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/USMV/capital-change-brief"
Use Arkolith's capital_change_brief for USMV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $1.4B | 15.4M | ▲+26% Added · +3.1M sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $1.3B | 14.3M | ▲+3.5% Added · +478K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $1.2B | 12.8M | ▼−1.9% Reduced · −248K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $1.2B | 12.7M | ▼−16% Reduced · −2.5M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $582.5M | 6.3M | ▼−0.1% Reduced · −8K sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $458.5M | 4.7M | ▲+7.6% Added · +332K sh | Q2 2026 | |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | $415.7M | 4.5M | ▼−4.0% Reduced · −186K sh | Q1 2026 | |
| 8 | Catalyst Capital Advisors LLC | $393.5M | 4.2M | ▲+13% Added · +490K sh | Q1 2026 | |
| 9 | Millburn Ridgefield LLC /DE/ | $393.5M | 4.2M | ▲+13% Added · +490K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $369.6M | 4.0M | ▲+14% Added · +504K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $328.6M | 3.5M | ▲+0.9% Added · +34K sh | Q1 2026 | |
| 12 | UBS Group AG | $299.4M | 3.2M | ▼−5.6% Reduced · −190K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $298.6M | 3.2M | ▼−23% Reduced · −942K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $226.6M | 2.4M | ▼−13% Reduced · −365K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $200.5M | 2.2M | ▲+1.9% Added · +39K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $176.8M | 1.9M | ▼−4.4% Reduced · −89K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $171.1M | 1.9M | ▼−47% Reduced · −1.7M sh | Q1 2026 | |
| 18 | SEI INVESTMENTS CO | $144.7M | 1.6M | ▲+1.9% Added · +29K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $144.6M | 1.6M | ▼−6.3% Reduced · −105K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.1M | 1.5M | ▼−9.2% Reduced · −154K sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $125.8M | 1.4M | ▲+469% Added · +1.1M sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $124.6M | 1.3M | ▼−14% Reduced · −211K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $123.0M | 1.3M | ▲+8.4% Added · +103K sh | Q1 2026 | |
| 24 | JOHNSON INVESTMENT COUNSEL INC | $118.4M | 1.3M | ▲+3.5% Added · +43K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $116.0M | 1.3M | ▼−50% Reduced · −1.2M 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 | 265 funds | $155.9B |
| AMAZON.COM INCAMZN | 265 funds | $83.5B |
| APPLE INCAAPL | 264 funds | $129.9B |
| MICROSOFT CORPMSFT | 264 funds | $116.3B |
| ALPHABET INC-CL AGOOGL | 263 funds | $70.2B |
| BROADCOM INCAVGO | 262 funds | $60.4B |
| ALPHABET INC-CL CGOOG | 262 funds | $51.9B |
| META PLATFORMS INC-CLASS AMETA | 262 funds | $45.9B |
| JPMORGAN CHASE & COJPM | 261 funds | $35.4B |
| VISA INC-CLASS A SHARESV | 261 funds | $29.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 261 funds | $28.4B |
| COSTCO WHOLESALE CORPCOST | 261 funds | $21.4B |
Ranked by how many of USMV'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 USMV. 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.