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/UJUN/capital-change-brief"
Use Arkolith's capital_change_brief for UJUN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | $6.5M | 176K | ▼−14% Reduced · −29K sh | Q1 2026 | |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.8M | 155K | ▲+6.1% Added · +9K sh | Q1 2026 | |
| 3 | Trek Financial, LLC | $5.6M | 150K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 61K | ▲New +61K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $2.1M | 56K | ▼−0.1% Reduced · −83 sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 51K | —Held | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $1.6M | 42K | ▼−7.3% Reduced · −3K sh | Q1 2026 | |
| 8 | Castle Rock Wealth Management, LLC | $1.5M | 40K | —Held | Q2 2026 | |
| 9 | Spire Wealth Management | $1.5M | 40K | ▼−24% Reduced · −13K sh | Q1 2026 | |
| 10 | PFG Advisors | $1.5M | 38K | ▲New +38K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $1.2M | 32K | —Held | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 29K | ▲+12% Added · +3K sh | Q1 2026 | |
| 13 | IMG Wealth Management, Inc. | $1.0M | 28K | ▼~0% Reduced · −5 sh | Q1 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $939K | 25K | ▼−0.4% Reduced · −100 sh | Q1 2026 | |
| 15 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $856K | 23K | ▲+1.4% Added · +320 sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $842K | 23K | ▼−6.7% Reduced · −2K sh | Q1 2026 | |
| 17 | SteelPeak Wealth, LLC | $831K | 22K | ▲New +22K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | $745K | 20K | ▼−7.7% Reduced · −2K sh | Q1 2026 | |
| 19 | FIDUCIARY FINANCIAL GROUP, LLC | $579K | 15K | ▲+58% Added · +6K sh | Q2 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $578K | 15K | ▼−0.1% Reduced · −13 sh | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $539K | 15K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 22 | Barnes Dennig Private Wealth Management LLC | $535K | 14K | ▼−2.1% Reduced · −302 sh | Q2 2026 | |
| 23 | Tradition Wealth Management, LLC | $482K | 13K | —Held | Q1 2026 | |
| 24 | Creative Planning | $463K | 12K | ▲New +12K sh | Q1 2026 | |
| 25 | Comprehensive Financial Consultants Institutional, Inc. | $473K | 12K | ▲+118% Added · +7K 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 | 15 funds | $9.3B |
| NVIDIA CORPNVDA | 15 funds | $7.8B |
| MICROSOFT CORPMSFT | 15 funds | $5.6B |
| AMAZON.COM INCAMZN | 15 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 15 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $3.0B |
| BROADCOM INCAVGO | 15 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 15 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 15 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $2.2B |
Ranked by how many of UJUN'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 UJUN. 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.