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/VSDB/capital-change-brief"
Use Arkolith's capital_change_brief for VSDB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $625.9M | 8.2M | ▲+135% Added · +4.7M sh | Q2 2026 | |
| 2 | Beaird Harris Wealth Management, LLC | $15.6M | 204K | ▲+51% Added · +69K sh | Q2 2026 | |
| 3 | CGN Advisors LLC | $7.2M | 95K | ▲+33% Added · +24K sh | Q2 2026 | |
| 4 | Integrated Wealth Concepts LLC | $4.3M | 56K | ▲New +56K sh | Q1 2026 | |
| 5 | TD Waterhouse Canada Inc. | $2.1M | 27K | ▼−8.0% Reduced · −2K sh | Q1 2026 | |
| 6 | Robertson Stephens Wealth Management, LLC | $1.6M | 21K | ▲+11% Added · +2K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $1.5M | 20K | ▲+7.4% Added · +1K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 19K | ▲+41% Added · +5K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $1.1M | 15K | ▼−67% Reduced · −31K sh | Q1 2026 | |
| 10 | Mills Wealth Advisors LLC | $1.1M | 15K | ▼−16% Reduced · −3K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $1.0M | 13K | ▲New +13K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $942K | 12K | ▲+27% Added · +3K sh | Q2 2026 | |
| 13 | Prospera Financial Services Inc | $806K | 11K | ▼−3.6% Reduced · −400 sh | Q2 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $766K | 10K | —Held | Q1 2026 | |
| 15 | Worth Asset Management, LLC | $728K | 10K | ▲New +10K sh | Q2 2026 | |
| 16 | Mariner, LLC | $519K | 7K | ▲New +7K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $512K | 7K | ▲+0.5% Added · +34 sh | Q1 2026 | |
| 18 | LPL Financial LLC | $423K | 6K | ▲+79% Added · +2K sh | Q1 2026 | |
| 19 | Focus Partners Advisor Solutions, LLC | $389K | 5K | —Held | Q1 2026 | |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $331K | 4K | ▲New +4K sh | Q1 2026 | |
| 21 | Talisman Wealth Advisors LLC | $303K | 4K | ▲New +4K sh | Q1 2026 | |
| 22 | HBK Sorce Advisory LLC | $249K | 3K | —Held | Q1 2026 | |
| 23 | Aptus Capital Advisors, LLC | $234K | 3K | ▲New +3K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $118K | 2K | ▲New +2K sh | Q1 2026 | |
| 25 | VANGUARD ADVISERS INC | $19K | 249 | ▲New +249 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $8.3B |
| MICROSOFT CORPMSFT | 14 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 14 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 14 funds | $1.6B |
| HOME DEPOT INCHD | 14 funds | $1.1B |
| VANGUARD VALUE ETFVTV | 14 funds | $1.0B |
| CATERPILLAR INCCAT | 14 funds | $952.3M |
Ranked by how many of VSDB'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 VSDB. 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.