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/VPL/capital-change-brief"
Use Arkolith's capital_change_brief for VPL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $578.7M | 5.9M | ▼−1.1% Reduced · −66K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $488.7M | 5.0M | ▲+151% Added · +3.0M sh | Q1 2026 | |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $154.0M | 1.6M | ▼−2.1% Reduced · −34K sh | Q1 2026 | |
| 4 | Elm Partners Management LLC | $115.7M | 1.2M | ▲+1.4% Added · +17K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $104.9M | 1.1M | ▼−60% Reduced · −1.6M sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $98.1M | 1.0M | ▼−5.6% Reduced · −60K sh | Q1 2026 | |
| 7 | GenTrust, LLC | $91.2M | 933K | ▲+0.9% Added · +8K sh | Q1 2026 | |
| 8 | UBS Group AG | $89.4M | 914K | ▲+4.3% Added · +38K sh | Q1 2026 | |
| 9 | Nearwater Capital Markets, Ltd | $77.0M | 788K | ▲New +788K sh | Q1 2026 | |
| 10 | LINCOLN NATIONAL CORP | $75.6M | 774K | ▼−7.7% Reduced · −64K sh | Q1 2026 | |
| 11 | Haverford Trust Co | $74.6M | 763K | ▼−5.0% Reduced · −40K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $68.8M | 704K | ▼−4.3% Reduced · −32K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $66.8M | 683K | ▲+6.1% Added · +39K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $66.1M | 677K | ▼−64% Reduced · −1.2M sh | Q1 2026 | |
| 15 | Prime Capital Investment Advisors, LLC | $64.0M | 655K | ▼−3.1% Reduced · −21K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $61.7M | 631K | ▼−64% Reduced · −1.1M sh | Q1 2026 | |
| 17 | Garde Capital, Inc. | $61.3M | 627K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 18 | Willis Johnson & Associates, Inc. | $60.4M | 618K | ▲New +618K sh | Q1 2026 | |
| 19 | WestEnd Advisors, LLC | $56.2M | 575K | ▼−68% Reduced · −1.2M sh | Q1 2026 | |
| 20 | Cerity Partners LLC | $43.6M | 446K | ▼−4.6% Reduced · −21K sh | Q1 2026 | |
| 21 | Karpus Management, Inc. | $35.9M | 368K | ▼−3.2% Reduced · −12K sh | Q1 2026 | |
| 22 | FACTORY MUTUAL INSURANCE CO | $34.2M | 350K | —Held | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $30.0M | 318K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $30.0M | 307K | ▼−66% Reduced · −588K sh | Q1 2026 | |
| 25 | Ballentine Partners, LLC | $29.3M | 299K | —Held | 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 | 138 funds | $39.1B |
| APPLE INCAAPL | 136 funds | $45.5B |
| ALPHABET INC-CL AGOOGL | 136 funds | $26.1B |
| ALPHABET INC-CL CGOOG | 136 funds | $17.0B |
| ELI LILLY & COLLY | 136 funds | $10.1B |
| NVIDIA CORPNVDA | 135 funds | $43.2B |
| AMAZON.COM INCAMZN | 135 funds | $27.9B |
| BROADCOM INCAVGO | 135 funds | $18.6B |
| JPMORGAN CHASE & COJPM | 135 funds | $15.3B |
| JOHNSON & JOHNSONJNJ | 134 funds | $10.8B |
| VISA INC-CLASS A SHARESV | 134 funds | $10.1B |
| WALMART INCWMT | 134 funds | $8.5B |
Ranked by how many of VPL'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 VPL. 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.