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/USIG/capital-change-brief"
Use Arkolith's capital_change_brief for USIG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $3.2B | 61.7M | ▲+22% Added · +11.1M sh | Q1 2026 | |
| 2 | UBS Group AG | $2.9B | 56.1M | ▲14× Added · +52.0M sh | Q1 2026 | |
| 3 | Empower Advisory Group, LLC | $1.0B | 20.3M | ▲+7.6% Added · +1.4M sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $955.2M | 18.1M | ▲+13% Added · +2.1M sh | Q1 2026 | |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $594.8M | 11.6M | ▲+268% Added · +8.5M sh | Q1 2026 | |
| 6 | TIAA Wealth Investment Management LLC | $579.5M | 11.4M | ▲New +11.4M sh | Q1 2026 | |
| 7 | TRUIST FINANCIAL CORP | $550.7M | 10.7M | ▲+7.8% Added · +783K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $521.3M | 10.2M | ▲+5.3% Added · +510K sh | Q1 2026 | |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $468.2M | 9.1M | ▲New +9.1M sh | Q1 2026 | |
| 10 | BlackRock, Inc. | $424.1M | 8.3M | ▲+4.1% Added · +326K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $364.2M | 7.1M | ▲+5.8% Added · +388K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $355.9M | 6.9M | ▼−11% Reduced · −891K sh | Q1 2026 | |
| 13 | Allworth Financial LP | $300.3M | 5.9M | ▲+1.3% Added · +76K sh | Q1 2026 | |
| 14 | North Dakota State Investment Board | $268.5M | 5.2M | —Held | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $252.0M | 4.9M | ▼−0.3% Reduced · −15K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $177.5M | 3.5M | ▲+23% Added · +645K sh | Q1 2026 | |
| 17 | SEI INVESTMENTS CO | $172.3M | 3.4M | ▲+5.8% Added · +184K sh | Q1 2026 | |
| 18 | Valmark Advisers, Inc. | $154.5M | 3.0M | ▲+2.1% Added · +62K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $143.7M | 2.8M | ▲+1.8% Added · +49K sh | Q1 2026 | |
| 20 | Asset Management One Co., Ltd. | $141.8M | 2.8M | ▲+17% Added · +397K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $99.1M | 1.9M | ▲+4.1% Added · +77K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $91.8M | 1.8M | ▲+24% Added · +351K sh | Q1 2026 | |
| 23 | Avidian Wealth Enterprises, LLC | $86.7M | 1.7M | ▲+11% Added · +164K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $81.1M | 1.6M | ▲+0.9% Added · +14K sh | Q1 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $78.2M | 1.5M | ▲+5.8% Added · +84K 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 141 funds | $12.9B |
| WALT DISNEY CO/THEDIS | 141 funds | $1.7B |
| NVIDIA CORPNVDA | 140 funds | $40.4B |
| MICROSOFT CORPMSFT | 140 funds | $31.9B |
| ISHARES CORE S&P 500 ETFIVV | 140 funds | $27.2B |
| ALPHABET INC-CL AGOOGL | 140 funds | $22.1B |
| BROADCOM INCAVGO | 140 funds | $16.0B |
| ALPHABET INC-CL CGOOG | 140 funds | $13.8B |
| JOHNSON & JOHNSONJNJ | 140 funds | $7.2B |
| WALMART INCWMT | 140 funds | $6.9B |
| ABBVIE INCABBV | 140 funds | $4.9B |
| COCA-COLA CO/THEKO | 140 funds | $4.2B |
Ranked by how many of USIG'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 USIG. 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.