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/YMAR/capital-change-brief"
Use Arkolith's capital_change_brief for YMAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BIP Wealth, LLC | $8.2M | 299K | ▲41× Added · +291K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 267K | ▲+5.9% Added · +15K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $5.8M | 211K | ▲+18% Added · +33K sh | Q1 2026 | |
| 4 | Legacy Capital Wealth Partners, LLC | $4.3M | 160K | ▲+3.6% Added · +6K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $3.0M | 109K | ▲+7.6% Added · +8K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $2.7M | 99K | ▼−15% Reduced · −17K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $1.3M | 49K | ▼−3.1% Reduced · −2K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $1.1M | 41K | ▲+59% Added · +15K sh | Q1 2026 | |
| 9 | Visionary Wealth Advisors | $1.1M | 41K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $871K | 32K | ▲New +32K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $874K | 30K | ▲+2.6% Added · +788 sh | Q2 2026 | |
| 12 | OLD MISSION CAPITAL LLC | $778K | 28K | ▲+44% Added · +9K sh | Q1 2026 | |
| 13 | SOA Wealth Advisors, LLC. | $702K | 26K | ▼−50% Reduced · −26K sh | Q1 2026 | |
| 14 | Fragasso Financial Advisors Inc | $584K | 20K | ▲+0.9% Added · +192 sh | Q2 2026 | |
| 15 | Kovack Advisors, Inc. | $494K | 18K | ▲New +18K sh | Q1 2026 | |
| 16 | Avidian Wealth Enterprises, LLC | $472K | 17K | —Held | Q1 2026 | |
| 17 | Cresset Asset Management, LLC | $417K | 15K | ▼−2.5% Reduced · −400 sh | Q1 2026 | |
| 18 | OneDigital Investment Advisors LLC | $411K | 15K | —Held | Q1 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $353K | 13K | —Held | Q1 2026 | |
| 20 | EP Wealth Advisors, LLC | $330K | 12K | ▼−7.6% Reduced · −1K sh | Q1 2026 | |
| 21 | Spire Wealth Management | $328K | 12K | —Held | Q1 2026 | |
| 22 | WINNOW WEALTH LLC | $322K | 12K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 23 | Mariner, LLC | $297K | 11K | ▼−19% Reduced · −3K sh | Q1 2026 | |
| 24 | HBW ADVISORY SERVICES LLC | $310K | 11K | ▲New +11K sh | Q2 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $271K | 10K | ▲New +10K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $10.8B |
| NVIDIA CORPNVDA | 20 funds | $8.8B |
| APPLE INCAAPL | 20 funds | $7.6B |
| MICROSOFT CORPMSFT | 20 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $6.1B |
| AMAZON.COM INCAMZN | 20 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 20 funds | $5.2B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $3.7B |
| BROADCOM INCAVGO | 20 funds | $3.5B |
| VANGUARD VALUE ETFVTV | 20 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 20 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 20 funds | $2.7B |
Ranked by how many of YMAR'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 YMAR. 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.