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/VCRB/capital-change-brief"
Use Arkolith's capital_change_brief for VCRB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | $854.4M | 11.0M | ▲+19% Added · +1.8M sh | Q1 2026 | |
| 2 | SIGNATUREFD, LLC | $421.4M | 5.4M | ▲+8.2% Added · +411K sh | Q1 2026 | |
| 3 | Advance Capital Management, Inc. | $288.0M | 3.7M | ▲+13% Added · +432K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $266.7M | 3.4M | ▲94× Added · +3.4M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $187.7M | 2.4M | ▲+20% Added · +411K sh | Q1 2026 | |
| 6 | NEPC LLC | $180.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 7 | Forvis Mazars Wealth Advisors, LLC | $158.7M | 2.1M | ▲+20% Added · +338K sh | Q1 2026 | |
| 8 | Martel Wealth Advisors LLC | $129.2M | 1.7M | ▲+5.8% Added · +92K sh | Q2 2026 | |
| 9 | ASSETMARK, INC | $107.2M | 1.4M | ▲+1.8% Added · +24K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $82.3M | 1.1M | ▲+15% Added · +138K sh | Q1 2026 | |
| 11 | Financial Engines Advisors L.L.C. | $76.0M | 983K | ▲+5.7% Added · +53K sh | Q1 2026 | |
| 12 | BLB&B Advisors, LLC | $73.9M | 955K | ▲+9.5% Added · +83K sh | Q1 2026 | |
| 13 | ALERUS FINANCIAL NA | $73.4M | 949K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 14 | ORRSTOWN FINANCIAL SERVICES INC | $69.1M | 895K | ▲+1.2% Added · +11K sh | Q2 2026 | |
| 15 | Orion Porfolio Solutions, LLC | $69.0M | 892K | ▼−6.1% Reduced · −58K sh | Q1 2026 | |
| 16 | Magnolia Wealth Management, LLC | $55.4M | 717K | ▲+11% Added · +74K sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $48.6M | 628K | ▲+12% Added · +69K sh | Q1 2026 | |
| 18 | BOK Financial Private Wealth, Inc. | $47.3M | 611K | ▲New +611K sh | Q1 2026 | |
| 19 | Envestnet Portfolio Solutions, Inc. | $41.4M | 534K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 20 | Zhang Financial LLC | $40.7M | 525K | ▲+120% Added · +286K sh | Q1 2026 | |
| 21 | Mills Wealth Advisors LLC | $39.7M | 514K | ▲+13% Added · +58K sh | Q2 2026 | |
| 22 | HUB Investment Partners, LLC | $39.7M | 513K | ▲+17% Added · +73K sh | Q1 2026 | |
| 23 | EVOLVE PRIVATE WEALTH, LLC | $36.1M | 467K | ▲New +467K sh | Q1 2026 | |
| 24 | Rise Advisors, LLC | $35.5M | 460K | ▲+53% Added · +158K sh | Q2 2026 | |
| 25 | Meeder Advisory Services, Inc. | $35.1M | 453K | ▲+4.9% Added · +21K 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 | 73 funds | $12.4B |
| MICROSOFT CORPMSFT | 73 funds | $10.9B |
| VANGUARD S&P 500 ETFVOO | 73 funds | $10.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 73 funds | $6.4B |
| VANGUARD GROWTH ETFVUG | 73 funds | $6.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $5.8B |
| VANGUARD VALUE ETFVTV | 73 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 73 funds | $5.1B |
| BROADCOM INCAVGO | 73 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 73 funds | $4.3B |
| EXXON MOBIL CORPXOM | 73 funds | $3.3B |
Ranked by how many of VCRB'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 VCRB. 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.