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/UOCT/capital-change-brief"
Use Arkolith's capital_change_brief for UOCT. 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 | $36.1M | 943K | ▲74× Added · +931K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $14.7M | 384K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.7M | 150K | ▲+7.1% Added · +10K sh | Q1 2026 | |
| 4 | CWM, LLC | $4.8M | 125K | ▲+2.4% Added · +3K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $4.0M | 104K | ▲+15% Added · +13K sh | Q1 2026 | |
| 6 | Advisory Services Network, LLC | $3.5M | 90K | ▼−0.4% Reduced · −399 sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $3.2M | 85K | ▲+19% Added · +14K sh | Q1 2026 | |
| 8 | Spire Wealth Management | $3.1M | 82K | ▼−5.4% Reduced · −5K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 76K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 10 | IMG Wealth Management, Inc. | $2.5M | 66K | ▼−1.2% Reduced · −805 sh | Q1 2026 | |
| 11 | Orion Porfolio Solutions, LLC | $2.3M | 60K | ▲+10% Added · +6K sh | Q1 2026 | |
| 12 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.1M | 56K | ▲+6.1% Added · +3K sh | Q1 2026 | |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 56K | ▼−48% Reduced · −52K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $2.1M | 54K | ▼−0.1% Reduced · −82 sh | Q1 2026 | |
| 15 | Creative Planning | $1.9M | 49K | ▲New +49K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.9M | 49K | ▼−2.8% Reduced · −1K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $1.8M | 47K | ▼−0.3% Reduced · −144 sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $1.7M | 44K | ▼−0.5% Reduced · −227 sh | Q1 2026 | |
| 19 | Sonoma Allocations LLC | $1.5M | 37K | ▼−4.1% Reduced · −2K sh | Q2 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 35K | ▲+72% Added · +15K sh | Q1 2026 | |
| 21 | Berger Financial Group, Inc | $1.3M | 34K | —Held | Q1 2026 | |
| 22 | Trek Financial, LLC | $1.2M | 30K | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 23 | OLD MISSION CAPITAL LLC | $1.1M | 30K | ▲+223% Added · +21K sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $957K | 25K | ▼−7.5% Reduced · −2K sh | Q1 2026 | |
| 25 | Allworth Financial LP | $896K | 23K | —Held | 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 | 28 funds | $10.3B |
| NVIDIA CORPNVDA | 28 funds | $8.8B |
| MICROSOFT CORPMSFT | 28 funds | $5.7B |
| AMAZON.COM INCAMZN | 28 funds | $5.3B |
| ALPHABET INC-CL AGOOGL | 28 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $3.3B |
| BROADCOM INCAVGO | 28 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 28 funds | $2.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 28 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 28 funds | $2.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 28 funds | $2.4B |
Ranked by how many of UOCT'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 UOCT. 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.