This stock 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/UITB/capital-change-brief"
Use Arkolith's capital_change_brief for UITB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | $698.2M | 14.9M | —Held | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $259.9M | 5.5M | ▼−1.6% Reduced · −92K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $176.9M | 3.8M | ▲+7.1% Added · +249K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $98.7M | 2.1M | ▼−2.2% Reduced · −48K sh | Q1 2026 | |
| 5 | Bogart Wealth, LLC | $96.9M | 2.1M | ▲+3.6% Added · +71K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $91.8M | 2.0M | ▲+11% Added · +196K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $65.7M | 1.4M | ▲+6.2% Added · +82K sh | Q1 2026 | |
| 8 | Calamos Advisors LLC | $62.7M | 1.3M | ▲25× Added · +1.3M sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $60.3M | 1.3M | ▲+7.7% Added · +92K sh | Q1 2026 | |
| 10 | Calamos Wealth Management LLC | $59.9M | 1.3M | ▲+11% Added · +131K sh | Q1 2026 | |
| 11 | Allen Capital Group, LLC | $52.4M | 1.1M | ▲+8.2% Added · +84K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $48.5M | 1.0M | ▼−11% Reduced · −131K sh | Q1 2026 | |
| 13 | Meeder Advisory Services, Inc. | $36.3M | 771K | ▲+4.8% Added · +35K sh | Q1 2026 | |
| 14 | MBL Wealth, LLC | $35.5M | 759K | ▲+5.3% Added · +38K sh | Q2 2026 | |
| 15 | Alliance Wealth Advisors, LLC | $27.6M | 589K | ▲+1.5% Added · +9K sh | Q2 2026 | |
| 16 | Allworth Financial LP | $27.5M | 585K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 17 | Pine Valley Investments Ltd Liability Co | $27.1M | 577K | ▲+7.8% Added · +42K sh | Q1 2026 | |
| 18 | NICOLET BANKSHARES INC | $22.8M | 485K | ▲16× Added · +456K sh | Q1 2026 | |
| 19 | Pathway Financial Advisors LLC | $18.6M | 398K | ▼−0.9% Reduced · −4K sh | Q2 2026 | |
| 20 | SouthState Bank Corp | $17.6M | 374K | ▼−0.9% Reduced · −3K sh | Q1 2026 | |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $17.0M | 361K | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 22 | Envision Financial LLC | $16.2M | 345K | ▲+26% Added · +71K sh | Q2 2026 | |
| 23 | Newman Dignan & Sheerar, Inc. | $15.9M | 339K | ▼−29% Reduced · −135K sh | Q2 2026 | |
| 24 | Sanctuary Advisors, LLC | $15.8M | 336K | ▲+11% Added · +32K sh | Q1 2026 | |
| 25 | UBS Group AG | $15.1M | 321K | ▲+102% Added · +162K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 50 funds | $17.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $13.5B |
| MICROSOFT CORPMSFT | 50 funds | $12.4B |
| BROADCOM INCAVGO | 50 funds | $6.7B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 50 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 50 funds | $5.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 50 funds | $3.8B |
| TESLA INCTSLA | 50 funds | $3.4B |
| ELI LILLY & COLLY | 50 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 50 funds | $3.3B |
| EXXON MOBIL CORPXOM | 50 funds | $3.2B |
Ranked by how many of UITB'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UITB. 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.