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/WCMI/capital-change-brief"
Use Arkolith's capital_change_brief for WCMI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $101.3M | 6.0M | ▲+66% Added · +2.4M sh | Q1 2026 | |
| 2 | FIDUCIARY TRUST CO | $61.9M | 3.7M | ▲+34% Added · +938K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $61.4M | 3.7M | ▲+13% Added · +427K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $45.9M | 2.7M | ▲+12% Added · +286K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $43.2M | 2.6M | ▲+17% Added · +374K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $41.0M | 2.4M | ▲+111% Added · +1.3M sh | Q1 2026 | |
| 7 | KINTRA WEALTH, LLC | $26.0M | 1.6M | ▲+1.0% Added · +16K sh | Q1 2026 | |
| 8 | CWM, LLC | $25.8M | 1.5M | ▲+14% Added · +186K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 1.3M | ▲+352% Added · +1.0M sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.6M | 1.3M | ▲+44% Added · +381K sh | Q2 2026 | |
| 11 | Mariner, LLC | $17.7M | 1.1M | ▲+76% Added · +454K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $17.6M | 1.1M | ▲+68% Added · +424K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | $16.7M | 993K | ▲+41% Added · +291K sh | Q1 2026 | |
| 14 | NewEdge Wealth, LLC | $15.4M | 920K | ▼−4.3% Reduced · −41K sh | Q1 2026 | |
| 15 | Commonwealth Financial Services, LLC | $17.8M | 911K | ▲+54% Added · +318K sh | Q2 2026 | |
| 16 | Berger Financial Group, Inc | $13.2M | 786K | ▲New +786K sh | Q1 2026 | |
| 17 | Parallel Advisors, LLC | $12.5M | 745K | ▲121× Added · +738K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $12.2M | 729K | ▲+16% Added · +103K sh | Q1 2026 | |
| 19 | IFP Advisors, Inc | $10.1M | 603K | ▼−2.4% Reduced · −15K sh | Q1 2026 | |
| 20 | Capital Investment Counsel, LLC | $11.5M | 587K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 21 | Cetera Investment Advisers | $9.7M | 579K | ▼−3.1% Reduced · −19K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 574K | ▲+3.0% Added · +17K sh | Q1 2026 | |
| 23 | Arax Advisory Partners | $9.3M | 556K | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $8.8M | 526K | ▲+12% Added · +57K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $8.7M | 521K | ▲+50% Added · +175K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 55 funds | $13.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 55 funds | $13.3B |
| MICROSOFT CORPMSFT | 55 funds | $12.1B |
| ALPHABET INC-CL AGOOGL | 55 funds | $7.8B |
| VANGUARD S&P 500 ETFVOO | 55 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 55 funds | $5.4B |
| BROADCOM INCAVGO | 55 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 55 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $4.4B |
| VANGUARD GROWTH ETFVUG | 55 funds | $4.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 55 funds | $3.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 55 funds | $3.6B |
Ranked by how many of WCMI'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 WCMI. 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.