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/VFH/capital-change-brief"
Use Arkolith's capital_change_brief for VFH. 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/ | $2.9B | 23.9M | ▲+1.6% Added · +379K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $442.8M | 3.7M | ▲+1.7% Added · +61K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $233.5M | 1.9M | ▲+6.7% Added · +122K sh | Q1 2026 | |
| 4 | UBS Group AG | $230.3M | 1.9M | ▲+10% Added · +176K sh | Q1 2026 | |
| 5 | PGIM Custom Harvest LLC | $196.2M | 1.6M | ▲+7.8% Added · +118K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $154.5M | 1.3M | ▲+3.4% Added · +43K sh | Q1 2026 | |
| 7 | FMR LLC | $116.5M | 965K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $112.9M | 932K | ▼−2.6% Reduced · −25K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $111.0M | 919K | ▼−7.4% Reduced · −73K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $80.8M | 669K | ▲New +669K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $70.1M | 580K | ▲+9.4% Added · +50K sh | Q1 2026 | |
| 12 | Beacon Capital Management, Inc. | $67.0M | 554K | ▼−30% Reduced · −238K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $55.9M | 463K | ▼−1.5% Reduced · −7K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $54.5M | 451K | ▼−20% Reduced · −113K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $52.0M | 439K | ▼−7.2% Reduced · −34K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $50.5M | 418K | ▼−7.1% Reduced · −32K sh | Q1 2026 | |
| 17 | Lido Advisors, LLC | $40.3M | 334K | ▲+3.9% Added · +13K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.8M | 288K | ▼−22% Reduced · −81K sh | Q1 2026 | |
| 19 | ALLIANZ SE | $32.3M | 268K | ▲6k× Added · +268K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $31.0M | 257K | ▼−21% Reduced · −67K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $29.6M | 245K | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 22 | M&T BANK CORP | $29.4M | 243K | ▼−10% Reduced · −28K sh | Q1 2026 | |
| 23 | TD Waterhouse Canada Inc. | $25.7M | 213K | ▲+6.1% Added · +12K sh | Q1 2026 | |
| 24 | Pinnacle Financial Partners, Inc. | $25.6M | 212K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 25 | Corient Private Wealth LLC | $24.3M | 207K | ▼−0.7% Reduced · −1K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 219 funds | $39.0B |
| ALPHABET INC-CL AGOOGL | 219 funds | $26.1B |
| APPLE INCAAPL | 218 funds | $51.0B |
| NVIDIA CORPNVDA | 218 funds | $46.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 218 funds | $35.1B |
| BROADCOM INCAVGO | 218 funds | $18.3B |
| VISA INC-CLASS A SHARESV | 218 funds | $10.5B |
| AMAZON.COM INCAMZN | 217 funds | $29.7B |
| ALPHABET INC-CL CGOOG | 217 funds | $17.9B |
| ELI LILLY & COLLY | 217 funds | $10.3B |
| COSTCO WHOLESALE CORPCOST | 217 funds | $10.0B |
| EXXON MOBIL CORPXOM | 217 funds | $9.8B |
Ranked by how many of VFH'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 VFH. 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.