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/YEAR/capital-change-brief"
Use Arkolith's capital_change_brief for YEAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $704.8M | 14.0M | ▼−0.8% Reduced · −118K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $163.9M | 3.2M | ▲+3.8% Added · +119K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $50.8M | 1.0M | ▲+5.3% Added · +51K sh | Q1 2026 | |
| 4 | BOS Asset Management, LLC | $47.5M | 943K | ▼−1.1% Reduced · −11K sh | Q2 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $37.5M | 743K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 6 | Kensington Asset Management, LLC | $36.3M | 720K | ▲+40% Added · +204K sh | Q1 2026 | |
| 7 | IHT Wealth Management, LLC | $34.3M | 680K | ▲+61% Added · +258K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $15.7M | 310K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 9 | D.A. DAVIDSON & CO. | $14.1M | 279K | ▲+16% Added · +38K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $12.8M | 253K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $11.9M | 236K | ▲+344% Added · +182K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $9.1M | 180K | ▲+15% Added · +23K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $8.9M | 177K | ▼−14% Reduced · −29K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 170K | ▼−3.8% Reduced · −7K sh | Q1 2026 | |
| 15 | Kingsview Wealth Management, LLC | $8.5M | 168K | ▼−9.4% Reduced · −17K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 165K | ▼−3.0% Reduced · −5K sh | Q1 2026 | |
| 17 | Ausdal Financial Partners, Inc. | $7.8M | 155K | ▲+2.6% Added · +4K sh | Q1 2026 | |
| 18 | Mariner, LLC | $7.8M | 154K | ▼−43% Reduced · −115K sh | Q1 2026 | |
| 19 | HighPoint Advisor Group LLC | $6.9M | 136K | ▲+395% Added · +109K sh | Q1 2026 | |
| 20 | Cooper Financial Group | $3.6M | 72K | ▲+11% Added · +7K sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $2.9M | 58K | ▼−36% Reduced · −33K sh | Q1 2026 | |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $2.4M | 48K | ▲+0.3% Added · +122 sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $2.4M | 48K | ▲+2.5% Added · +1K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $1.9M | 38K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 25 | Welch Financial Planning, LLC | $1.6M | 33K | ▲+25% Added · +7K 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.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 70 funds | $963.3M |
| SYFISHORT DURATION H | 60 funds | $689.5M |
| YEARthis pageULTRA SHORT INCM | 58 funds | $1.2B |
| FWDSTOK | 57 funds | $1.5B |
| ILOWMF Closed and MF Open | 41 funds | $1.6B |
| TAFMTAX AWARE INTERM | 39 funds | $485.8M |
| HYFIMF Closed and MF Open | 38 funds | $247.2M |
| CAMFUND | 36 funds | $959.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 33 funds | $5.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 33 funds | $3.0B |
| STATE STREET SP PTF EM ETFSPEM | 33 funds | $384.0M |
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $11.7B |
| NVIDIA CORPNVDA | 32 funds | $8.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $8.4B |
| MICROSOFT CORPMSFT | 32 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 32 funds | $5.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 32 funds | $3.9B |
| VANGUARD GROWTH ETFVUG | 32 funds | $3.9B |
| BROADCOM INCAVGO | 32 funds | $3.8B |
Ranked by how many of YEAR'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 YEAR. 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.