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/TOLZ/capital-change-brief"
Use Arkolith's capital_change_brief for TOLZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $24.4M | 406K | ▼−53% Reduced · −459K sh | Q1 2026 | |
| 2 | Aprio Wealth Management, LLC | $23.2M | 386K | ▼−3.7% Reduced · −15K sh | Q1 2026 | |
| 3 | Gradient Investments LLC | $21.1M | 356K | ▲+4.4% Added · +15K sh | Q2 2026 | |
| 4 | Aaron Wealth Advisors LLC | $12.6M | 213K | ▲+3.4% Added · +7K sh | Q2 2026 | |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $4.2M | 70K | ▲+48% Added · +23K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $4.1M | 68K | ▼−27% Reduced · −26K sh | Q1 2026 | |
| 7 | ALLIANCEBERNSTEIN L.P. | $3.4M | 63K | —Held | Q1 2026 | |
| 8 | Wealth Architects, LLC | $3.4M | 56K | ▼−4.5% Reduced · −3K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $3.2M | 53K | ▲New +53K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $2.2M | 37K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 11 | Envestnet Portfolio Solutions, Inc. | $2.1M | 36K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 12 | Allodium Investment Consultants, LLC | $2.0M | 34K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 13 | FIRST CITIZENS BANK & TRUST CO | $2.0M | 33K | ▼−3.9% Reduced · −1K sh | Q2 2026 | |
| 14 | PRINCIPAL FINANCIAL GROUP INC | $1.9M | 33K | ▲+102% Added · +16K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $1.5M | 25K | ▼−25% Reduced · −8K sh | Q1 2026 | |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 22K | ▼−17% Reduced · −5K sh | Q1 2026 | |
| 17 | J.W. COLE ADVISORS, INC. | $1.3M | 21K | ▲+3.1% Added · +654 sh | Q1 2026 | |
| 18 | Brown Financial Advisors | $1.1M | 19K | ▲+0.2% Added · +42 sh | Q1 2026 | |
| 19 | Paladin Wealth, LLC | $976K | 16K | ▲+12% Added · +2K sh | Q2 2026 | |
| 20 | JOHNSON INVESTMENT COUNSEL INC | $818K | 14K | ▲New +14K sh | Q1 2026 | |
| 21 | Mariner, LLC | $724K | 12K | ▼−3.8% Reduced · −472 sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $711K | 12K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $627K | 10K | ▼−0.7% Reduced · −70 sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $499K | 8K | ▲+393% Added · +7K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $497K | 8K | ▼−47% Reduced · −7K 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 | 17 funds | $5.1B |
| MICROSOFT CORPMSFT | 17 funds | $4.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $3.3B |
| VANGUARD S&P 500 ETFVOO | 17 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 17 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 17 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.2B |
| BROADCOM INCAVGO | 17 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $1.5B |
| EXXON MOBIL CORPXOM | 17 funds | $1.5B |
| JOHNSON & JOHNSONJNJ | 17 funds | $1.4B |
| VANGUARD GROWTH ETFVUG | 17 funds | $1.4B |
Ranked by how many of TOLZ'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 TOLZ. 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.