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/UCON/capital-change-brief"
Use Arkolith's capital_change_brief for UCON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $309.0M | 12.5M | ▲+2.6% Added · +315K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $221.9M | 9.0M | ▲+7.5% Added · +622K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $150.4M | 6.1M | ▼−2.5% Reduced · −158K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $132.2M | 5.3M | ▲+10% Added · +505K sh | Q1 2026 | |
| 5 | HARBOUR INVESTMENTS, INC. | $102.1M | 4.1M | ▲+16% Added · +559K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $99.2M | 4.0M | ▲+5.3% Added · +203K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $95.0M | 3.8M | ▼−3.1% Reduced · −122K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $70.1M | 2.8M | ▲+7.3% Added · +193K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $60.8M | 2.5M | ▲+27% Added · +522K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $60.3M | 2.4M | ▲+0.7% Added · +16K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $47.2M | 1.9M | ▲+13% Added · +214K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $46.8M | 1.9M | ▼−6.8% Reduced · −139K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $40.5M | 1.6M | ▲+3.5% Added · +55K sh | Q1 2026 | |
| 14 | Trilogy Capital Inc. | $39.1M | 1.6M | ▲+6.2% Added · +92K sh | Q2 2026 | |
| 15 | Csenge Advisory Group | $36.9M | 1.5M | ▲+2.2% Added · +32K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $35.6M | 1.4M | ▲+6.6% Added · +89K sh | Q1 2026 | |
| 17 | Aptus Capital Advisors, LLC | $34.3M | 1.4M | ▲+6.2% Added · +81K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $27.7M | 1.1M | ▼−10% Reduced · −126K sh | Q1 2026 | |
| 19 | Arkadios Wealth Advisors | $26.3M | 1.1M | ▲32× Added · +1.0M sh | Q1 2026 | |
| 20 | Focus Partners Wealth | $24.8M | 1.0M | ▲+4.7% Added · +45K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | $22.3M | 899K | ▲+229% Added · +626K sh | Q1 2026 | |
| 22 | IFP Advisors, Inc | $22.1M | 893K | ▲+3.8% Added · +32K sh | Q1 2026 | |
| 23 | Cyndeo Wealth Partners, LLC | $20.8M | 840K | ▲+8.6% Added · +66K sh | Q1 2026 | |
| 24 | Dynamic Advisor Solutions LLC | $20.3M | 816K | ▲+6.0% Added · +46K sh | Q2 2026 | |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $19.9M | 803K | ▲+12% Added · +88K 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 | 91 funds | $20.4B |
| MICROSOFT CORPMSFT | 91 funds | $15.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 91 funds | $13.4B |
| BROADCOM INCAVGO | 91 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 91 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 91 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 91 funds | $6.9B |
| EXXON MOBIL CORPXOM | 91 funds | $4.3B |
| ELI LILLY & COLLY | 91 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 91 funds | $4.1B |
| COSTCO WHOLESALE CORPCOST | 91 funds | $4.1B |
| TESLA INCTSLA | 91 funds | $4.0B |
Ranked by how many of UCON'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 UCON. 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.