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/USRT/capital-change-brief"
Use Arkolith's capital_change_brief for USRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $271.3M | 4.6M | ▼−1.9% Reduced · −88K sh | Q1 2026 | |
| 2 | US BANCORP \DE\ | $165.5M | 2.8M | ▼−0.6% Reduced · −16K sh | Q1 2026 | |
| 3 | GLENMEDE TRUST CO NA | $116.3M | 2.0M | ▲+13% Added · +219K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $107.7M | 1.8M | ▼−1.2% Reduced · −21K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $56.6M | 957K | ▲36× Added · +930K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $56.4M | 953K | ▼−56% Reduced · −1.2M sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $54.2M | 916K | ▲+5.0% Added · +44K sh | Q1 2026 | |
| 8 | FIFTH THIRD BANCORP | $46.0M | 778K | ▲2k× Added · +777K sh | Q1 2026 | |
| 9 | Prime Capital Investment Advisors, LLC | $45.8M | 774K | ▲127× Added · +768K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $44.6M | 753K | ▲+10% Added · +70K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $42.2M | 714K | ▲+14% Added · +89K sh | Q1 2026 | |
| 12 | Corient Private Wealth LLC | $36.6M | 619K | ▼−3.0% Reduced · −19K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $35.0M | 592K | ▼−59% Reduced · −842K sh | Q1 2026 | |
| 14 | Apollon Wealth Management, LLC | $34.1M | 576K | ▲+7.1% Added · +38K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $33.1M | 559K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 16 | MISSION WEALTH MANAGEMENT, LP | $31.1M | 526K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 17 | Charles Schwab Trust Co | $26.1M | 392K | ▼−4.5% Reduced · −19K sh | Q2 2026 | |
| 18 | CHOREO, LLC | $22.9M | 387K | ▼−12% Reduced · −54K sh | Q1 2026 | |
| 19 | SMI Advisory Services, LLC | $25.3M | 378K | ▲New +378K sh | Q2 2026 | |
| 20 | STEPHENS INC /AR/ | $21.6M | 366K | ▲+1.4% Added · +5K sh | Q1 2026 | |
| 21 | S. R. Schill & Associates | $21.7M | 327K | ▲+8.0% Added · +24K sh | Q2 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.0M | 299K | ▼−29% Reduced · −121K sh | Q2 2026 | |
| 23 | UBS Group AG | $16.7M | 282K | ▼−6.3% Reduced · −19K sh | Q1 2026 | |
| 24 | Pure Financial Advisors, LLC | $16.5M | 278K | ▲+13% Added · +33K sh | Q1 2026 | |
| 25 | PGIM Custom Harvest LLC | $15.8M | 267K | ▼−3.7% Reduced · −10K 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 | 102 funds | $36.4B |
| MICROSOFT CORPMSFT | 102 funds | $28.2B |
| ELI LILLY & COLLY | 102 funds | $6.7B |
| APPLE INCAAPL | 101 funds | $34.5B |
| ALPHABET INC-CL AGOOGL | 101 funds | $19.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 101 funds | $18.4B |
| ALPHABET INC-CL CGOOG | 101 funds | $12.1B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $11.7B |
| JPMORGAN CHASE & COJPM | 101 funds | $11.4B |
| JOHNSON & JOHNSONJNJ | 101 funds | $6.5B |
| WALMART INCWMT | 101 funds | $6.3B |
| TESLA INCTSLA | 101 funds | $6.3B |
Ranked by how many of USRT'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 USRT. 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.