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/FBND/capital-change-brief"
Use Arkolith's capital_change_brief for FBND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4B | 95.9M | ▲+3.7% Added · +3.4M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.6B | 35.5M | ▲+2.2% Added · +774K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $670.9M | 14.7M | ▲+6.3% Added · +872K sh | Q1 2026 | |
| 4 | FMR LLC | $660.6M | 14.5M | ▲+4.0% Added · +559K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $602.1M | 13.2M | ▲+14% Added · +1.7M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $484.9M | 10.6M | ▲+13% Added · +1.2M sh | Q1 2026 | |
| 7 | Dynasty Wealth Management, LLC | $465.8M | 10.2M | ▲+18% Added · +1.6M sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $357.3M | 7.8M | ▲+27% Added · +1.6M sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $340.9M | 7.5M | ▲+29% Added · +1.7M sh | Q1 2026 | |
| 10 | COUNTRY TRUST BANK | $312.0M | 6.9M | ▲+1.7% Added · +114K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $310.3M | 6.8M | ▲+16% Added · +931K sh | Q1 2026 | |
| 12 | Quotient Wealth Partners, LLC | $296.6M | 6.5M | ▲+33% Added · +1.6M sh | Q1 2026 | |
| 13 | UBS Group AG | $284.2M | 6.2M | ▲+6.2% Added · +361K sh | Q1 2026 | |
| 14 | Legacy Wealth Management, LLC | $250.0M | 5.5M | ▲+57% Added · +2.0M sh | Q2 2026 | |
| 15 | Modern Wealth Management, LLC | $228.8M | 5.0M | ▲+38% Added · +1.4M sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $222.9M | 4.9M | ▼−0.2% Reduced · −10K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $210.2M | 4.6M | ▼−5.8% Reduced · −284K sh | Q1 2026 | |
| 18 | SAX WEALTH ADVISORS, LLC | $204.9M | 4.5M | ▲+12% Added · +493K sh | Q2 2026 | |
| 19 | MATHER GROUP, LLC. | $198.2M | 4.3M | ▲+4.4% Added · +183K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $191.2M | 4.2M | ▲+4.7% Added · +187K sh | Q1 2026 | |
| 21 | RITHOLTZ WEALTH MANAGEMENT | $182.7M | 4.0M | ▲+3.9% Added · +150K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $181.0M | 4.0M | ▲+7.9% Added · +292K sh | Q1 2026 | |
| 23 | CWM, LLC | $176.3M | 3.9M | ▲+18% Added · +596K sh | Q1 2026 | |
| 24 | Blue Chip Partners, LLC | $135.9M | 3.0M | ▲+3.7% Added · +107K sh | Q1 2026 | |
| 25 | TruWealth Advisors, LLC | $130.4M | 2.9M | ▲+1.8% Added · +50K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 178 funds | $25.2B |
| APPLE INCAAPL | 177 funds | $35.7B |
| NVIDIA CORPNVDA | 177 funds | $31.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 177 funds | $26.9B |
| ALPHABET INC-CL AGOOGL | 177 funds | $16.4B |
| JPMORGAN CHASE & COJPM | 177 funds | $11.8B |
| ALPHABET INC-CL CGOOG | 177 funds | $10.8B |
| META PLATFORMS INC-CLASS AMETA | 177 funds | $10.4B |
| WALMART INCWMT | 177 funds | $6.5B |
| CHEVRON CORPCVX | 177 funds | $4.7B |
| ABBVIE INCABBV | 177 funds | $4.5B |
| MCDONALD'S CORPMCD | 177 funds | $4.3B |
Ranked by how many of FBND'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 FBND. 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.