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/VSMV/capital-change-brief"
Use Arkolith's capital_change_brief for VSMV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC. | $51.1M | 904K | ▲+4.5% Added · +39K sh | Q1 2026 | |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $18.8M | 332K | —Held | Q1 2026 | |
| 3 | MORGAN STANLEY | $8.3M | 147K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $5.5M | 96K | ▼−0.3% Reduced · −251 sh | Q1 2026 | |
| 5 | LPL Financial LLC | $3.8M | 66K | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.8M | 49K | ▲+6.5% Added · +3K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $1.9M | 34K | ▼−85% Reduced · −189K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $1.5M | 27K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $1.4M | 25K | ▼−40% Reduced · −16K sh | Q1 2026 | |
| 10 | Trilogy Capital Inc. | $1.3M | 21K | ▼−9.1% Reduced · −2K sh | Q2 2026 | |
| 11 | Dakota Wealth Management | $604K | 11K | ▲+3.2% Added · +333 sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $496K | 9K | ▼−79% Reduced · −34K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $428K | 8K | ▼−2.6% Reduced · −204 sh | Q1 2026 | |
| 14 | LexAurum Advisors, LLC | $390K | 7K | ▼−26% Reduced · −2K sh | Q2 2026 | |
| 15 | Private Advisor Group, LLC | $367K | 6K | ▲+2.0% Added · +125 sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $313K | 6K | ▼−34% Reduced · −3K sh | Q1 2026 | |
| 17 | Valley Financial Group, Inc. | $213K | 4K | ▼−5.0% Reduced · −197 sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $63K | 1K | ▼−3.7% Reduced · −43 sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $57K | 1K | ▼−20% Reduced · −250 sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $52K | 915 | ▲11× Added · +833 sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $42K | 739 | ▼−7.6% Reduced · −61 sh | Q1 2026 | |
| 22 | FMR LLC | $10K | 175 | —Held | Q1 2026 | |
| 23 | Abound Wealth Management | $5K | 79 | ▼−81% Reduced · −345 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 |
|---|---|---|
| APPLE INCAAPL | 6 funds | $3.2B |
| NVIDIA CORPNVDA | 6 funds | $2.9B |
| MICROSOFT CORPMSFT | 6 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $2.6B |
| AMAZON.COM INCAMZN | 6 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 6 funds | $2.0B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $1.4B |
| BROADCOM INCAVGO | 6 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 6 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.2B |
Ranked by how many of VSMV'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 VSMV. 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.