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/UJUL/capital-change-brief"
Use Arkolith's capital_change_brief for UJUL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $11.6M | 302K | ▲+8.0% Added · +22K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $10.7M | 278K | ▼−3.7% Reduced · −11K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $9.5M | 249K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.7M | 175K | ▲+6.1% Added · +10K sh | Q1 2026 | |
| 5 | CWM, LLC | $4.8M | 125K | ▲+2.2% Added · +3K sh | Q1 2026 | |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.9M | 76K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 7 | IMG Wealth Management, Inc. | $2.5M | 64K | ▼−0.4% Reduced · −282 sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 63K | ▼−0.2% Reduced · −140 sh | Q1 2026 | |
| 9 | Orion Porfolio Solutions, LLC | $2.3M | 60K | ▲+9.6% Added · +5K sh | Q1 2026 | |
| 10 | Arete Wealth Advisors, LLC | $2.2M | 58K | ▲~0% Added · +7 sh | Q1 2026 | |
| 11 | Berger Financial Group, Inc | $2.1M | 56K | ▼−2.3% Reduced · −1K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 49K | ▲+3.6% Added · +2K sh | Q1 2026 | |
| 13 | Allworth Financial LP | $1.8M | 48K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 46K | ▲+0.5% Added · +233 sh | Q1 2026 | |
| 15 | Cerity Partners LLC | $1.7M | 44K | —Held | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 42K | ▲+39% Added · +12K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $1.3M | 34K | ▼−1.9% Reduced · −659 sh | Q1 2026 | |
| 18 | LPL Financial LLC | $1.3M | 33K | ▼−2.1% Reduced · −709 sh | Q1 2026 | |
| 19 | Chicago Partners Investment Group LLC | $1.3M | 33K | —Held | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $1.2M | 32K | —Held | Q1 2026 | |
| 21 | FIDUCIARY FINANCIAL GROUP, LLC | $1.2M | 30K | —Held | Q2 2026 | |
| 22 | Strategic Blueprint, LLC | $937K | 24K | ▼−2.3% Reduced · −584 sh | Q1 2026 | |
| 23 | Accurate Wealth Management, LLC | $997K | 24K | ▲+142% Added · +14K sh | Q2 2026 | |
| 24 | TRUIST FINANCIAL CORP | $923K | 24K | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 25 | Spire Wealth Management | $873K | 23K | ▼−32% Reduced · −11K 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 | 21 funds | $7.1B |
| APPLE INCAAPL | 21 funds | $4.8B |
| NVIDIA CORPNVDA | 21 funds | $4.3B |
| MICROSOFT CORPMSFT | 21 funds | $3.9B |
| AMAZON.COM INCAMZN | 21 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 21 funds | $2.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 21 funds | $2.4B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.2B |
| STE STR SPDR PT S&P 500 ETFSPYM | 21 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $2.0B |
| VANGUARD GROWTH ETFVUG | 21 funds | $1.9B |
Ranked by how many of UJUL'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 UJUL. 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.