30 tracked 13F filers disclose a position in VALQ as of the latest SEC 13F filings, a combined $272.4M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $122.8M | 1.9M | ▲+8.4% Added · +146K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $56.8M | 873K | ▲+2.8% Added · +24K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $39.4M | 606K | ▼−0.1% Reduced · −551 sh | Q1 2026 | |
| 4 | Pinnacle Financial Partners, Inc. | $14.8M | 228K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 5 | Stratos Wealth Advisors, LLC | $9.2M | 142K | ▼−7.4% Reduced · −11K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $7.6M | 117K | ▲+0.3% Added · +418 sh | Q1 2026 | |
| 7 | Kingsview Wealth Management, LLC | $7.4M | 114K | ▲New +114K sh | Q1 2026 | |
| 8 | Ameritas Advisory Services, LLC | $3.2M | 49K | ▲+0.8% Added · +371 sh | Q1 2026 | |
| 9 | Rubicon Advisors, GP | $2.2M | 34K | ▲+554% Added · +28K sh | Q1 2026 | |
| 10 | Heritage Wealth Advisors | $1.1M | 17K | ▼−3.3% Reduced · −596 sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 17K | ▲+125% Added · +9K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $891K | 14K | ▲New +14K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $762K | 12K | ▼−9.9% Reduced · −1K sh | Q1 2026 | |
| 14 | Financial Engines Advisors L.L.C. | $728K | 11K | —Held | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $685K | 11K | ▲New +11K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $629K | 10K | ▲+0.3% Added · +29 sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $575K | 9K | ▼−1.8% Reduced · −164 sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $473K | 7K | ▼−30% Reduced · −3K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $431K | 7K | ▲+19% Added · +1K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $410K | 6K | ▼−59% Reduced · −9K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $325K | 5K | ▲New +5K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $259K | 4K | ▲+5.0% Added · +176 sh | Q2 2026 | |
| 23 | Farther Finance Advisors, LLC | $225K | 3K | —Held | Q1 2026 | |
| 24 | UBS Group AG | $138K | 2K | ▲35× Added · +2K sh | Q1 2026 | |
| 25 | MAI Capital Management | $94K | 1K | —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.
Last quarter, 1 fund opened a new position in VALQ and 4 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $7.3B |
| NVIDIA CORPNVDA | 10 funds | $4.5B |
| APPLE INCAAPL | 10 funds | $3.3B |
| AMAZON.COM INCAMZN | 10 funds | $3.1B |
| MICROSOFT CORPMSFT | 10 funds | $2.9B |
| STE STR SPDR PT DW EU ETFSPDW | 10 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.1B |
| SCHWAB US MID CAP ETFSCHM | 10 funds | $1.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 10 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 10 funds | $1.7B |
Ranked by how many of VALQ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/VALQ/capital-change-brief"
Use Arkolith's capital_change_brief for VALQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VALQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.