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/VLUE/capital-change-brief"
Use Arkolith's capital_change_brief for VLUE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3B | 23.0M | ▲+1.2% Added · +282K sh | Q1 2026 | |
| 2 | Mason Investment Advisory Services, Inc. | $660.5M | 4.6M | ▼−1.0% Reduced · −48K sh | Q1 2026 | |
| 3 | Matson Money. Inc. | $349.2M | 2.5M | ▼−5.6% Reduced · −146K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $229.3M | 1.6M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $221.0M | 1.6M | ▲+11% Added · +149K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $182.9M | 1.3M | ▲+884% Added · +1.2M sh | Q1 2026 | |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $168.1M | 1.2M | ▼−3.8% Reduced · −47K sh | Q1 2026 | |
| 8 | Wharton Business Group, LLC | $164.0M | 1.2M | ▼−3.6% Reduced · −43K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $133.6M | 939K | ▲+75% Added · +401K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $131.8M | 927K | ▲+10% Added · +87K sh | Q1 2026 | |
| 11 | FMR LLC | $102.6M | 721K | ▲+19% Added · +114K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $92.4M | 667K | ▲+61% Added · +254K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $87.9M | 618K | ▲+75% Added · +265K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $79.4M | 559K | ▲+1.5% Added · +8K sh | Q1 2026 | |
| 15 | UBS Group AG | $49.7M | 349K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $47.2M | 332K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 17 | M&T BANK CORP | $44.6M | 313K | ▼−4.2% Reduced · −14K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $43.9M | 309K | ▲+431% Added · +251K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $43.5M | 306K | ▲+75% Added · +132K sh | Q1 2026 | |
| 20 | CWM, LLC | $41.2M | 290K | ▲+25% Added · +58K sh | Q1 2026 | |
| 21 | STATE OF MICHIGAN RETIREMENT SYSTEM | $39.8M | 280K | ▼−38% Reduced · −168K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $37.0M | 261K | ▲+32% Added · +64K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $34.7M | 244K | ▲+7.7% Added · +17K sh | Q1 2026 | |
| 24 | PRUDENTIAL PLC | $31.8M | 224K | ▲+87% Added · +104K sh | Q1 2026 | |
| 25 | One Capital Management, LLC | $31.4M | 221K | ▲+177% Added · +141K 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 | 155 funds | $32.3B |
| MICROSOFT CORPMSFT | 155 funds | $27.0B |
| ALPHABET INC-CL AGOOGL | 155 funds | $19.1B |
| META PLATFORMS INC-CLASS AMETA | 155 funds | $11.8B |
| ALPHABET INC-CL CGOOG | 155 funds | $11.4B |
| ELI LILLY & COLLY | 155 funds | $7.9B |
| VISA INC-CLASS A SHARESV | 155 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 155 funds | $6.7B |
| CHEVRON CORPCVX | 155 funds | $4.8B |
| HOME DEPOT INCHD | 155 funds | $4.5B |
| BROADCOM INCAVGO | 154 funds | $12.1B |
| JPMORGAN CHASE & COJPM | 154 funds | $12.0B |
Ranked by how many of VLUE'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 VLUE. 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.