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/VYMI/capital-change-brief"
Use Arkolith's capital_change_brief for VYMI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $606.5M | 6.4M | ▲+15% Added · +819K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $581.8M | 6.2M | ▲+11% Added · +596K sh | Q1 2026 | |
| 3 | UBS Group AG | $324.9M | 3.4M | ▲+152% Added · +2.1M sh | Q1 2026 | |
| 4 | Orgel Wealth Management, LLC | $302.9M | 3.1M | ▲+0.7% Added · +21K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $236.2M | 2.5M | ▲+13% Added · +279K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $223.2M | 2.4M | ▲+8.1% Added · +177K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $219.5M | 2.3M | ▲+31% Added · +547K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $216.3M | 2.3M | ▲+15% Added · +304K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $200.6M | 2.2M | ▲+27% Added · +460K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $174.6M | 1.9M | ▲+68% Added · +752K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $173.4M | 1.8M | ▲+19% Added · +294K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $140.7M | 1.5M | ▲+8.5% Added · +117K sh | Q1 2026 | |
| 13 | Confluence Wealth Services, Inc. | $127.9M | 1.4M | ▲+1.6% Added · +21K sh | Q1 2026 | |
| 14 | Mariner, LLC | $90.4M | 959K | ▲+7.9% Added · +70K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $75.8M | 805K | ▲+2.6% Added · +20K sh | Q1 2026 | |
| 16 | Creative Planning | $66.4M | 704K | ▲+3.0% Added · +21K sh | Q1 2026 | |
| 17 | CWM, LLC | $63.4M | 673K | ▲+8.7% Added · +54K sh | Q1 2026 | |
| 18 | Summit Financial Wealth Advisors, LLC | $65.8M | 670K | ▲+5.1% Added · +33K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $60.0M | 637K | ▲+6.9% Added · +41K sh | Q1 2026 | |
| 20 | Equitable Holdings, Inc. | $54.0M | 600K | ▲+19% Added · +94K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $56.3M | 597K | ▲+12% Added · +62K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $52.4M | 556K | ▲+8.2% Added · +42K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $46.0M | 488K | ▲+24% Added · +94K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $42.7M | 466K | ▲+3.1% Added · +14K sh | Q1 2026 | |
| 25 | Barry Investment Advisors, LLC | $41.8M | 426K | ▲+3.2% Added · +13K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 213 funds | $37.3B |
| JPMORGAN CHASE & COJPM | 213 funds | $16.2B |
| AMAZON.COM INCAMZN | 212 funds | $27.1B |
| ALPHABET INC-CL CGOOG | 212 funds | $18.0B |
| JOHNSON & JOHNSONJNJ | 212 funds | $11.9B |
| APPLE INCAAPL | 211 funds | $48.9B |
| NVIDIA CORPNVDA | 211 funds | $42.8B |
| ELI LILLY & COLLY | 211 funds | $10.4B |
| VISA INC-CLASS A SHARESV | 211 funds | $9.2B |
| PROCTER & GAMBLE CO/THEPG | 211 funds | $5.5B |
| CATERPILLAR INCCAT | 211 funds | $5.1B |
| ALPHABET INC-CL AGOOGL | 210 funds | $23.7B |
Ranked by how many of VYMI'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 VYMI. 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.