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/UJAN/capital-change-brief"
Use Arkolith's capital_change_brief for UJAN. 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 | $35.9M | 845K | ▼−1.5% Reduced · −13K sh | Q1 2026 | |
| 2 | Sonoma Allocations LLC | $17.6M | 387K | ▼−5.6% Reduced · −23K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 203K | ▲+279% Added · +149K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 189K | ▲+4.9% Added · +9K sh | Q1 2026 | |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.0M | 142K | ▲+5.7% Added · +8K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $5.1M | 120K | ▲+18% Added · +18K sh | Q1 2026 | |
| 7 | CWM, LLC | $4.9M | 114K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 8 | Strategic Blueprint, LLC | $4.7M | 110K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $3.8M | 89K | ▼−0.3% Reduced · −231 sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $3.8M | 89K | ▲+23% Added · +17K sh | Q1 2026 | |
| 11 | Clearstead Advisors, LLC | $3.4M | 80K | ▼−4.8% Reduced · −4K sh | Q1 2026 | |
| 12 | Spire Wealth Management | $3.3M | 77K | ▲+93% Added · +37K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $2.7M | 65K | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.5M | 58K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $2.4M | 57K | ▲+6.7% Added · +4K sh | Q1 2026 | |
| 16 | Lantz Financial LLC | $2.5M | 55K | ▼−0.7% Reduced · −395 sh | Q2 2026 | |
| 17 | Orion Porfolio Solutions, LLC | $2.3M | 54K | ▲+7.7% Added · +4K sh | Q1 2026 | |
| 18 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.1M | 50K | ▲+10% Added · +5K sh | Q1 2026 | |
| 19 | IMG Wealth Management, Inc. | $2.1M | 50K | ▼−2.3% Reduced · −1K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 49K | ▲New +49K sh | Q1 2026 | |
| 21 | Allworth Financial LP | $2.1M | 48K | ▼−2.0% Reduced · −982 sh | Q1 2026 | |
| 22 | First Heartland Consultants, Inc. | $1.9M | 42K | ▲New +42K sh | Q2 2026 | |
| 23 | Trek Financial, LLC | $1.7M | 39K | ▲+132% Added · +22K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $1.5M | 36K | ▲+64% Added · +14K sh | Q1 2026 | |
| 25 | JT Stratford LLC | $1.2M | 29K | ▲+71% Added · +12K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $8.9B |
| VANGUARD S&P 500 ETFVOO | 35 funds | $6.7B |
| NVIDIA CORPNVDA | 35 funds | $6.3B |
| MICROSOFT CORPMSFT | 35 funds | $5.6B |
| AMAZON.COM INCAMZN | 35 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $3.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 35 funds | $2.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 35 funds | $2.8B |
| VANGUARD GROWTH ETFVUG | 35 funds | $2.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 35 funds | $2.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 35 funds | $2.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 35 funds | $2.5B |
Ranked by how many of UJAN'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 UJAN. 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.