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/TUA/capital-change-brief"
Use Arkolith's capital_change_brief for TUA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $98.3M | 4.8M | ▼−13% Reduced · −718K sh | Q2 2026 | |
| 2 | GenTrust, LLC | $60.8M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $40.5M | 1.9M | ▲+2.1% Added · +39K sh | Q1 2026 | |
| 4 | Mid-American Wealth Advisory Group, Inc. | $30.7M | 1.5M | ▲+32% Added · +366K sh | Q2 2026 | |
| 5 | HighTower Advisors, LLC | $24.9M | 1.2M | ▲+28% Added · +261K sh | Q1 2026 | |
| 6 | Ancora Advisors LLC | $20.9M | 990K | ▲+21% Added · +169K sh | Q1 2026 | |
| 7 | Financial Enhancement Group LLC | $17.3M | 845K | ▲+33% Added · +211K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $16.1M | 765K | ▼−7.3% Reduced · −61K sh | Q1 2026 | |
| 9 | Heck Capital Advisors, LLC | $9.1M | 447K | ▲+4.3% Added · +18K sh | Q2 2026 | |
| 10 | Encompass More Asset Management | $8.7M | 426K | ▲+817% Added · +380K sh | Q2 2026 | |
| 11 | Park Edge Advisors, LLC | $7.2M | 355K | ▼−6.6% Reduced · −25K sh | Q2 2026 | |
| 12 | Aprio Wealth Management, LLC | $4.9M | 233K | ▼−21% Reduced · −63K sh | Q1 2026 | |
| 13 | HOLLENCREST CAPITAL MANAGEMENT | $4.2M | 201K | ▼−0.4% Reduced · −759 sh | Q1 2026 | |
| 14 | LifeWealth Investments, LLC | $3.5M | 171K | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 15 | PRINCIPAL SECURITIES, INC. | $3.2M | 152K | ▲+18% Added · +23K sh | Q1 2026 | |
| 16 | PRIVATE CLIENT SERVICES, LLC | $2.7M | 132K | ▼−33% Reduced · −67K sh | Q2 2026 | |
| 17 | Gladstone Institutional Advisory LLC | $2.4M | 112K | ▼−8.5% Reduced · −10K sh | Q1 2026 | |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 82K | ▲+35% Added · +21K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.7M | 79K | —Held | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 76K | ▲+5.0% Added · +4K sh | Q1 2026 | |
| 21 | Aegis Wealth Management, Inc. | $1.5M | 75K | ▲+6.6% Added · +5K sh | Q2 2026 | |
| 22 | IHT Wealth Management, LLC | $1.4M | 67K | ▲+9.9% Added · +6K sh | Q1 2026 | |
| 23 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.2M | 57K | ▼−84% Reduced · −290K sh | Q1 2026 | |
| 24 | Csenge Advisory Group | $917K | 43K | ▼−1.4% Reduced · −597 sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $865K | 41K | ▲+197% Added · +27K 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 |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $1.3B |
| ELI LILLY & COLLY | 25 funds | $1.1B |
| TESLA INCTSLA | 25 funds | $961.1M |
| JOHNSON & JOHNSONJNJ | 25 funds | $790.3M |
| MASTERCARD INC - AMA | 25 funds | $453.9M |
| LAM RESEARCH CORPLRCX | 25 funds | $255.1M |
| ISHARES BITCOIN TRUST ETFIBIT | 25 funds | $153.2M |
| INTUIT INCINTU | 25 funds | $118.5M |
| MICROSOFT CORPMSFT | 24 funds | $4.6B |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $4.3B |
| AMAZON.COM INCAMZN | 24 funds | $3.4B |
| BROADCOM INCAVGO | 24 funds | $2.4B |
Ranked by how many of TUA'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 TUA. 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.