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/VYM/capital-change-brief"
Use Arkolith's capital_change_brief for VYM. 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/ | $1.9B | 12.8M | ▲+1.8% Added · +230K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.5B | 10.4M | ▲+1.5% Added · +152K sh | Q1 2026 | |
| 3 | Gallagher Fiduciary Advisors, LLC | Withheld | 8.8M | ▲143× Added · +8.8M sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.1B | 7.6M | ▼−1.3% Reduced · −103K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $1.0B | 6.8M | ▼−0.9% Reduced · −60K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $902.1M | 6.1M | ▲+11% Added · +585K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $793.4M | 5.5M | ▲+1.7% Added · +91K sh | Q1 2026 | |
| 8 | Creative Planning | $568.6M | 3.8M | ▲+6.1% Added · +220K sh | Q1 2026 | |
| 9 | UBS Group AG | $551.3M | 3.7M | ▲+29% Added · +844K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $543.4M | 3.7M | ▼−12% Reduced · −520K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $511.2M | 3.5M | ▲~0% Added · +967 sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $435.1M | 3.0M | ▲+15% Added · +390K sh | Q1 2026 | |
| 13 | Wellspring Financial Advisors, LLC | Withheld | 2.9M | ▼−2.3% Reduced · −69K sh | Q1 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $400.9M | 2.7M | ▼−1.6% Reduced · −45K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $399.9M | 2.7M | ▲+2.1% Added · +55K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $366.8M | 2.5M | ▼−0.6% Reduced · −15K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $354.4M | 2.4M | ▲+0.8% Added · +19K sh | Q1 2026 | |
| 18 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $330.1M | 2.2M | ▼−3.7% Reduced · −86K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $275.6M | 1.9M | ▼−0.5% Reduced · −9K sh | Q1 2026 | |
| 20 | SCS Capital Management LLC | $216.7M | 1.5M | ▼−2.8% Reduced · −42K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $215.5M | 1.5M | ▲+2.5% Added · +35K sh | Q1 2026 | |
| 22 | Pathstone Holdings, LLC | $207.2M | 1.4M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $205.1M | 1.4M | ▼−4.8% Reduced · −70K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $203.7M | 1.4M | ▼−6.2% Reduced · −91K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $186.7M | 1.3M | ▲+15% Added · +165K 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 | 347 funds | $138.4B |
| NVIDIA CORPNVDA | 345 funds | $165.1B |
| MICROSOFT CORPMSFT | 345 funds | $121.3B |
| AMAZON.COM INCAMZN | 345 funds | $84.6B |
| ALPHABET INC-CL AGOOGL | 341 funds | $79.3B |
| JPMORGAN CHASE & COJPM | 341 funds | $40.0B |
| ALPHABET INC-CL CGOOG | 340 funds | $51.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 339 funds | $20.4B |
| EXXON MOBIL CORPXOM | 337 funds | $29.2B |
| COSTCO WHOLESALE CORPCOST | 336 funds | $20.6B |
| META PLATFORMS INC-CLASS AMETA | 335 funds | $46.6B |
| ELI LILLY & COLLY | 335 funds | $36.5B |
Ranked by how many of VYM'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 VYM. 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.