This stock 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/VSS/capital-change-brief"
Use Arkolith's capital_change_brief for VSS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $728.8M | 5.0M | ▲+1.1% Added · +54K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $386.6M | 2.7M | ▲+239% Added · +1.9M sh | Q1 2026 | |
| 3 | Mason Investment Advisory Services, Inc. | $277.8M | 1.9M | ▼−1.7% Reduced · −32K sh | Q1 2026 | |
| 4 | State of New Jersey Common Pension Fund D | $220.6M | 1.5M | —Held | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $160.3M | 1.1M | ▼−6.9% Reduced · −82K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $118.6M | 813K | ▲83× Added · +804K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $111.6M | 766K | ▲+17% Added · +111K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $108.3M | 743K | ▲+3.0% Added · +21K sh | Q1 2026 | |
| 9 | Creative Planning | $107.2M | 735K | ▲+6.5% Added · +45K sh | Q1 2026 | |
| 10 | WIT, LLC | $96.0M | 659K | —Held | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $90.3M | 620K | ▲+13% Added · +69K sh | Q1 2026 | |
| 12 | UBS Group AG | $76.1M | 522K | ▲+3.8% Added · +19K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $69.4M | 476K | ▼−5.2% Reduced · −26K sh | Q1 2026 | |
| 14 | Clark Capital Management Group, Inc. | $66.9M | 459K | ▲+3.8% Added · +17K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $59.1M | 405K | ▲+13% Added · +45K sh | Q1 2026 | |
| 16 | Pathstone Holdings, LLC | $51.0M | 350K | ▲+6.5% Added · +21K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $48.8M | 335K | ▲+2.4% Added · +8K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $46.7M | 320K | ▲+9.1% Added · +27K sh | Q1 2026 | |
| 19 | BANK OF MONTREAL /CAN/ | $45.8M | 314K | ▼−9.6% Reduced · −33K sh | Q1 2026 | |
| 20 | Advisory Alpha, LLC | $41.9M | 287K | ▼−7.9% Reduced · −25K sh | Q1 2026 | |
| 21 | Corient Private Wealth LLC | $40.0M | 274K | ▼−4.6% Reduced · −13K sh | Q1 2026 | |
| 22 | STATE STREET CORP | $39.7M | 272K | ▼−29% Reduced · −113K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $37.0M | 254K | ▼−7.9% Reduced · −22K sh | Q1 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $37.0M | 254K | ▼−23% Reduced · −77K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $32.2M | 221K | ▼−0.2% Reduced · −553 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL CGOOG | 187 funds | $17.1B |
| JPMORGAN CHASE & COJPM | 187 funds | $16.5B |
| MICROSOFT CORPMSFT | 186 funds | $40.5B |
| EXXON MOBIL CORPXOM | 186 funds | $9.6B |
| CHEVRON CORPCVX | 186 funds | $6.6B |
| PROCTER & GAMBLE CO/THEPG | 186 funds | $5.7B |
| APPLE INCAAPL | 185 funds | $48.7B |
| ALPHABET INC-CL AGOOGL | 185 funds | $27.3B |
| AMAZON.COM INCAMZN | 185 funds | $27.2B |
| JOHNSON & JOHNSONJNJ | 185 funds | $12.2B |
| ELI LILLY & COLLY | 185 funds | $10.5B |
| CATERPILLAR INCCAT | 185 funds | $4.9B |
Ranked by how many of VSS'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VSS. 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.