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/UAPR/capital-change-brief"
Use Arkolith's capital_change_brief for UAPR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | $9.2M | 274K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.8M | 175K | ▲+7.1% Added · +12K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 150K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 4 | CWM, LLC | $4.9M | 146K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $2.8M | 85K | ▼−42% Reduced · −61K sh | Q1 2026 | |
| 6 | Berger Financial Group, Inc | $2.5M | 76K | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 7 | Orion Porfolio Solutions, LLC | $2.3M | 69K | ▲+11% Added · +7K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $1.9M | 56K | ▼−27% Reduced · −20K sh | Q1 2026 | |
| 9 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.9M | 56K | ▲+2.7% Added · +1K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $1.7M | 52K | ▼−12% Reduced · −7K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 50K | ▼−18% Reduced · −11K sh | Q1 2026 | |
| 12 | Strategic Blueprint, LLC | $1.7M | 50K | ▼−0.7% Reduced · −363 sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.5M | 44K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 14 | IMG Wealth Management, Inc. | $1.3M | 39K | ▲+26% Added · +8K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $1.2M | 35K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 16 | Advisory Services Network, LLC | $1.1M | 34K | ▲+6.2% Added · +2K sh | Q1 2026 | |
| 17 | Spire Wealth Management | $1.1M | 32K | ▼−41% Reduced · −22K sh | Q1 2026 | |
| 18 | LPL Financial LLC | $1.0M | 30K | ▼−7.0% Reduced · −2K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $945K | 28K | ▲+54% Added · +10K sh | Q1 2026 | |
| 20 | Sonoma Allocations LLC | $938K | 27K | ▲New +27K sh | Q2 2026 | |
| 21 | McAdam, LLC | $820K | 25K | —Held | Q1 2026 | |
| 22 | SteelPeak Wealth, LLC | $839K | 24K | ▲New +24K sh | Q2 2026 | |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | $774K | 22K | ▼−9.1% Reduced · −2K sh | Q2 2026 | |
| 24 | Arax Advisory Partners | $659K | 20K | ▲38× Added · +19K sh | Q1 2026 | |
| 25 | BCS Wealth Management | $663K | 19K | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 24 funds | $4.7B |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $4.7B |
| MICROSOFT CORPMSFT | 24 funds | $3.2B |
| VANGUARD S&P 500 ETFVOO | 24 funds | $2.8B |
| AMAZON.COM INCAMZN | 24 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 24 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 24 funds | $2.2B |
| STE STR SPDR PT S&P 500 ETFSPYM | 24 funds | $2.1B |
| VANGUARD GROWTH ETFVUG | 24 funds | $2.0B |
| ISHARES S&P 500 GROWTH ETFIVW | 24 funds | $1.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 24 funds | $1.6B |
Ranked by how many of UAPR'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 UAPR. 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.