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/VO/capital-change-brief"
Use Arkolith's capital_change_brief for VO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $8.0B | 27.8M | ▲+3.0% Added · +806K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $7.4B | 26.3M | ▲+22% Added · +4.8M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $5.2B | 18.1M | ▲~0% Added · +1K sh | Q1 2026 | |
| 4 | UBS Group AG | $3.8B | 13.4M | ▲+141% Added · +7.8M sh | Q1 2026 | |
| 5 | MONETA GROUP INVESTMENT ADVISORS LLC | Withheld | 9.9M | ▲+322% Added · +7.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $2.5B | 8.6M | ▲+1.6% Added · +140K sh | Q1 2026 | |
| 7 | Creative Planning | $2.4B | 8.3M | ▼−1.2% Reduced · −104K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.2B | 7.5M | ▲+5.2% Added · +372K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8B | 6.3M | ▲+2.1% Added · +128K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.7B | 5.9M | ▲+125% Added · +3.3M sh | Q1 2026 | |
| 11 | US BANCORP \DE\ | $1.6B | 5.4M | ▲+7.3% Added · +371K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $1.0B | 3.6M | ▲+9.0% Added · +295K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $924.5M | 3.2M | ▼−5.6% Reduced · −191K sh | Q1 2026 | |
| 14 | CIBC Bancorp USA Inc. | $703.7M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $677.4M | 2.4M | ▲+2.4% Added · +54K sh | Q1 2026 | |
| 16 | Mariner, LLC | $612.8M | 2.1M | ▲+6.3% Added · +127K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $595.8M | 2.1M | ▼−0.8% Reduced · −17K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $483.2M | 1.7M | ▲+3.0% Added · +49K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $478.0M | 1.7M | ▲+233% Added · +1.2M sh | Q1 2026 | |
| 20 | Chicago Partners Investment Group LLC | Withheld | 1.6M | ▲+318% Added · +1.2M sh | Q1 2026 | |
| 21 | Allworth Financial LP | $440.1M | 1.5M | ▲+0.8% Added · +12K sh | Q1 2026 | |
| 22 | JMG Financial Group, Ltd. | $401.1M | 1.4M | ▲+3.4% Added · +46K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $397.7M | 1.4M | ▲+8.3% Added · +106K sh | Q1 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $394.8M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $383.5M | 1.3M | ▲+19% Added · +215K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 387 funds | $132.0B |
| APPLE INCAAPL | 386 funds | $142.6B |
| NVIDIA CORPNVDA | 385 funds | $173.6B |
| AMAZON.COM INCAMZN | 383 funds | $94.1B |
| JPMORGAN CHASE & COJPM | 381 funds | $41.4B |
| ALPHABET INC-CL CGOOG | 380 funds | $58.3B |
| ALPHABET INC-CL AGOOGL | 378 funds | $85.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 377 funds | $30.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 376 funds | $24.4B |
| META PLATFORMS INC-CLASS AMETA | 375 funds | $51.5B |
| ELI LILLY & COLLY | 375 funds | $38.6B |
| VISA INC-CLASS A SHARESV | 374 funds | $35.3B |
Ranked by how many of VO'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 VO. 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.