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/UDIV/capital-change-brief"
Use Arkolith's capital_change_brief for UDIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $28.6M | 555K | ▲+8.7% Added · +44K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $20.8M | 402K | ▲+60% Added · +151K sh | Q1 2026 | |
| 3 | FRANKLIN RESOURCES INC | $12.9M | 250K | ▼−45% Reduced · −201K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.6M | 89K | ▲+6.7% Added · +6K sh | Q1 2026 | |
| 5 | Arkadios Wealth Advisors | $3.1M | 60K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 6 | Systelligence, LLC | $3.4M | 57K | ▲New +57K sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | $2.8M | 54K | ▲+3.7% Added · +2K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | $2.7M | 52K | ▲+14% Added · +6K sh | Q1 2026 | |
| 9 | Prepared Retirement Institute LLC | $1.6M | 31K | ▼−0.6% Reduced · −179 sh | Q1 2026 | |
| 10 | BAM Wealth Management, LLC | $1.8M | 30K | ▲+32% Added · +7K sh | Q2 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 26K | ▼−21% Reduced · −7K sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | $1.1M | 22K | ▲+53% Added · +8K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $973K | 19K | ▲+5.8% Added · +1K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $770K | 15K | ▼−7.4% Reduced · −1K sh | Q1 2026 | |
| 15 | Atria Investments, Inc | $592K | 11K | ▼−7.7% Reduced · −951 sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $449K | 9K | ▼−35% Reduced · −5K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $428K | 8K | ▲New +8K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $389K | 8K | ▲+3.0% Added · +221 sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $373K | 7K | ▼−12% Reduced · −971 sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $303K | 6K | ▲New +6K sh | Q1 2026 | |
| 21 | Stratos Wealth Partners, LTD. | $261K | 5K | ▲+8.6% Added · +403 sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $215K | 4K | —Held | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $78K | 2K | ▼−62% Reduced · −2K sh | Q1 2026 | |
| 24 | Register Financial Advisors LLC | $87K | 1K | ▲New +1K sh | Q2 2026 | |
| 25 | UBS Group AG | $49K | 950 | ▲New +950 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 | 10 funds | $5.2B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $4.4B |
| MICROSOFT CORPMSFT | 10 funds | $2.4B |
| SS SPDR DOW JONES INDUS AVGDIA | 10 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.7B |
| BROADCOM INCAVGO | 10 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 10 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 10 funds | $1.3B |
Ranked by how many of UDIV'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 UDIV. 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.