This stock 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/USFR/capital-change-brief"
Use Arkolith's capital_change_brief for USFR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $878.0M | 17.4M | ▲+4.7% Added · +787K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $802.1M | 15.9M | ▲+11% Added · +1.6M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $642.3M | 12.8M | ▼−0.7% Reduced · −95K sh | Q1 2026 | |
| 4 | Summit Trail Advisors, LLC | $499.8M | 9.9M | ▲+15% Added · +1.3M sh | Q1 2026 | |
| 5 | NewEdge Wealth, LLC | $384.2M | 7.6M | ▼−8.4% Reduced · −698K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $354.4M | 7.0M | ▼−0.9% Reduced · −67K sh | Q1 2026 | |
| 7 | BIP Wealth, LLC | $256.7M | 5.1M | ▼−3.9% Reduced · −206K sh | Q1 2026 | |
| 8 | UBS Group AG | $256.3M | 5.1M | ▼−9.6% Reduced · −542K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $198.3M | 3.9M | ▲+18% Added · +603K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $193.1M | 3.8M | ▲+20% Added · +634K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $141.7M | 2.8M | ▼−10% Reduced · −327K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $117.8M | 2.3M | ▼−1.6% Reduced · −39K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | $116.6M | 2.3M | ▲+16% Added · +327K sh | Q1 2026 | |
| 14 | Howard Capital Management Inc. | Withheld | 2.1M | ▲+2.1% Added · +43K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $101.2M | 2.0M | ▲+78% Added · +883K sh | Q1 2026 | |
| 16 | IHT Wealth Management, LLC | $89.7M | 1.8M | ▼−7.0% Reduced · −134K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $86.0M | 1.7M | ▲+3.9% Added · +64K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $86.0M | 1.7M | ▼−22% Reduced · −486K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $76.9M | 1.5M | ▲+18% Added · +235K sh | Q1 2026 | |
| 20 | Encompass More Asset Management | $74.2M | 1.5M | ▲+58% Added · +543K sh | Q2 2026 | |
| 21 | Cardinal Point Capital Management ULC | $72.3M | 1.4M | ▼−2.6% Reduced · −38K sh | Q2 2026 | |
| 22 | DAVENPORT & Co LLC | $65.9M | 1.3M | ▲+3.3% Added · +42K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $63.5M | 1.3M | ▲+34% Added · +323K sh | Q1 2026 | |
| 24 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $62.3M | 1.2M | ▼−33% Reduced · −622K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $58.9M | 1.2M | ▲+35% Added · +307K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 154 funds | $11.9B |
| CHEVRON CORPCVX | 154 funds | $4.9B |
| NVIDIA CORPNVDA | 153 funds | $35.2B |
| MICROSOFT CORPMSFT | 153 funds | $26.4B |
| AMAZON.COM INCAMZN | 153 funds | $20.5B |
| BROADCOM INCAVGO | 153 funds | $13.4B |
| ALPHABET INC-CL CGOOG | 153 funds | $11.2B |
| EXXON MOBIL CORPXOM | 153 funds | $7.1B |
| JOHNSON & JOHNSONJNJ | 153 funds | $6.9B |
| ELI LILLY & COLLY | 153 funds | $6.8B |
| WALMART INCWMT | 153 funds | $6.5B |
| HOME DEPOT INCHD | 153 funds | $4.6B |
Ranked by how many of USFR'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USFR. 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.