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/VBIL/capital-change-brief"
Use Arkolith's capital_change_brief for VBIL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WIT, LLC | $200.3M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 2 | Nicholas Hoffman & Company, LLC. | $178.9M | 2.4M | ▲+31% Added · +565K sh | Q1 2026 | |
| 3 | Evanson Financial, LLC | $152.5M | 2.0M | ▲New +2.0M sh | Q2 2026 | |
| 4 | Evanson Asset Management, LLC | $142.2M | 1.9M | ▼−1.3% Reduced · −24K sh | Q1 2026 | |
| 5 | Elm Partners Management LLC | $139.4M | 1.8M | ▲17× Added · +1.7M sh | Q1 2026 | |
| 6 | SCS Capital Management LLC | $112.3M | 1.5M | ▲+8.3% Added · +113K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $106.9M | 1.4M | ▲+54% Added · +496K sh | Q1 2026 | |
| 8 | GREENHAVEN ASSOCIATES INC | $90.5M | 1.2M | ▲+55% Added · +424K sh | Q1 2026 | |
| 9 | UBS Group AG | $77.5M | 1.0M | ▲+84% Added · +467K sh | Q1 2026 | |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $73.2M | 967K | ▼−21% Reduced · −258K sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $71.3M | 942K | ▲+21% Added · +165K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $71.0M | 939K | ▲+67% Added · +376K sh | Q1 2026 | |
| 13 | Bridgewealth Advisory Group, LLC | $60.0M | 793K | ▲+25% Added · +160K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $40.0M | 529K | ▲+9.3% Added · +45K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $36.1M | 477K | ▲+49% Added · +157K sh | Q1 2026 | |
| 16 | Pathway Financial Advisors LLC | $31.1M | 412K | ▲+7.5% Added · +29K sh | Q2 2026 | |
| 17 | Apella Capital, LLC | $31.1M | 412K | ▼−9.4% Reduced · −43K sh | Q2 2026 | |
| 18 | ANDERSON HOAGLAND & CO | $28.4M | 376K | ▲+235% Added · +264K sh | Q2 2026 | |
| 19 | Kohmann Bosshard Financial Services, LLC | $25.2M | 333K | ▲+629% Added · +288K sh | Q2 2026 | |
| 20 | Cardinal Point Capital Management ULC | $24.3M | 321K | ▲+17% Added · +48K sh | Q2 2026 | |
| 21 | Garde Capital, Inc. | $22.9M | 303K | ▲New +303K sh | Q1 2026 | |
| 22 | Whitaker-Myers Wealth Managers, LTD. | $22.0M | 291K | ▲+25% Added · +57K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $20.7M | 274K | ▲+43% Added · +82K sh | Q1 2026 | |
| 24 | Symmetry Partners, LLC | $20.7M | 273K | ▲+42% Added · +81K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $19.4M | 257K | ▲+11% Added · +25K 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 74 funds | $12.0B |
| ALPHABET INC-CL AGOOGL | 74 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 74 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 74 funds | $7.2B |
| TESLA INCTSLA | 74 funds | $3.6B |
| CHEVRON CORPCVX | 74 funds | $2.8B |
| APPLE INCAAPL | 73 funds | $20.3B |
| NVIDIA CORPNVDA | 73 funds | $18.6B |
| MICROSOFT CORPMSFT | 73 funds | $14.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $13.8B |
| BROADCOM INCAVGO | 73 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $7.0B |
Ranked by how many of VBIL'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 VBIL. 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.