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/VMBS/capital-change-brief"
Use Arkolith's capital_change_brief for VMBS. 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/ | $2.6B | 56.3M | ▼−5.8% Reduced · −3.5M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $1.3B | 27.3M | ▲+22% Added · +4.9M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.2B | 24.8M | ▲+1.0% Added · +258K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $489.2M | 10.4M | ▼−0.6% Reduced · −60K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $440.7M | 9.4M | ▲+4.2% Added · +380K sh | Q1 2026 | |
| 6 | ASSETMARK, INC | $415.7M | 8.9M | ▲+0.7% Added · +60K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $408.1M | 8.7M | ▲+4.7% Added · +393K sh | Q1 2026 | |
| 8 | MATHER GROUP, LLC. | $343.5M | 7.3M | ▲+4.1% Added · +291K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $316.3M | 6.7M | ▲+12% Added · +703K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $296.4M | 6.3M | ▲+0.3% Added · +22K sh | Q1 2026 | |
| 11 | TD PRIVATE CLIENT WEALTH LLC | $248.3M | 5.3M | ▲+6.6% Added · +330K sh | Q1 2026 | |
| 12 | UBS Group AG | $248.1M | 5.3M | ▲+258% Added · +3.8M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $248.1M | 5.3M | ▲+3.6% Added · +186K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $238.2M | 5.1M | ▲+2.8% Added · +139K sh | Q1 2026 | |
| 15 | LINCOLN NATIONAL CORP | $178.0M | 3.8M | ▲+1.1% Added · +41K sh | Q1 2026 | |
| 16 | Clearstead Advisors, LLC | $141.7M | 3.0M | ▲+9.8% Added · +270K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $118.5M | 2.5M | ▲+4.8% Added · +115K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $112.3M | 2.4M | ▼−0.9% Reduced · −23K sh | Q1 2026 | |
| 19 | KEYBANK NATIONAL ASSOCIATION/OH | $108.9M | 2.3M | ▲+2.0% Added · +46K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $85.6M | 1.8M | ▲+7.6% Added · +129K sh | Q1 2026 | |
| 21 | Alesco Advisors, LLC, An ESL Co | $75.0M | 1.6M | ▲+4.5% Added · +69K sh | Q1 2026 | |
| 22 | Valmark Advisers, Inc. | $74.7M | 1.6M | ▲+2.5% Added · +38K sh | Q1 2026 | |
| 23 | CASTLEARK MANAGEMENT LLC | $69.9M | 1.5M | ▼−13% Reduced · −218K sh | Q1 2026 | |
| 24 | Financial Engines Advisors L.L.C. | $65.4M | 1.4M | ▼−4.5% Reduced · −65K sh | Q1 2026 | |
| 25 | FIRST INTERSTATE BANK | $64.8M | 1.4M | ▲+3.3% Added · +45K 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 | 185 funds | $36.1B |
| MICROSOFT CORPMSFT | 185 funds | $30.3B |
| ALPHABET INC-CL CGOOG | 185 funds | $14.3B |
| EXXON MOBIL CORPXOM | 185 funds | $8.2B |
| AMAZON.COM INCAMZN | 184 funds | $21.9B |
| JPMORGAN CHASE & COJPM | 184 funds | $13.1B |
| ELI LILLY & COLLY | 184 funds | $8.0B |
| VISA INC-CLASS A SHARESV | 184 funds | $7.5B |
| JOHNSON & JOHNSONJNJ | 184 funds | $7.3B |
| CHEVRON CORPCVX | 184 funds | $5.1B |
| HOME DEPOT INCHD | 184 funds | $4.9B |
| PROCTER & GAMBLE CO/THEPG | 184 funds | $4.5B |
Ranked by how many of VMBS'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 VMBS. 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.