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/TFLO/capital-change-brief"
Use Arkolith's capital_change_brief for TFLO. 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/ | $392.1M | 7.7M | ▲+33% Added · +1.9M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $341.8M | 6.8M | ▼−0.1% Reduced · −6K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $184.2M | 3.6M | ▲+0.2% Added · +7K sh | Q1 2026 | |
| 4 | UBS Group AG | $103.4M | 2.0M | ▼−7.6% Reduced · −169K sh | Q1 2026 | |
| 5 | Wealthspire Advisors, LLC | $90.8M | 1.8M | ▲+4.0% Added · +68K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $88.6M | 1.8M | ▼−5.9% Reduced · −110K sh | Q1 2026 | |
| 7 | Financial Advisory Corp | $80.5M | 1.6M | ▲+6.4% Added · +96K sh | Q2 2026 | |
| 8 | Mariner, LLC | $79.1M | 1.6M | ▼−0.6% Reduced · −10K sh | Q1 2026 | |
| 9 | BIP Wealth, LLC | $66.0M | 1.3M | ▼−13% Reduced · −195K sh | Q1 2026 | |
| 10 | Capital Asset Advisory Services LLC | $59.8M | 1.2M | ▲+17% Added · +175K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $59.0M | 1.2M | ▲+35% Added · +304K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $54.3M | 1.1M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 13 | Vertex Planning Partners, LLC | $52.6M | 1.0M | ▲+215% Added · +709K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $52.4M | 1.0M | ▼−4.3% Reduced · −47K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $51.8M | 1.0M | ▼−19% Reduced · −234K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $50.5M | 998K | ▲+3.1% Added · +30K sh | Q1 2026 | |
| 17 | STOCK YARDS BANK & TRUST CO | $45.9M | 907K | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 18 | Walker Financial Services, Inc. | $43.1M | 852K | ▲+9.7% Added · +75K sh | Q2 2026 | |
| 19 | AlphaCore Capital LLC | $42.1M | 832K | ▼−0.6% Reduced · −5K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $41.9M | 827K | ▲+24% Added · +162K sh | Q1 2026 | |
| 21 | Facet Wealth, Inc. | $35.4M | 700K | ▲+8.6% Added · +55K sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $33.4M | 659K | ▼~0% Reduced · −109 sh | Q1 2026 | |
| 23 | GeoWealth Management, LLC | $31.6M | 625K | ▲+257% Added · +450K sh | Q1 2026 | |
| 24 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $25.0M | 494K | ▲+20% Added · +81K sh | Q1 2026 | |
| 25 | OneDigital Investment Advisors LLC | $23.5M | 465K | ▼−4.9% Reduced · −24K 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 | 121 funds | $28.9B |
| MICROSOFT CORPMSFT | 121 funds | $24.0B |
| ALPHABET INC-CL CGOOG | 121 funds | $10.6B |
| JPMORGAN CHASE & COJPM | 121 funds | $10.5B |
| JOHNSON & JOHNSONJNJ | 121 funds | $6.3B |
| VISA INC-CLASS A SHARESV | 121 funds | $6.1B |
| PROCTER & GAMBLE CO/THEPG | 121 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 120 funds | $27.1B |
| AMAZON.COM INCAMZN | 120 funds | $17.4B |
| ALPHABET INC-CL AGOOGL | 120 funds | $15.9B |
| BROADCOM INCAVGO | 120 funds | $11.9B |
| COSTCO WHOLESALE CORPCOST | 120 funds | $6.0B |
Ranked by how many of TFLO'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 TFLO. 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.