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/USMC/capital-change-brief"
Use Arkolith's capital_change_brief for USMC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.9B | 30.2M | ▼−3.7% Reduced · −1.1M sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $304.6M | 4.7M | ▲+6.0% Added · +266K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $288.4M | 4.5M | ▲+5.0% Added · +213K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $69.2M | 1.1M | ▼−23% Reduced · −328K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $63.4M | 987K | ▲+54% Added · +346K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $43.7M | 680K | ▼−2.2% Reduced · −15K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.8M | 635K | ▼−15% Reduced · −110K sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $19.3M | 301K | ▼−4.0% Reduced · −13K sh | Q1 2026 | |
| 9 | Segment Wealth Management, LLC | $19.8M | 267K | ▲+4.8% Added · +12K sh | Q2 2026 | |
| 10 | Integrated Wealth Concepts LLC | $16.6M | 258K | ▲+6.9% Added · +17K sh | Q1 2026 | |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 192K | ▼−79% Reduced · −702K sh | Q1 2026 | |
| 12 | EP Wealth Advisors, LLC | $8.3M | 129K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 125K | ▲+8.3% Added · +10K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $7.7M | 120K | ▼−16% Reduced · −23K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $7.5M | 117K | ▲+35% Added · +31K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $5.0M | 80K | ▲+27% Added · +17K sh | Q1 2026 | |
| 17 | &PARTNERS | $3.8M | 59K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 18 | US BANCORP \DE\ | $3.5M | 54K | ▲+16% Added · +7K sh | Q1 2026 | |
| 19 | AE Wealth Management LLC | $3.1M | 48K | ▲New +48K sh | Q1 2026 | |
| 20 | Smartleaf Asset Management LLC | $2.9M | 47K | ▼−10% Reduced · −5K sh | Q1 2026 | |
| 21 | Orion Porfolio Solutions, LLC | $2.8M | 43K | ▼−86% Reduced · −263K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $2.4M | 38K | ▼−56% Reduced · −48K sh | Q1 2026 | |
| 23 | CreativeOne Wealth, LLC | $2.3M | 36K | ▼−7.9% Reduced · −3K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $2.3M | 36K | ▼−39% Reduced · −23K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 29K | ▼−8.4% Reduced · −3K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $14.6B |
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $14.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $12.5B |
| MICROSOFT CORPMSFT | 29 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 29 funds | $8.1B |
| JPMORGAN CHASE & COJPM | 29 funds | $5.8B |
| BROADCOM INCAVGO | 29 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $5.3B |
| VANGUARD VALUE ETFVTV | 29 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 29 funds | $4.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 29 funds | $3.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 29 funds | $3.3B |
Ranked by how many of USMC'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 USMC. 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.