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/VNQI/capital-change-brief"
Use Arkolith's capital_change_brief for VNQI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $647.7M | 14.6M | ▲+2.9% Added · +414K sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $224.8M | 5.1M | ▼−3.0% Reduced · −155K sh | Q1 2026 | |
| 3 | Ballentine Partners, LLC | $70.3M | 1.6M | ▲+4.4% Added · +66K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 870K | ▲+327% Added · +666K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $35.2M | 793K | ▼−2.7% Reduced · −22K sh | Q1 2026 | |
| 6 | ASSETMARK, INC | $34.4M | 773K | ▼−58% Reduced · −1.1M sh | Q1 2026 | |
| 7 | Creative Planning | $34.0M | 766K | ▲+3.4% Added · +25K sh | Q1 2026 | |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $33.3M | 752K | ▼−18% Reduced · −160K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $32.7M | 736K | ▲+1.2% Added · +9K sh | Q1 2026 | |
| 10 | Corient Private Wealth LLC | $27.2M | 613K | ▼−7.0% Reduced · −47K sh | Q1 2026 | |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27.2M | 613K | ▼−15% Reduced · −104K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $26.7M | 601K | ▲+633% Added · +519K sh | Q1 2026 | |
| 13 | MOLLER WEALTH PARTNERS | $22.9M | 511K | ▲+5.8% Added · +28K sh | Q2 2026 | |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $22.4M | 500K | ▲+10% Added · +47K sh | Q2 2026 | |
| 15 | M&T BANK CORP | $20.3M | 456K | ▼−13% Reduced · −69K sh | Q1 2026 | |
| 16 | CHILTON CAPITAL MANAGEMENT LLC | $19.2M | 433K | ▲+13% Added · +50K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $11.0M | 247K | ▼−77% Reduced · −825K sh | Q1 2026 | |
| 18 | UBS Group AG | $10.0M | 225K | ▲+319% Added · +171K sh | Q1 2026 | |
| 19 | Rockwood Wealth Management, LLC | $9.7M | 216K | ▼−2.0% Reduced · −5K sh | Q2 2026 | |
| 20 | JMG Financial Group, Ltd. | $9.3M | 209K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 21 | EXENCIAL WEALTH ADVISORS, LLC | $8.6M | 194K | ▲+33% Added · +48K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $8.5M | 192K | ▲Added Added · +192K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $8.4M | 189K | ▼−49% Reduced · −184K sh | Q1 2026 | |
| 24 | LPL Financial LLC | $7.7M | 174K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $10.0M | 170K | ▲+8.5% Added · +13K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 93 funds | $19.4B |
| ALPHABET INC-CL CGOOG | 93 funds | $10.1B |
| VANGUARD FTSE EMERGING MARKEVWO | 93 funds | $8.4B |
| VISA INC-CLASS A SHARESV | 93 funds | $4.9B |
| TESLA INCTSLA | 93 funds | $4.3B |
| VANGUARD REAL ESTATE ETFVNQ | 93 funds | $3.5B |
| APPLE INCAAPL | 92 funds | $24.7B |
| VANGUARD S&P 500 ETFVOO | 92 funds | $14.0B |
| ALPHABET INC-CL AGOOGL | 92 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 92 funds | $9.3B |
| BROADCOM INCAVGO | 92 funds | $9.1B |
| ELI LILLY & COLLY | 92 funds | $5.2B |
Ranked by how many of VNQI'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 VNQI. 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.