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/URTH/capital-change-brief"
Use Arkolith's capital_change_brief for URTH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | $388.2M | 2.2M | ▲+6.3% Added · +129K sh | Q1 2026 | |
| 2 | Federation des caisses Desjardins du Quebec | $287.8M | 1.6M | ▲+48% Added · +522K sh | Q1 2026 | |
| 3 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $210.0M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 4 | TORONTO DOMINION BANK | $179.7M | 998K | ▲New +998K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $106.4M | 591K | ▲+8.9% Added · +48K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $101.2M | 562K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 7 | Banco Santander, S.A. | $79.3M | 440K | ▲+44% Added · +134K sh | Q1 2026 | |
| 8 | Sumitomo Mitsui DS Asset Management Company, Ltd | $73.4M | 408K | ▼−17% Reduced · −83K sh | Q1 2026 | |
| 9 | National Philanthropic Trust | $65.9M | 366K | ▲+6.3% Added · +22K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $65.9M | 366K | ▼−48% Reduced · −333K sh | Q1 2026 | |
| 11 | PRUDENTIAL PLC | $63.1M | 350K | ▼−25% Reduced · −115K sh | Q1 2026 | |
| 12 | Obermeyer Wealth Partners | $63.0M | 350K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $58.3M | 324K | ▲+17% Added · +47K sh | Q1 2026 | |
| 14 | BARINGS LLC | $47.8M | 265K | ▼−8.1% Reduced · −24K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $44.4M | 254K | ▼−2.9% Reduced · −7K sh | Q1 2026 | |
| 16 | Mirae Asset Global Investments Co., Ltd. | $44.4M | 247K | ▲+12% Added · +27K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $43.9M | 244K | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $40.0M | 222K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 19 | BROWN ADVISORY INC | $33.5M | 186K | ▲+117% Added · +100K sh | Q1 2026 | |
| 20 | CI INVESTMENTS INC. | $33.1M | 184K | ▼−53% Reduced · −208K sh | Q1 2026 | |
| 21 | UBS Group AG | $32.7M | 182K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $32.7M | 182K | ▼−43% Reduced · −137K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $32.6M | 181K | ▲New +181K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $30.7M | 170K | ▲+6.4% Added · +10K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $27.8M | 155K | ▲+7.5% Added · +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 |
|---|---|---|
| MICROSOFT CORPMSFT | 96 funds | $28.1B |
| BROADCOM INCAVGO | 96 funds | $12.5B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $12.1B |
| ALPHABET INC-CL CGOOG | 96 funds | $11.8B |
| VISA INC-CLASS A SHARESV | 96 funds | $7.1B |
| TESLA INCTSLA | 96 funds | $5.8B |
| NETFLIX INCNFLX | 96 funds | $3.9B |
| NVIDIA CORPNVDA | 95 funds | $32.7B |
| APPLE INCAAPL | 95 funds | $29.9B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $5.7B |
| MASTERCARD INC - AMA | 95 funds | $5.3B |
| HOME DEPOT INCHD | 95 funds | $3.9B |
Ranked by how many of URTH'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 URTH. 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.