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/USPX/capital-change-brief"
Use Arkolith's capital_change_brief for USPX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | $666.0M | 11.7M | ▲+1.4% Added · +160K sh | Q1 2026 | |
| 2 | Sanctuary Advisors, LLC | $121.7M | 2.1M | ▲+7.7% Added · +153K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | $80.3M | 1.4M | ▲+7.2% Added · +94K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $27.9M | 506K | ▲+10% Added · +47K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $10.7M | 189K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 6 | Atria Investments, Inc | $5.6M | 98K | ▲+37% Added · +26K sh | Q1 2026 | |
| 7 | RFG Advisory, LLC | $4.2M | 65K | ▲New +65K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $3.5M | 62K | ▲+189% Added · +40K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $2.8M | 50K | —Held | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $2.3M | 40K | ▼−27% Reduced · −14K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $930K | 16K | ▲+27% Added · +3K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $778K | 14K | ▲+2.8% Added · +372 sh | Q1 2026 | |
| 13 | Mariner, LLC | $363K | 6K | ▼−3.4% Reduced · −223 sh | Q1 2026 | |
| 14 | GTS SECURITIES LLC | $362K | 6K | ▲+4.7% Added · +285 sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $312K | 5K | ▼−80% Reduced · −22K sh | Q1 2026 | |
| 16 | Bogart Wealth, LLC | $145K | 3K | —Held | Q1 2026 | |
| 17 | Larson Financial Group LLC | $101K | 2K | —Held | Q1 2026 | |
| 18 | TOWER TRUST & INVESTMENT Co | $82K | 1K | ▲New +1K sh | Q2 2026 | |
| 19 | ROTHSCHILD INVESTMENT LLC | $64K | 1K | —Held | Q1 2026 | |
| 20 | HUNTINGTON NATIONAL BANK | $51K | 899 | —Held | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51K | 895 | ▲New +895 sh | Q1 2026 | |
| 22 | CITIGROUP INC | $42K | 732 | ▲New +732 sh | Q1 2026 | |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $27K | 480 | ▼−38% Reduced · −297 sh | Q1 2026 | |
| 24 | FMR LLC | $7K | 118 | ▼−86% Reduced · −743 sh | Q1 2026 | |
| 25 | SIGNATUREFD, LLC | $887 | 16 | —Held | 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 | 8 funds | $6.2B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $4.1B |
| MICROSOFT CORPMSFT | 8 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 8 funds | $2.3B |
| BROADCOM INCAVGO | 8 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 8 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.8B |
| SS SPDR DOW JONES INDUS AVGDIA | 8 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 8 funds | $1.5B |
| TESLA INCTSLA | 8 funds | $1.3B |
Ranked by how many of USPX'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 USPX. 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.