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/VB/capital-change-brief"
Use Arkolith's capital_change_brief for VB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $5.7B | 21.6M | ▼−7.7% Reduced · −1.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $2.1B | 8.0M | ▲+2.2% Added · +177K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $1.6B | 6.0M | ▼−0.4% Reduced · −26K sh | Q1 2026 | |
| 4 | UBS Group AG | $1.2B | 4.4M | ▲+13% Added · +493K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $925.9M | 3.5M | ▲+8.9% Added · +290K sh | Q1 2026 | |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $871.9M | 3.3M | ▲+4.2% Added · +134K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $870.1M | 3.3M | ▼−15% Reduced · −591K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $763.2M | 3.0M | ▲+19% Added · +476K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $736.8M | 2.8M | ▲+2.4% Added · +65K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $589.9M | 2.3M | ▼−2.3% Reduced · −53K sh | Q1 2026 | |
| 11 | Mariner, LLC | $580.3M | 2.2M | ▲+13% Added · +250K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $575.3M | 2.2M | ▼−8.4% Reduced · −202K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $547.8M | 2.1M | ▼−5.1% Reduced · −112K sh | Q1 2026 | |
| 14 | Creative Planning | $533.2M | 2.0M | ▼−4.2% Reduced · −90K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $514.1M | 2.0M | ▲+1.0% Added · +20K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $508.4M | 1.9M | ▲+12% Added · +206K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $467.2M | 1.8M | ▼−1.7% Reduced · −31K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $457.1M | 1.7M | ▲+3.5% Added · +60K sh | Q1 2026 | |
| 19 | Wealthfront Advisers LLC | $444.4M | 1.7M | ▲+8.2% Added · +129K sh | Q1 2026 | |
| 20 | CIBC Bancorp USA Inc. | $394.1M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $322.4M | 1.2M | ▲+5.4% Added · +63K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $305.4M | 1.2M | ▲+5.2% Added · +59K sh | Q1 2026 | |
| 23 | FMR LLC | $307.8M | 1.2M | ▲+2.2% Added · +25K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $307.5M | 1.2M | ▼−0.5% Reduced · −6K sh | Q1 2026 | |
| 25 | GRIMES & Co WEALTH MANAGEMENT, LLC | $298.8M | 1.1M | ▲+2.8% Added · +31K 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 |
|---|---|---|
| APPLE INCAAPL | 394 funds | $170.5B |
| MICROSOFT CORPMSFT | 394 funds | $162.3B |
| NVIDIA CORPNVDA | 391 funds | $221.7B |
| AMAZON.COM INCAMZN | 389 funds | $117.3B |
| ALPHABET INC-CL AGOOGL | 389 funds | $101.1B |
| ALPHABET INC-CL CGOOG | 388 funds | $76.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 386 funds | $29.7B |
| JPMORGAN CHASE & COJPM | 385 funds | $46.7B |
| EXXON MOBIL CORPXOM | 384 funds | $35.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 383 funds | $27.5B |
| META PLATFORMS INC-CLASS AMETA | 382 funds | $65.4B |
| JOHNSON & JOHNSONJNJ | 380 funds | $33.0B |
Ranked by how many of VB'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 VB. 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.