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/TLTW/capital-change-brief"
Use Arkolith's capital_change_brief for TLTW. 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/ | $51.8M | 2.3M | ▲+14% Added · +274K sh | Q1 2026 | |
| 2 | Foguth Wealth Management, LLC. | $49.4M | 2.2M | ▲221× Added · +2.2M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $44.4M | 2.0M | ▲+30% Added · +448K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $43.8M | 1.9M | ▲+78% Added · +846K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $31.3M | 1.4M | ▲+18% Added · +215K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $29.8M | 1.3M | ▲+6.0% Added · +74K sh | Q1 2026 | |
| 7 | UBS Group AG | $18.9M | 833K | ▲+41% Added · +242K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | $17.2M | 759K | ▲+46% Added · +240K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $16.7M | 739K | ▲~0% Added · +360 sh | Q1 2026 | |
| 10 | PINEBRIDGE INVESTMENTS LLC | $10.5M | 464K | ▼−12% Reduced · −63K sh | Q1 2026 | |
| 11 | Hamilton Wealth, LLC | $8.2M | 362K | ▲+53% Added · +125K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $8.0M | 355K | ▲+20% Added · +60K sh | Q1 2026 | |
| 13 | TRAPHAGEN INVESTMENT ADVISORS LLC | $7.7M | 345K | ▲+394% Added · +275K sh | Q2 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 301K | ▲+2.0% Added · +6K sh | Q2 2026 | |
| 15 | IHT Wealth Management, LLC | $6.5M | 289K | ▲+3.9% Added · +11K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $6.1M | 270K | ▲+145% Added · +160K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $5.9M | 259K | ▲+26% Added · +54K sh | Q1 2026 | |
| 18 | PRINCIPAL FINANCIAL GROUP INC | $4.8M | 212K | ▲+125% Added · +118K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $4.8M | 211K | ▲+47% Added · +68K sh | Q1 2026 | |
| 20 | FIFTH THIRD BANCORP | $4.3M | 191K | ▲New +191K sh | Q1 2026 | |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.1M | 182K | ▲+3.3% Added · +6K sh | Q1 2026 | |
| 22 | OPPENHEIMER & CO INC | $3.9M | 171K | ▲+231% Added · +120K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $3.3M | 147K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 24 | IFP Advisors, Inc | $3.3M | 145K | ▲25× Added · +139K sh | Q1 2026 | |
| 25 | MATHER GROUP, LLC. | $3.2M | 141K | ▲New +141K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 36 funds | $9.1B |
| BROADCOM INCAVGO | 36 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 36 funds | $3.5B |
| ELI LILLY & COLLY | 36 funds | $2.3B |
| SPDR GOLD SHARESGLD | 36 funds | $2.2B |
| VISA INC-CLASS A SHARESV | 36 funds | $2.1B |
| EXXON MOBIL CORPXOM | 36 funds | $2.1B |
| TESLA INCTSLA | 36 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $1.9B |
| CHEVRON CORPCVX | 36 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 36 funds | $1.3B |
Ranked by how many of TLTW'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 TLTW. 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.