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/VTHR/capital-change-brief"
Use Arkolith's capital_change_brief for VTHR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $175.6M | 611K | ▲+10% Added · +58K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $146.7M | 510K | ▲+17% Added · +74K sh | Q1 2026 | |
| 3 | LINCOLN NATIONAL CORP | $133.0M | 463K | ▲+1.0% Added · +5K sh | Q1 2026 | |
| 4 | TOMPKINS FINANCIAL CORP | $98.7M | 298K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 5 | Focus Partners Wealth | $66.7M | 232K | ▼−2.3% Reduced · −6K sh | Q1 2026 | |
| 6 | Callan Family Office, LLC | $64.0M | 223K | ▼−2.7% Reduced · −6K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $63.4M | 220K | ▲+170% Added · +139K sh | Q1 2026 | |
| 8 | UBS Group AG | $56.3M | 196K | ▲+319% Added · +149K sh | Q1 2026 | |
| 9 | Cerity Partners LLC | $29.0M | 101K | ▲+8.3% Added · +8K sh | Q1 2026 | |
| 10 | AQR CAPITAL MANAGEMENT LLC | $26.0M | 90K | ▼−15% Reduced · −16K sh | Q1 2026 | |
| 11 | Fund Evaluation Group, LLC | $25.1M | 87K | ▲+0.1% Added · +83 sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $24.2M | 84K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $23.2M | 81K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 14 | Diversified Trust Co | $23.1M | 80K | ▲~0% Added · +17 sh | Q1 2026 | |
| 15 | OpenArc Corporate Advisory, LLC | $19.1M | 66K | ▼−0.6% Reduced · −376 sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $16.8M | 58K | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 17 | Gotham Asset Management, LLC | $15.2M | 53K | ▲+22% Added · +9K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $14.9M | 52K | ▼−44% Reduced · −41K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $14.5M | 50K | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 20 | AlphaCore Capital LLC | $13.7M | 48K | ▲+30% Added · +11K sh | Q1 2026 | |
| 21 | Mariner, LLC | $13.6M | 47K | ▼−36% Reduced · −26K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 46K | ▲+86% Added · +21K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $11.1M | 39K | ▲+28% Added · +9K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $10.4M | 37K | ▲+13% Added · +4K sh | Q1 2026 | |
| 25 | ADIRONDACK TRUST CO | $12.0M | 36K | ▲+11% Added · +3K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 78 funds | $26.3B |
| MICROSOFT CORPMSFT | 78 funds | $20.9B |
| VANGUARD S&P 500 ETFVOO | 78 funds | $14.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 78 funds | $10.5B |
| ELI LILLY & COLLY | 78 funds | $5.1B |
| APPLE INCAAPL | 77 funds | $27.6B |
| ISHARES CORE S&P 500 ETFIVV | 77 funds | $25.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 77 funds | $23.7B |
| AMAZON.COM INCAMZN | 77 funds | $15.9B |
| ALPHABET INC-CL AGOOGL | 77 funds | $13.9B |
| BROADCOM INCAVGO | 77 funds | $9.9B |
| ALPHABET INC-CL CGOOG | 77 funds | $9.7B |
Ranked by how many of VTHR'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 VTHR. 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.