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/TFI/capital-change-brief"
Use Arkolith's capital_change_brief for TFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $387.0M | 8.5M | ▲+21% Added · +1.5M sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $252.7M | 5.6M | ▲+4.3% Added · +232K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $142.5M | 3.1M | ▲+3.0% Added · +92K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $121.7M | 2.7M | ▲+12% Added · +293K sh | Q1 2026 | |
| 5 | UBS Group AG | $113.8M | 2.5M | ▲+404% Added · +2.0M sh | Q1 2026 | |
| 6 | Fisher Asset Management, LLC | $111.2M | 2.5M | ▼−2.3% Reduced · −58K sh | Q1 2026 | |
| 7 | BANK OF MONTREAL /CAN/ | $75.1M | 1.7M | ▼−19% Reduced · −395K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $73.8M | 1.6M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $49.2M | 1.1M | ▲+12% Added · +115K sh | Q1 2026 | |
| 10 | Arax Advisory Partners | $46.0M | 1.0M | ▲+199% Added · +675K sh | Q1 2026 | |
| 11 | Vestmark Advisory Solutions, Inc. | $42.8M | 945K | ▲New +945K sh | Q1 2026 | |
| 12 | Cerity Partners LLC | $41.9M | 924K | ▲175× Added · +919K sh | Q1 2026 | |
| 13 | Financial Engines Advisors L.L.C. | $34.1M | 751K | ▲+3.8% Added · +27K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $33.9M | 748K | ▲+46% Added · +236K sh | Q1 2026 | |
| 15 | IHT Wealth Management, LLC | $56.1M | 742K | ▼~0% Reduced · −263 sh | Q1 2026 | |
| 16 | ASSETMARK, INC | $31.9M | 703K | ▲+2.8% Added · +19K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $28.6M | 633K | ▲+3.2% Added · +20K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $25.8M | 570K | ▲+61% Added · +216K sh | Q1 2026 | |
| 19 | Wealthcare Advisory Partners LLC | $22.3M | 488K | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $21.4M | 472K | ▲+197% Added · +313K sh | Q1 2026 | |
| 21 | Foster Group, Inc. | $21.4M | 468K | ▼−1.7% Reduced · −8K sh | Q2 2026 | |
| 22 | Revolve Wealth Partners, LLC | $20.6M | 449K | ▲+2.1% Added · +9K sh | Q2 2026 | |
| 23 | TRUIST FINANCIAL CORP | $19.4M | 427K | ▼−8.0% Reduced · −37K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $19.0M | 419K | ▲+14% Added · +53K sh | Q1 2026 | |
| 25 | One Capital Management, LLC | $18.9M | 416K | ▼−4.2% Reduced · −18K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 107 funds | $26.0B |
| ISHARES CORE S&P 500 ETFIVV | 107 funds | $25.4B |
| MICROSOFT CORPMSFT | 107 funds | $21.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 107 funds | $12.8B |
| BROADCOM INCAVGO | 107 funds | $10.0B |
| JPMORGAN CHASE & COJPM | 107 funds | $9.3B |
| EXXON MOBIL CORPXOM | 107 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 107 funds | $5.2B |
| WALMART INCWMT | 107 funds | $5.1B |
| CHEVRON CORPCVX | 107 funds | $3.8B |
| ABBVIE INCABBV | 107 funds | $3.4B |
| COCA-COLA CO/THEKO | 107 funds | $3.1B |
Ranked by how many of TFI'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 TFI. 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.