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/UFEB/capital-change-brief"
Use Arkolith's capital_change_brief for UFEB. 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 | $35.8M | 985K | ▼−2.7% Reduced · −28K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $23.8M | 656K | ▼−2.6% Reduced · −18K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 166K | ▲+50% Added · +55K sh | Q1 2026 | |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.7M | 158K | ▲+4.2% Added · +6K sh | Q1 2026 | |
| 5 | Strategic Blueprint, LLC | $4.9M | 134K | ▲+163% Added · +83K sh | Q1 2026 | |
| 6 | TRUIST FINANCIAL CORP | $4.7M | 131K | ▲+3.4% Added · +4K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 125K | ▲+51% Added · +42K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $3.9M | 106K | ▲+5.1% Added · +5K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $3.9M | 106K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 10 | Spire Wealth Management | $2.9M | 80K | ▲+136% Added · +46K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $2.4M | 65K | ▲+90% Added · +31K sh | Q1 2026 | |
| 12 | Stratos Wealth Advisors, LLC | $2.3M | 63K | ▼−0.7% Reduced · −459 sh | Q1 2026 | |
| 13 | Trek Financial, LLC | $2.0M | 54K | ▲+53% Added · +19K sh | Q1 2026 | |
| 14 | IHT Wealth Management, LLC | $1.8M | 49K | ▲+56% Added · +18K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $1.8M | 49K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 16 | Berger Financial Group, Inc | $1.7M | 48K | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $1.4M | 38K | ▼−1.1% Reduced · −412 sh | Q1 2026 | |
| 18 | FIDUCIARY FINANCIAL GROUP, LLC | $1.1M | 29K | —Held | Q2 2026 | |
| 19 | Mutual Advisors, LLC | $976K | 27K | ▼−27% Reduced · −10K sh | Q1 2026 | |
| 20 | Lantz Financial LLC | $1.0M | 26K | ▼−0.6% Reduced · −155 sh | Q2 2026 | |
| 21 | Focus Partners Wealth | $910K | 25K | ▼−0.1% Reduced · −13 sh | Q1 2026 | |
| 22 | Creative Planning | $895K | 25K | ▲New +25K sh | Q1 2026 | |
| 23 | Ausdal Financial Partners, Inc. | $869K | 24K | ▲+129% Added · +14K sh | Q1 2026 | |
| 24 | Comprehensive Financial Consultants Institutional, Inc. | $896K | 23K | ▼−8.1% Reduced · −2K sh | Q2 2026 | |
| 25 | SteelPeak Wealth, LLC | $840K | 22K | ▲New +22K 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 | 32 funds | $9.3B |
| NVIDIA CORPNVDA | 32 funds | $7.5B |
| MICROSOFT CORPMSFT | 32 funds | $6.3B |
| VANGUARD S&P 500 ETFVOO | 32 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 32 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $3.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 32 funds | $3.1B |
| VANGUARD GROWTH ETFVUG | 32 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 32 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $2.9B |
| BROADCOM INCAVGO | 32 funds | $2.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 32 funds | $2.6B |
Ranked by how many of UFEB'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 UFEB. 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.