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/VOE/capital-change-brief"
Use Arkolith's capital_change_brief for VOE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $876.9M | 4.8M | ▲+0.2% Added · +8K sh | Q1 2026 | |
| 2 | ASSETMARK, INC | $798.6M | 4.3M | ▼−4.2% Reduced · −191K sh | Q1 2026 | |
| 3 | EP Wealth Advisors, LLC | $762.9M | 4.1M | ▲+6.0% Added · +234K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $570.8M | 3.1M | ▲+19% Added · +506K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $561.2M | 3.0M | ▼−2.5% Reduced · −77K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $495.4M | 2.7M | ▼−0.6% Reduced · −16K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $446.3M | 2.4M | ▼−5.0% Reduced · −128K sh | Q1 2026 | |
| 8 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $299.8M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 9 | UBS Group AG | $270.0M | 1.5M | ▲+5.3% Added · +73K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $269.3M | 1.5M | ▼−0.5% Reduced · −7K sh | Q1 2026 | |
| 11 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $241.7M | 1.2M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $222.1M | 1.2M | ▲+6.2% Added · +71K sh | Q1 2026 | |
| 13 | FMR LLC | $204.3M | 1.1M | ▲+6.8% Added · +70K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $201.6M | 1.1M | ▲+1.7% Added · +19K sh | Q1 2026 | |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | $200.9M | 1.1M | ▲+6.6% Added · +67K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192.7M | 1.0M | ▲+6.8% Added · +66K sh | Q1 2026 | |
| 17 | Orgel Wealth Management, LLC | $190.1M | 962K | ▲+7.0% Added · +63K sh | Q2 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $162.7M | 883K | ▼−11% Reduced · −109K sh | Q1 2026 | |
| 19 | Wellspring Financial Advisors, LLC | Withheld | 784K | ▼−0.1% Reduced · −782 sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $132.7M | 720K | ▼−8.9% Reduced · −71K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $129.6M | 703K | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $126.0M | 684K | ▲+1.0% Added · +7K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $121.6M | 660K | ▲+63% Added · +254K sh | Q1 2026 | |
| 24 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $112.8M | 612K | ▼−1.8% Reduced · −11K sh | Q1 2026 | |
| 25 | Mariner, LLC | $111.2M | 603K | ▼−2.9% Reduced · −18K 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 251 funds | $32.5B |
| APPLE INCAAPL | 250 funds | $117.8B |
| MICROSOFT CORPMSFT | 249 funds | $105.7B |
| AMAZON.COM INCAMZN | 249 funds | $76.0B |
| ALPHABET INC-CL AGOOGL | 249 funds | $63.6B |
| ALPHABET INC-CL CGOOG | 249 funds | $48.2B |
| NVIDIA CORPNVDA | 248 funds | $140.2B |
| VISA INC-CLASS A SHARESV | 248 funds | $26.5B |
| META PLATFORMS INC-CLASS AMETA | 247 funds | $41.2B |
| COSTCO WHOLESALE CORPCOST | 247 funds | $19.0B |
| ELI LILLY & COLLY | 246 funds | $32.9B |
| EXXON MOBIL CORPXOM | 245 funds | $26.0B |
Ranked by how many of VOE'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 VOE. 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.