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/VPU/capital-change-brief"
Use Arkolith's capital_change_brief for VPU. 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 | $240.3M | 1.2M | ▲+5.8% Added · +67K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $206.5M | 1.0M | ▲+3.8% Added · +38K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $177.2M | 894K | ▲+0.1% Added · +923 sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.3M | 713K | ▲+5.0% Added · +34K sh | Q1 2026 | |
| 5 | Beacon Capital Management, Inc. | $103.6M | 523K | ▼−7.3% Reduced · −41K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $103.5M | 522K | ▲+30% Added · +122K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $95.7M | 483K | ▲+5.0% Added · +23K sh | Q1 2026 | |
| 8 | Empower Advisory Group, LLC | $75.8M | 383K | ▼−7.1% Reduced · −29K sh | Q1 2026 | |
| 9 | UBS Group AG | $71.6M | 361K | ▲+4.9% Added · +17K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $62.8M | 317K | ▲+37% Added · +86K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $62.1M | 314K | ▼−8.1% Reduced · −28K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $55.3M | 279K | ▲+27% Added · +60K sh | Q1 2026 | |
| 13 | PGIM Custom Harvest LLC | $42.3M | 213K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $40.9M | 207K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $37.3M | 188K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $36.2M | 183K | ▼−14% Reduced · −29K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $36.1M | 182K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 18 | Ameritas Advisory Services, LLC | $22.7M | 115K | ▼−6.1% Reduced · −7K sh | Q1 2026 | |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21.2M | 107K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 20 | Nan Shan Life Insurance Co., Ltd. | $21.0M | 106K | ▲New +106K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $20.2M | 102K | ▼−3.5% Reduced · −4K sh | Q1 2026 | |
| 22 | Corient Private Wealth LLC | $20.1M | 102K | ▼−3.3% Reduced · −3K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $19.5M | 98K | ▼−4.7% Reduced · −5K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $19.4M | 98K | ▲+14% Added · +12K sh | Q1 2026 | |
| 25 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $17.7M | 90K | ▼−0.6% Reduced · −591 sh | Q2 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 | 187 funds | $31.9B |
| JPMORGAN CHASE & COJPM | 187 funds | $13.8B |
| ELI LILLY & COLLY | 187 funds | $8.8B |
| VISA INC-CLASS A SHARESV | 187 funds | $8.0B |
| COSTCO WHOLESALE CORPCOST | 187 funds | $7.6B |
| PROCTER & GAMBLE CO/THEPG | 187 funds | $4.9B |
| NVIDIA CORPNVDA | 186 funds | $35.0B |
| ALPHABET INC-CL AGOOGL | 186 funds | $20.0B |
| BROADCOM INCAVGO | 186 funds | $13.9B |
| WALMART INCWMT | 186 funds | $7.7B |
| TESLA INCTSLA | 186 funds | $6.2B |
| CHEVRON CORPCVX | 186 funds | $5.8B |
Ranked by how many of VPU'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 VPU. 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.