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/FDD/capital-change-brief"
Use Arkolith's capital_change_brief for FDD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $64.8M | 3.6M | ▲+8.6% Added · +289K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $42.9M | 2.4M | ▲+8.8% Added · +195K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $30.6M | 1.7M | ▲~0% Added · +468 sh | Q1 2026 | |
| 4 | UBS Group AG | $26.2M | 1.5M | ▲+4.1% Added · +58K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $25.2M | 1.4M | ▲+29% Added · +318K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $23.9M | 1.3M | ▲+17% Added · +200K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $14.3M | 802K | ▼−9.4% Reduced · −83K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $11.9M | 669K | ▲+52% Added · +230K sh | Q1 2026 | |
| 9 | Prospera Financial Services Inc | $10.9M | 588K | ▲+6.3% Added · +35K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 372K | ▲+8.6% Added · +30K sh | Q1 2026 | |
| 11 | IFP Advisors, Inc | $6.6M | 369K | ▲+12% Added · +40K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $6.2M | 348K | ▲+145% Added · +206K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 247K | ▲+38% Added · +68K sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $4.0M | 223K | ▲+53% Added · +78K sh | Q1 2026 | |
| 15 | Atria Investments, Inc | $4.0M | 222K | ▼−50% Reduced · −222K sh | Q1 2026 | |
| 16 | Equitable Holdings, Inc. | $3.8M | 218K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 17 | Sanctuary Advisors, LLC | $3.9M | 217K | ▼−51% Reduced · −224K sh | Q1 2026 | |
| 18 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $4.0M | 215K | ▲+0.5% Added · +990 sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $3.6M | 204K | ▲+20% Added · +35K sh | Q1 2026 | |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $3.6M | 202K | ▼−5.7% Reduced · −12K sh | Q1 2026 | |
| 21 | Next Level Private LLC | $3.5M | 190K | ▲+2.5% Added · +5K sh | Q2 2026 | |
| 22 | Hobart Private Capital, LLC | $3.3M | 178K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | $3.0M | 170K | ▲+19% Added · +27K sh | Q1 2026 | |
| 24 | Murphy, Middleton, Hinkle & Parker, Inc. | $3.1M | 169K | ▲+22% Added · +31K sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $2.9M | 165K | ▲+0.7% Added · +1K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 51 funds | $16.8B |
| MICROSOFT CORPMSFT | 51 funds | $12.8B |
| ALPHABET INC-CL AGOOGL | 51 funds | $9.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $8.2B |
| BROADCOM INCAVGO | 51 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 51 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 51 funds | $5.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 51 funds | $3.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 51 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 51 funds | $3.7B |
| WALMART INCWMT | 51 funds | $3.6B |
Ranked by how many of FDD'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 FDD. 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.