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/TOTL/capital-change-brief"
Use Arkolith's capital_change_brief for TOTL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $549.1M | 13.8M | ▼~0% Reduced · −32 sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $270.7M | 6.8M | ▲+3.2% Added · +209K sh | Q1 2026 | |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $235.9M | 6.0M | ▲+5.9% Added · +331K sh | Q2 2026 | |
| 4 | CWM, LLC | $216.7M | 5.5M | ▲+15% Added · +715K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $163.6M | 4.1M | ▲+9.8% Added · +369K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $163.1M | 4.1M | ▲+6.6% Added · +255K sh | Q1 2026 | |
| 7 | TECTONIC ADVISORS LLC | $104.5M | 2.6M | ▲+4.2% Added · +106K sh | Q2 2026 | |
| 8 | UBS Group AG | $86.3M | 2.2M | ▲+6.3% Added · +129K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $85.4M | 2.1M | ▲+8.2% Added · +162K sh | Q1 2026 | |
| 10 | Kestra Investment Management, LLC | $78.7M | 2.0M | ▲+28% Added · +433K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $75.1M | 1.9M | ▲+11% Added · +190K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $69.5M | 1.8M | ▼−2.3% Reduced · −41K sh | Q1 2026 | |
| 13 | CAPITAL ADVISORS INC/OK | $55.3M | 1.4M | ▼−2.8% Reduced · −40K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $54.1M | 1.4M | ▲+16% Added · +187K sh | Q1 2026 | |
| 15 | Corient Private Wealth LLC | $52.8M | 1.3M | ▲+25% Added · +271K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.4M | 1.1M | ▼−7.9% Reduced · −95K sh | Q2 2026 | |
| 17 | Bank of New York Mellon Corp | $32.7M | 824K | ▲+3.2% Added · +26K sh | Q1 2026 | |
| 18 | WCG Wealth Advisors LLC | $27.2M | 684K | ▼−0.9% Reduced · −6K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $27.1M | 683K | ▲+2.1% Added · +14K sh | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $25.8M | 648K | ▲+11% Added · +66K sh | Q1 2026 | |
| 21 | PINNACLE ASSOCIATES LTD | $24.1M | 607K | ▲+5.0% Added · +29K sh | Q1 2026 | |
| 22 | San Luis Wealth Advisors LLC | $22.2M | 562K | ▼−23% Reduced · −164K sh | Q2 2026 | |
| 23 | FAS Wealth Partners, Inc. | $21.5M | 542K | ▲+29% Added · +120K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $20.1M | 505K | ▼−21% Reduced · −131K sh | Q1 2026 | |
| 25 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $19.8M | 505K | ▼−0.4% Reduced · −2K sh | Q2 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.
| Class | 13F holders | Value held |
|---|---|---|
| SRLNmc | 260 funds | $3.3B |
| TOTLthis pagemc | 203 funds | $3.0B |
| RLYSTATE STREET MUL | 92 funds | $505.7M |
| ULSTULT SHT TRM BD | 72 funds | $380.9M |
| GALUIT EXCHANGE TRADED | 46 funds | $105.7M |
| INKMSTATE STREET INC | 15 funds | $10.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 98 funds | $20.7B |
| MICROSOFT CORPMSFT | 98 funds | $18.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 98 funds | $15.3B |
| VANGUARD S&P 500 ETFVOO | 98 funds | $13.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 98 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 98 funds | $8.3B |
| BROADCOM INCAVGO | 98 funds | $7.9B |
| ALPHABET INC-CL CGOOG | 98 funds | $7.9B |
| META PLATFORMS INC-CLASS AMETA | 98 funds | $7.1B |
| EXXON MOBIL CORPXOM | 98 funds | $5.0B |
| JOHNSON & JOHNSONJNJ | 98 funds | $4.9B |
| ELI LILLY & COLLY | 98 funds | $4.5B |
Ranked by how many of TOTL'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 TOTL. 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.