74 tracked 13F filers disclose a position in FAD as of the latest SEC 13F filings, a combined $235.3M 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 | $38.5M | 242K | ▼−21% Reduced · −66K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $31.5M | 198K | ▲+58% Added · +73K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $27.8M | 175K | ▲+28% Added · +38K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $14.9M | 94K | ▼−32% Reduced · −45K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $9.7M | 61K | ▲+4.8% Added · +3K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $7.9M | 50K | —Held | Q1 2026 | |
| 7 | TRUIST FINANCIAL CORP | $7.8M | 49K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $7.2M | 46K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $6.6M | 42K | ▲+37% Added · +11K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $5.4M | 34K | ▲+7.8% Added · +2K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $5.0M | 31K | ▲+254% Added · +22K sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M | 30K | ▲+316% Added · +23K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 30K | ▲+71% Added · +12K sh | Q1 2026 | |
| 14 | Synergy Investment Management, LLC | $4.5M | 29K | ▲+7.8% Added · +2K sh | Q1 2026 | |
| 15 | Wealth Management Partners, LLC | $5.0M | 25K | ▲+0.2% Added · +44 sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 25K | ▲+75% Added · +11K sh | Q1 2026 | |
| 17 | Creative Planning | $3.9M | 24K | ▼−4.0% Reduced · −1K sh | Q1 2026 | |
| 18 | Geneos Wealth Management Inc. | $3.7M | 23K | ▲+6.6% Added · +1K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 21K | ▲+44% Added · +6K sh | Q1 2026 | |
| 20 | UBS Group AG | $2.8M | 18K | ▼−0.3% Reduced · −52 sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $2.3M | 14K | ▲~0% Added · +4 sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $2.2M | 14K | ▲+25% Added · +3K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $2.2M | 14K | ▲+0.3% Added · +43 sh | Q1 2026 | |
| 24 | WCG Wealth Advisors LLC | $2.2M | 14K | ▲+2.2% Added · +295 sh | Q1 2026 | |
| 25 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $2.7M | 14K | ▼−0.4% Reduced · −52 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, 4 funds opened a new position in FAD and 10 added to an existing one, while 10 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 | 33 funds | $10.1B |
| MICROSOFT CORPMSFT | 33 funds | $9.7B |
| ALPHABET INC-CL AGOOGL | 33 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $6.4B |
| VANGUARD S&P 500 ETFVOO | 33 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 33 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 33 funds | $4.1B |
| BROADCOM INCAVGO | 33 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $3.8B |
| VANGUARD GROWTH ETFVUG | 33 funds | $3.6B |
| VANGUARD VALUE ETFVTV | 33 funds | $3.0B |
| EXXON MOBIL CORPXOM | 33 funds | $2.8B |
Ranked by how many of FAD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/FAD/capital-change-brief"
Use Arkolith's capital_change_brief for FAD. 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 FAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.