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/VTC/capital-change-brief"
Use Arkolith's capital_change_brief for VTC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEPC LLC | $359.8M | 4.7M | ▲+33% Added · +1.1M sh | Q1 2026 | |
| 2 | Wedmont Private Capital | $104.5M | 1.4M | ▲+18% Added · +206K sh | Q1 2026 | |
| 3 | Mill Creek Capital Advisors, LLC | $72.0M | 938K | ▲+2.7% Added · +24K sh | Q1 2026 | |
| 4 | Capital Asset Advisory Services LLC | $55.4M | 716K | ▼−11% Reduced · −90K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $41.5M | 541K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 6 | North Dakota State Investment Board | $27.9M | 363K | —Held | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $22.9M | 298K | ▼−5.4% Reduced · −17K sh | Q1 2026 | |
| 8 | UBS Group AG | $17.5M | 228K | ▲+63% Added · +88K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $13.5M | 176K | ▲+9.0% Added · +15K sh | Q1 2026 | |
| 10 | CoreCap Advisors, LLC | $11.9M | 155K | ▲+34% Added · +40K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $11.8M | 154K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 12 | SAX WEALTH ADVISORS, LLC | $10.8M | 141K | ▲New +141K sh | Q2 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $9.0M | 117K | ▲16× Added · +110K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $8.6M | 113K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 15 | Drucker Wealth 3.0, LLC | $5.9M | 77K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 16 | LOOMIS SAYLES & CO L P | $5.6M | 73K | ▲+7.2% Added · +5K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $5.4M | 71K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 62K | ▲+3.1% Added · +2K sh | Q1 2026 | |
| 19 | Smartleaf Asset Management LLC | $4.4M | 57K | ▲New +57K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $4.0M | 52K | ▲+5.8% Added · +3K sh | Q1 2026 | |
| 21 | Perigon Wealth Management, LLC | $3.1M | 41K | ▲+11% Added · +4K sh | Q1 2026 | |
| 22 | Corient Private Wealth LLC | Withheld | 39K | ▲+1.1% Added · +441 sh | Q1 2026 | |
| 23 | OneDigital Investment Advisors LLC | $2.9M | 38K | ▲+323% Added · +29K sh | Q1 2026 | |
| 24 | TD Waterhouse Canada Inc. | $2.7M | 35K | ▲+1.6% Added · +546 sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $2.6M | 34K | ▲+403% Added · +27K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 46 funds | $24.2B |
| MICROSOFT CORPMSFT | 46 funds | $12.0B |
| ALPHABET INC-CL AGOOGL | 46 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 46 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 46 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $4.7B |
| JOHNSON & JOHNSONJNJ | 46 funds | $3.5B |
| VISA INC-CLASS A SHARESV | 46 funds | $2.9B |
| ELI LILLY & COLLY | 46 funds | $2.9B |
| EXXON MOBIL CORPXOM | 46 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 46 funds | $2.9B |
| WALMART INCWMT | 46 funds | $2.8B |
Ranked by how many of VTC'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 VTC. 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.