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/YLD/capital-change-brief"
Use Arkolith's capital_change_brief for YLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $63.3M | 3.3M | ▲+16% Added · +464K sh | Q1 2026 | |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $58.9M | 3.1M | ▲+4.4% Added · +132K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $54.8M | 2.9M | ▲+25% Added · +577K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $28.4M | 1.5M | ▲+87% Added · +697K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $28.4M | 1.5M | ▲+1.2% Added · +18K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $25.4M | 1.3M | ▼−1.8% Reduced · −25K sh | Q1 2026 | |
| 7 | Cyndeo Wealth Partners, LLC | $20.3M | 1.1M | ▲+10% Added · +99K sh | Q1 2026 | |
| 8 | Ameritas Investment Partners, Inc. | $17.3M | 910K | ▲+3.4% Added · +30K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $13.7M | 722K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 10 | NICOLET BANKSHARES INC | $10.5M | 555K | ▲+779% Added · +492K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $9.9M | 521K | ▲+71% Added · +215K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $8.1M | 429K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $6.6M | 350K | ▼−17% Reduced · −70K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $5.6M | 298K | ▼−20% Reduced · −76K sh | Q1 2026 | |
| 15 | US BANCORP \DE\ | $5.2M | 275K | ▲+6.3% Added · +16K sh | Q1 2026 | |
| 16 | McAdam, LLC | $4.2M | 221K | ▲+12% Added · +25K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 126K | ▲+11% Added · +13K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2.1M | 108K | ▼−21% Reduced · −30K sh | Q1 2026 | |
| 19 | FIFTH THIRD SECURITIES, INC. | $1.9M | 100K | ▲+41% Added · +29K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | $1.5M | 82K | ▼−11% Reduced · −10K sh | Q1 2026 | |
| 21 | CreativeOne Wealth, LLC | $1.3M | 70K | ▲+593% Added · +60K sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $1.3M | 67K | ▲+122% Added · +37K sh | Q1 2026 | |
| 23 | Ameritas Advisory Services, LLC | $1.2M | 65K | ▲+5.4% Added · +3K sh | Q1 2026 | |
| 24 | Smartleaf Asset Management LLC | $916K | 49K | ▲+22% Added · +9K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $888K | 47K | ▲+5.6% Added · +3K 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 | 25 funds | $8.6B |
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $7.9B |
| APPLE INCAAPL | 25 funds | $7.6B |
| AMAZON.COM INCAMZN | 25 funds | $5.2B |
| MICROSOFT CORPMSFT | 25 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 25 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $2.9B |
| BROADCOM INCAVGO | 25 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $2.5B |
Ranked by how many of YLD'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 YLD. 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.