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/UDEC/capital-change-brief"
Use Arkolith's capital_change_brief for UDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Talon Private Wealth, LLC | $36.0M | 927K | ▼−3.3% Reduced · −32K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $13.6M | 351K | ▼−1.3% Reduced · −5K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $8.4M | 217K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 217K | ▼−0.3% Reduced · −583 sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $7.9M | 204K | ▲+5.0% Added · +10K sh | Q1 2026 | |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $6.1M | 157K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 7 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.8M | 149K | ▲+5.4% Added · +8K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $5.2M | 134K | ▼−2.4% Reduced · −3K sh | Q1 2026 | |
| 9 | Trek Financial, LLC | $3.5M | 91K | ▼−4.2% Reduced · −4K sh | Q1 2026 | |
| 10 | Berger Financial Group, Inc | $3.4M | 88K | ▼~0% Reduced · −42 sh | Q1 2026 | |
| 11 | MILESTONE ASSET MANAGEMENT, LLC | $3.0M | 73K | ▼−3.8% Reduced · −3K sh | Q2 2026 | |
| 12 | MBL Wealth, LLC | $3.0M | 72K | ▲+0.5% Added · +337 sh | Q2 2026 | |
| 13 | Spire Wealth Management | $2.6M | 66K | ▼−11% Reduced · −9K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $2.5M | 65K | ▼−18% Reduced · −14K sh | Q1 2026 | |
| 15 | TRUIST FINANCIAL CORP | $2.3M | 58K | ▼−0.2% Reduced · −104 sh | Q1 2026 | |
| 16 | WealthPlan Investment Management, LLC | $2.0M | 52K | ▼−15% Reduced · −9K sh | Q1 2026 | |
| 17 | IMG Wealth Management, Inc. | $2.0M | 51K | ▼−1.0% Reduced · −536 sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $1.8M | 48K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $1.8M | 46K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 20 | Strategic Blueprint, LLC | $1.7M | 45K | ▼−1.8% Reduced · −824 sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 45K | ▲+706% Added · +39K sh | Q1 2026 | |
| 22 | Advisory Services Network, LLC | $1.6M | 42K | ▼−0.9% Reduced · −400 sh | Q1 2026 | |
| 23 | Arete Wealth Advisors, LLC | $1.6M | 40K | ▼−0.1% Reduced · −21 sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $1.5M | 38K | ▼−20% Reduced · −9K sh | Q1 2026 | |
| 25 | Castle Rock Wealth Management, LLC | $1.6M | 37K | ▼−0.3% Reduced · −125 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $10.7B |
| NVIDIA CORPNVDA | 34 funds | $9.9B |
| MICROSOFT CORPMSFT | 34 funds | $6.5B |
| AMAZON.COM INCAMZN | 34 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 34 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $3.6B |
| BROADCOM INCAVGO | 34 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 34 funds | $3.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 34 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 34 funds | $2.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 34 funds | $2.5B |
Ranked by how many of UDEC'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 UDEC. 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.