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/XLV/capital-change-brief"
Use Arkolith's capital_change_brief for XLV. 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/ | $4.5B | 31.0M | ▲+12% Added · +3.3M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $2.3B | 15.8M | ▼−5.8% Reduced · −974K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.7B | 11.4M | ▼−0.5% Reduced · −54K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $1.1B | 7.2M | ▲+6.0% Added · +405K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $936.0M | 6.4M | ▲+0.4% Added · +24K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $928.5M | 6.3M | ▼−3.5% Reduced · −230K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $758.9M | 5.2M | ▲+0.7% Added · +36K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $701.8M | 4.8M | ▼−3.8% Reduced · −187K sh | Q1 2026 | |
| 9 | UBS Group AG | $663.9M | 4.5M | ▼−4.1% Reduced · −194K sh | Q1 2026 | |
| 10 | Focus Partners Wealth | $451.8M | 3.1M | ▼−0.5% Reduced · −17K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $410.9M | 2.7M | ▼−4.2% Reduced · −121K sh | Q1 2026 | |
| 12 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $396.3M | 2.7M | ▼−13% Reduced · −411K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $387.9M | 2.6M | ▼−6.6% Reduced · −187K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $340.6M | 2.3M | ▲+1.9% Added · +43K sh | Q1 2026 | |
| 15 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $314.3M | 2.1M | ▲+45% Added · +666K sh | Q1 2026 | |
| 16 | BARCLAYS PLC | $285.6M | 1.9M | ▲+103% Added · +988K sh | Q1 2026 | |
| 17 | WestEnd Advisors, LLC | $275.4M | 1.9M | ▲+1.7% Added · +31K sh | Q1 2026 | |
| 18 | MENORA MIVTACHIM HOLDINGS LTD. | $254.3M | 1.7M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 19 | MEITAV INVESTMENT HOUSE LTD | $232.6M | 1.6M | ▼−6.5% Reduced · −110K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $226.1M | 1.5M | ▲+15% Added · +206K sh | Q1 2026 | |
| 21 | Phoenix Financial Ltd. | $224.3M | 1.5M | ▲+29% Added · +348K sh | Q1 2026 | |
| 22 | BNP PARIBAS FINANCIAL MARKETS | $204.1M | 1.4M | ▼−44% Reduced · −1.1M sh | Q1 2026 | |
| 23 | Jordan Park Group LLC | $200.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 24 | STATE STREET CORP | $164.6M | 1.1M | ▲+8.9% Added · +92K sh | Q1 2026 | |
| 25 | Rokos Capital Management LLP | $151.9M | 1.0M | ▼−37% Reduced · −621K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 369 funds | $149.6B |
| NVIDIA CORPNVDA | 368 funds | $197.0B |
| APPLE INCAAPL | 368 funds | $158.4B |
| AMAZON.COM INCAMZN | 367 funds | $110.0B |
| ALPHABET INC-CL AGOOGL | 364 funds | $93.2B |
| META PLATFORMS INC-CLASS AMETA | 361 funds | $59.6B |
| JPMORGAN CHASE & COJPM | 359 funds | $43.3B |
| BROADCOM INCAVGO | 358 funds | $77.3B |
| VISA INC-CLASS A SHARESV | 358 funds | $36.7B |
| ALPHABET INC-CL CGOOG | 357 funds | $65.4B |
| ELI LILLY & COLLY | 354 funds | $44.6B |
| COSTCO WHOLESALE CORPCOST | 354 funds | $24.3B |
Ranked by how many of XLV'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 XLV. 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.