.2M | 3.4M | ▼−0.1% Reduced · −5K sh | Q1 2026 | |
| 8 | Baird Financial Group, Inc. | $98.2M | 2.8M | ▼−1.4% Reduced · −39K sh | Q1 2026 | |
| 9 | VOYA INVESTMENT MANAGEMENT LLC | $84.8M | 2.4M | ▼−6.4% Reduced · −163K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $80.9M | 2.3M | ▼−7.0% Reduced · −171K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $67.7M | 2.0M | ▲+20% Added · +324K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $67.7M | 1.9M | ▲+11% Added · +189K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $58.0M | 1.6M | ▼−8.0% Reduced · −141K sh | Q1 2026 | |
| 14 | Creative Planning | $57.7M | 1.6M | ▲66× Added · +1.6M sh | Q1 2026 | |
| 15 | Mesirow Financial Investment Management, Inc. | $54.4M | 1.5M | ▲+69% Added · +624K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $53.7M | 1.5M | ▲+8.9% Added · +124K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $51.3M | 1.4M | ▲+0.1% Added · +812 sh | Q1 2026 | |
| 18 | Modern Wealth Management, LLC | $45.7M | 1.3M | ▼−0.1% Reduced · −671 sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $51.7M | 1.2M | ▼−0.6% Reduced · −8K sh | Q2 2026 | |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | $43.2M | 1.2M | ▲+2.2% Added · +26K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $43.1M | 1.2M | ▼−7.8% Reduced · −102K sh | Q1 2026 | |
| 22 | LEVEL FOUR ADVISORY SERVICES, LLC | $42.5M | 1.2M | ▲+3.0% Added · +35K sh | Q1 2026 | |
| 23 | KINTRA WEALTH, LLC | $38.0M | 1.1M | ▲+3.6% Added · +37K sh | Q1 2026 | |
| 24 | UBS Group AG | $37.2M | 1.0M | ▲+3.5% Added · +35K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $32.0M | 899K | ▲+14% Added · +112K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 92 funds | $21.5B |
| MICROSOFT CORPMSFT | 92 funds | $16.5B |
| BROADCOM INCAVGO | 92 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 92 funds | $7.9B |
| WALMART INCWMT | 92 funds | $4.6B |
| ELI LILLY & COLLY | 92 funds | $4.3B |
| TESLA INCTSLA | 92 funds | $4.2B |
| VISA INC-CLASS A SHARESV | 92 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 92 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 92 funds | $4.1B |
| MICRON TECHNOLOGY INCMU | 92 funds | $3.3B |
| ABBVIE INCABBV | 92 funds | $3.1B |
Ranked by how many of TCAF'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 TCAF. 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.