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/VIOO/capital-change-brief"
Use Arkolith's capital_change_brief for VIOO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $153.5M | 1.1M | ▲+2.7% Added · +29K sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $101.2M | 881K | ▲+10% Added · +81K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $90.5M | 788K | ▲+2.1% Added · +16K sh | Q1 2026 | |
| 4 | Mariner, LLC | $70.8M | 617K | ▼−3.3% Reduced · −21K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $52.2M | 455K | ▲+28% Added · +100K sh | Q1 2026 | |
| 6 | Cerity Partners LLC | $51.3M | 447K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $43.7M | 380K | ▼−4.9% Reduced · −20K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $43.4M | 378K | ▲+8.9% Added · +31K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $41.7M | 363K | ▲+32% Added · +88K sh | Q1 2026 | |
| 10 | UBS Group AG | $41.0M | 357K | ▼~0% Reduced · −64 sh | Q1 2026 | |
| 11 | Pathstone Holdings, LLC | $40.6M | 354K | ▲+660% Added · +307K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $39.2M | 351K | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $32.8M | 285K | ▲+9.2% Added · +24K sh | Q1 2026 | |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | $29.7M | 259K | ▲+36% Added · +69K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $28.9M | 251K | ▼−4.4% Reduced · −12K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $27.9M | 243K | ▲+12% Added · +25K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.4M | 239K | ▲+0.2% Added · +496 sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $25.8M | 224K | ▼−6.2% Reduced · −15K sh | Q1 2026 | |
| 19 | Savant Capital, LLC | $23.3M | 203K | ▼−4.0% Reduced · −9K sh | Q1 2026 | |
| 20 | OLD NATIONAL BANCORP /IN/ | $19.9M | 174K | ▼−2.2% Reduced · −4K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $19.5M | 169K | ▼−4.2% Reduced · −7K sh | Q1 2026 | |
| 22 | Wiser Wealth Management, Inc | $21.1M | 153K | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 23 | AdvisorNet Financial, Inc | $16.1M | 140K | ▲+20% Added · +24K sh | Q1 2026 | |
| 24 | Pinnacle Financial Partners, Inc. | $10.9M | 95K | ▲+0.9% Added · +897 sh | Q1 2026 | |
| 25 | Berman McAleer LLC | $12.7M | 92K | ▼−1.4% Reduced · −1K sh | Q2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 103 funds | $30.8B |
| MICROSOFT CORPMSFT | 103 funds | $22.0B |
| APPLE INCAAPL | 102 funds | $29.2B |
| VANGUARD S&P 500 ETFVOO | 102 funds | $17.4B |
| ALPHABET INC-CL AGOOGL | 102 funds | $15.1B |
| ALPHABET INC-CL CGOOG | 102 funds | $11.0B |
| JPMORGAN CHASE & COJPM | 102 funds | $10.0B |
| JOHNSON & JOHNSONJNJ | 102 funds | $5.6B |
| ELI LILLY & COLLY | 102 funds | $5.6B |
| CATERPILLAR INCCAT | 102 funds | $3.3B |
| ISHARES MSCI EAFE ETFEFA | 102 funds | $2.5B |
| PEPSICO INCPEP | 102 funds | $2.1B |
Ranked by how many of VIOO'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 VIOO. 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.