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/VTV/capital-change-brief"
Use Arkolith's capital_change_brief for VTV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $25.8B | 131.7M | ▼−3.3% Reduced · −4.5M sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $9.9B | 51.3M | ▼−7.1% Reduced · −4.0M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $6.6B | 33.6M | ▲+1.4% Added · +474K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.4B | 22.6M | ▲+11% Added · +2.3M sh | Q1 2026 | |
| 5 | UBS Group AG | $2.6B | 13.5M | ▲+6.8% Added · +861K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $2.2B | 11.4M | ▲+2.0% Added · +222K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $2.2B | 11.2M | ▲+4.1% Added · +439K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.7B | 8.7M | ▼−0.3% Reduced · −23K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $1.7B | 8.5M | ▲+3.0% Added · +251K sh | Q1 2026 | |
| 10 | EP Wealth Advisors, LLC | $1.7B | 8.4M | ▲+6.3% Added · +503K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $1.5B | 7.7M | ▲+4.0% Added · +297K sh | Q1 2026 | |
| 12 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.3B | 6.7M | ▲New +6.7M sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $1.1B | 5.8M | ▲+0.6% Added · +34K sh | Q1 2026 | |
| 14 | D.A. DAVIDSON & CO. | $1.1B | 5.6M | ▲+0.8% Added · +47K sh | Q1 2026 | |
| 15 | Mill Creek Capital Advisors, LLC | $1.0B | 5.2M | ▲+0.3% Added · +17K sh | Q1 2026 | |
| 16 | Mariner, LLC | $992.8M | 5.1M | ▲+0.1% Added · +5K sh | Q1 2026 | |
| 17 | FMR LLC | $891.7M | 4.5M | ▲+0.5% Added · +22K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $890.8M | 4.5M | ▲+11% Added · +447K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $840.4M | 4.3M | ▼−0.7% Reduced · −29K sh | Q1 2026 | |
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | $833.4M | 4.2M | ▲+0.1% Added · +5K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $762.4M | 3.9M | ▲+5.3% Added · +201K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $753.1M | 3.8M | ▲+1.9% Added · +73K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $690.8M | 3.5M | ▲+1.7% Added · +60K sh | Q1 2026 | |
| 24 | RWA WEALTH PARTNERS, LLC | $673.1M | 3.4M | ▼−6.5% Reduced · −239K sh | Q1 2026 | |
| 25 | MONETA GROUP INVESTMENT ADVISORS LLC | $661.5M | 3.4M | ▲+2.9% Added · +94K 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 |
|---|---|---|
| APPLE INCAAPL | 428 funds | $164.5B |
| MICROSOFT CORPMSFT | 428 funds | $155.3B |
| NVIDIA CORPNVDA | 426 funds | $206.2B |
| ALPHABET INC-CL AGOOGL | 425 funds | $96.0B |
| AMAZON.COM INCAMZN | 424 funds | $112.9B |
| ALPHABET INC-CL CGOOG | 424 funds | $68.8B |
| JPMORGAN CHASE & COJPM | 422 funds | $49.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 413 funds | $24.5B |
| META PLATFORMS INC-CLASS AMETA | 411 funds | $60.2B |
| VISA INC-CLASS A SHARESV | 411 funds | $38.7B |
| EXXON MOBIL CORPXOM | 411 funds | $35.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 410 funds | $32.6B |
Ranked by how many of VTV'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 VTV. 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.