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/VOT/capital-change-brief"
Use Arkolith's capital_change_brief for VOT. 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 | $767.4M | 3.0M | ▲+0.3% Added · +10K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $555.3M | 2.2M | ▲+2.6% Added · +55K sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $551.1M | 2.1M | ▼−3.5% Reduced · −77K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $430.9M | 1.7M | ▲+3.7% Added · +59K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | $399.2M | 1.6M | ▲+10% Added · +146K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $330.2M | 1.3M | ▼−28% Reduced · −495K sh | Q1 2026 | |
| 7 | UBS Group AG | $288.2M | 1.1M | ▲+5.6% Added · +60K sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $286.9M | 1.1M | ▲+1.0% Added · +11K sh | Q1 2026 | |
| 9 | Truepoint, Inc. | $284.6M | 1.1M | ▲+3.5% Added · +37K sh | Q1 2026 | |
| 10 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $268.3M | 1.0M | ▲+5.9% Added · +58K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $261.6M | 1.0M | ▲+17% Added · +153K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $231.9M | 901K | ▲+2.8% Added · +25K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $224.4M | 872K | ▼−3.4% Reduced · −30K sh | Q1 2026 | |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | $184.7M | 718K | ▲+6.7% Added · +45K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $183.2M | 712K | ▲+5.3% Added · +36K sh | Q1 2026 | |
| 16 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $204.1M | 666K | ▲+0.9% Added · +6K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $140.1M | 545K | ▼−1.9% Reduced · −11K sh | Q1 2026 | |
| 18 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $139.2M | 541K | ▲New +541K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $132.2M | 514K | ▲+1.9% Added · +10K sh | Q1 2026 | |
| 20 | Avior Wealth Management, LLC | $92.0M | 358K | ▲+2.4% Added · +8K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $83.1M | 346K | ▼−5.0% Reduced · −18K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $84.4M | 328K | ▼−23% Reduced · −96K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $71.4M | 277K | ▼−1.6% Reduced · −5K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $71.2M | 277K | ▼−17% Reduced · −56K sh | Q1 2026 | |
| 25 | Busey Bank | $70.2M | 273K | ▲+13% Added · +32K 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 |
|---|---|---|
| APPLE INCAAPL | 237 funds | $108.2B |
| MICROSOFT CORPMSFT | 236 funds | $98.0B |
| ALPHABET INC-CL AGOOGL | 236 funds | $61.5B |
| AMAZON.COM INCAMZN | 235 funds | $68.9B |
| ALPHABET INC-CL CGOOG | 235 funds | $43.8B |
| META PLATFORMS INC-CLASS AMETA | 235 funds | $37.7B |
| JPMORGAN CHASE & COJPM | 235 funds | $28.9B |
| NVIDIA CORPNVDA | 233 funds | $127.4B |
| EXXON MOBIL CORPXOM | 233 funds | $24.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 233 funds | $22.7B |
| CHEVRON CORPCVX | 232 funds | $14.9B |
| VISA INC-CLASS A SHARESV | 231 funds | $25.4B |
Ranked by how many of VOT'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 VOT. 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.