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/FBT/capital-change-brief"
Use Arkolith's capital_change_brief for FBT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | $705.9M | 3.5M | ▲498× Added · +3.5M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $107.3M | 534K | ▲+33% Added · +133K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $85.6M | 426K | ▲+126% Added · +238K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $59.4M | 296K | ▲+13% Added · +35K sh | Q1 2026 | |
| 5 | UBS Group AG | $41.2M | 205K | ▲+9.8% Added · +18K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $40.7M | 203K | ▲+39% Added · +57K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $40.4M | 201K | ▲+5.7% Added · +11K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $40.2M | 200K | ▲+29% Added · +45K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $25.5M | 127K | ▲+11% Added · +12K sh | Q1 2026 | |
| 10 | Berger Financial Group, Inc | $21.0M | 104K | ▼−9.2% Reduced · −11K sh | Q1 2026 | |
| 11 | &PARTNERS | $15.7M | 78K | ▲12× Added · +72K sh | Q1 2026 | |
| 12 | Advisory Services Network, LLC | $15.1M | 75K | ▲New +75K sh | Q1 2026 | |
| 13 | WCG Wealth Advisors LLC | $14.9M | 74K | ▲New +74K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $13.9M | 69K | ▲+52% Added · +24K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $13.9M | 69K | ▲+14% Added · +9K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $13.3M | 66K | ▲+5.5% Added · +3K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $12.6M | 63K | ▲11× Added · +57K sh | Q1 2026 | |
| 18 | BENJAMIN EDWARDS INC | $11.7M | 58K | ▲+91% Added · +28K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $11.1M | 55K | ▲+19% Added · +9K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $10.9M | 54K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 21 | D.A. DAVIDSON & CO. | $10.6M | 53K | ▲+6.5% Added · +3K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $10.6M | 53K | ▼−0.3% Reduced · −162 sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $8.8M | 44K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 24 | Modern Wealth Management, LLC | $8.5M | 42K | ▲+0.5% Added · +213 sh | Q1 2026 | |
| 25 | TD Waterhouse Canada Inc. | $8.3M | 41K | ▲+42% Added · +12K 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 |
|---|---|---|
| APPLE INCAAPL | 90 funds | $24.8B |
| NVIDIA CORPNVDA | 90 funds | $20.3B |
| MICROSOFT CORPMSFT | 90 funds | $18.5B |
| ISHARES CORE S&P 500 ETFIVV | 90 funds | $18.4B |
| AMAZON.COM INCAMZN | 90 funds | $13.4B |
| VANGUARD S&P 500 ETFVOO | 90 funds | $12.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 90 funds | $12.1B |
| VANGUARD GROWTH ETFVUG | 90 funds | $8.8B |
| BROADCOM INCAVGO | 90 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 90 funds | $8.6B |
| VANGUARD VALUE ETFVTV | 90 funds | $7.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 90 funds | $7.8B |
Ranked by how many of FBT'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 FBT. 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.