66 tracked 13F filers disclose a position in FRI as of the latest SEC 13F filings, a combined $110.3M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $29.1M | 1.0M | ▲+6.8% Added · +65K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $16.2M | 570K | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 3 | TCP Asset Management, LLC | $17.8M | 563K | ▲+3.6% Added · +20K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | $14.2M | 498K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 5 | Aft, Forsyth & Sober, LLC | $4.4M | 154K | —Held | Q2 2026 | |
| 6 | UBS Group AG | $3.4M | 120K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $2.2M | 78K | ▼−0.4% Reduced · −329 sh | Q1 2026 | |
| 8 | Chicago Partners Investment Group LLC | $2.5M | 77K | ▼−0.1% Reduced · −56 sh | Q2 2026 | |
| 9 | BENJAMIN EDWARDS INC | $2.4M | 75K | ▼−7.4% Reduced · −6K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 50K | ▲+17% Added · +7K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.4M | 50K | ▼−67% Reduced · −100K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $1.3M | 47K | ▲+35% Added · +12K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $1.4M | 45K | ▲New +45K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $1.3M | 45K | ▼−5.0% Reduced · −2K sh | Q1 2026 | |
| 15 | Maia Wealth LLC | $1.1M | 34K | ▲+20% Added · +6K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $955K | 34K | ▼−28% Reduced · −13K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $587K | 21K | ▲+10% Added · +2K sh | Q1 2026 | |
| 18 | COTTONWOOD CAPITAL ADVISORS, LLC | $587K | 19K | ▲+0.6% Added · +115 sh | Q2 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $493K | 17K | ▼−3.0% Reduced · −528 sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $480K | 17K | ▲+0.1% Added · +23 sh | Q1 2026 | |
| 21 | Harvest Investment Services, LLC | $464K | 15K | ▼−1.5% Reduced · −223 sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $393K | 14K | ▼−24% Reduced · −4K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $377K | 13K | ▲+36% Added · +4K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $416K | 13K | ▲+0.5% Added · +61 sh | Q2 2026 | |
| 25 | RPg Family Wealth Advisory, LLC | $398K | 13K | ▲+3.8% Added · +463 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.
Last quarter, 5 funds opened a new position in FRI and 10 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 27 funds | $4.0B |
| APPLE INCAAPL | 27 funds | $4.0B |
| AMAZON.COM INCAMZN | 27 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 27 funds | $2.3B |
| MICROSOFT CORPMSFT | 27 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 27 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.5B |
| BROADCOM INCAVGO | 26 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $1.5B |
| COSTCO WHOLESALE CORPCOST | 26 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $967.0M |
| WALMART INCWMT | 26 funds | $574.8M |
Ranked by how many of FRI's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for FRI
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/FRI/capital-change-brief"
Use Arkolith's capital_change_brief for FRI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.