This stock 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/VFMO/capital-change-brief"
Use Arkolith's capital_change_brief for VFMO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RITHOLTZ WEALTH MANAGEMENT | $139.4M | 707K | ▲+8.6% Added · +56K sh | Q1 2026 | |
| 2 | Strategic Financial Services, Inc. | $56.3M | 286K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $31.7M | 161K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 4 | DAVIDSON INVESTMENT ADVISORS | $30.3M | 154K | ▲+4.7% Added · +7K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $29.9M | 152K | ▲+8.4% Added · +12K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $29.6M | 150K | ▲+32% Added · +37K sh | Q1 2026 | |
| 7 | ANDERSON HOAGLAND & CO | $27.4M | 110K | ▼−3.8% Reduced · −4K sh | Q2 2026 | |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $26.0M | 104K | ▼−4.8% Reduced · −5K sh | Q2 2026 | |
| 9 | Systelligence, LLC | $23.3M | 93K | ▼−9.3% Reduced · −10K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $18.1M | 92K | ▲+9.1% Added · +8K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $14.9M | 75K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 12 | Armbruster Capital Management, Inc. | $11.9M | 48K | ▼−4.2% Reduced · −2K sh | Q2 2026 | |
| 13 | UBS Group AG | $8.5M | 43K | ▲+0.6% Added · +263 sh | Q1 2026 | |
| 14 | &PARTNERS | $7.8M | 39K | ▲+51% Added · +13K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $7.4M | 37K | ▲+13% Added · +4K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $6.6M | 33K | ▲+25% Added · +7K sh | Q1 2026 | |
| 17 | Hobart Private Capital, LLC | $8.1M | 32K | ▲+0.9% Added · +292 sh | Q2 2026 | |
| 18 | Private Advisor Group, LLC | $5.9M | 30K | ▼−6.9% Reduced · −2K sh | Q1 2026 | |
| 19 | Stratos Wealth Advisors, LLC | $5.4M | 27K | ▲+8.1% Added · +2K sh | Q1 2026 | |
| 20 | LINCOLN CAPITAL CORP | $6.6M | 27K | ▲+3.3% Added · +860 sh | Q2 2026 | |
| 21 | Merit Financial Group, LLC | $5.2M | 27K | ▼−1.2% Reduced · −317 sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 24K | ▲+21% Added · +4K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $4.1M | 21K | ▲+418% Added · +17K sh | Q1 2026 | |
| 24 | UMB Bank, n.a. | $3.8M | 19K | ▲+0.9% Added · +170 sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $3.2M | 16K | ▼−25% Reduced · −5K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 59 funds | $19.6B |
| APPLE INCAAPL | 59 funds | $18.7B |
| MICROSOFT CORPMSFT | 59 funds | $14.6B |
| AMAZON.COM INCAMZN | 59 funds | $11.9B |
| ALPHABET INC-CL AGOOGL | 59 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $8.4B |
| BROADCOM INCAVGO | 59 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 59 funds | $6.7B |
| ALPHABET INC-CL CGOOG | 59 funds | $5.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 59 funds | $5.1B |
| WALMART INCWMT | 59 funds | $4.0B |
Ranked by how many of VFMO'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VFMO. 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.