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/VBK/capital-change-brief"
Use Arkolith's capital_change_brief for VBK. 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/ | $2.6B | 8.4M | ▼−18% Reduced · −1.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $585.3M | 1.9M | ▲+2.9% Added · +54K sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $486.4M | 1.6M | ▲+2.8% Added · +44K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $311.7M | 1.0M | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 5 | SEI INVESTMENTS CO | $297.6M | 985K | ▲+1.6% Added · +16K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $271.7M | 899K | ▼−1.2% Reduced · −11K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $253.2M | 838K | ▼−6.6% Reduced · −60K sh | Q1 2026 | |
| 8 | EP Wealth Advisors, LLC | $244.2M | 808K | ▲+4.0% Added · +31K sh | Q1 2026 | |
| 9 | UBS Group AG | $232.6M | 770K | ▲+5.9% Added · +43K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $210.9M | 698K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 11 | Cohen Klingenstein LLC | $234.4M | 641K | ▼−3.1% Reduced · −20K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $192.6M | 637K | ▲+21% Added · +111K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $182.0M | 617K | ▲+20% Added · +102K sh | Q1 2026 | |
| 14 | MATHER GROUP, LLC. | $182.5M | 604K | ▲+0.1% Added · +568 sh | Q1 2026 | |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | $162.1M | 536K | ▲+5.8% Added · +29K sh | Q1 2026 | |
| 16 | CHOREO, LLC | $160.7M | 532K | ▲+1.6% Added · +8K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $147.4M | 488K | ▲+18% Added · +74K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $144.2M | 477K | ▼−7.3% Reduced · −38K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $144.1M | 477K | ▼−1.3% Reduced · −6K sh | Q1 2026 | |
| 20 | RWA WEALTH PARTNERS, LLC | $111.4M | 368K | ▲+4.5% Added · +16K sh | Q1 2026 | |
| 21 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $111.0M | 367K | ▲New +367K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $99.1M | 328K | ▼−12% Reduced · −44K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $96.0M | 318K | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $95.9M | 317K | ▲+4.7% Added · +14K sh | Q1 2026 | |
| 25 | Mill Creek Capital Advisors, LLC | $95.7M | 317K | ▲+0.9% Added · +3K 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 254 funds | $55.5B |
| NVIDIA CORPNVDA | 253 funds | $128.2B |
| APPLE INCAAPL | 253 funds | $100.0B |
| MICROSOFT CORPMSFT | 253 funds | $95.3B |
| JPMORGAN CHASE & COJPM | 253 funds | $24.7B |
| AMAZON.COM INCAMZN | 252 funds | $71.4B |
| ALPHABET INC-CL CGOOG | 252 funds | $46.4B |
| META PLATFORMS INC-CLASS AMETA | 251 funds | $40.7B |
| EXXON MOBIL CORPXOM | 251 funds | $20.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 249 funds | $17.3B |
| COSTCO WHOLESALE CORPCOST | 249 funds | $15.4B |
| VISA INC-CLASS A SHARESV | 248 funds | $26.7B |
Ranked by how many of VBK'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 VBK. 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.