135 tracked 13F filers disclose a position in FDD as of the latest SEC 13F filings, a combined $423.9M 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 | $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 | ODonnell Financial Services, LLC | $17.8M | 958K | ▲+7.3% Added · +65K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $14.3M | 802K | ▼−9.4% Reduced · −83K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $11.9M | 669K | ▲+52% Added · +230K sh | Q1 2026 | |
| 10 | Prospera Financial Services Inc | $10.9M | 588K | ▲+6.3% Added · +35K sh | Q2 2026 | |
| 11 | Intellectus Partners, LLC | $10.0M | 540K | ▼−2.3% Reduced · −13K sh | Q2 2026 | |
| 12 | Warner Group LLC | $7.4M | 399K | ▲+77% Added · +174K sh | Q2 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $6.6M | 372K | ▲+8.6% Added · +30K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $6.2M | 348K | ▲+145% Added · +206K sh | Q1 2026 | |
| 15 | Owen LaRue, LLC | $4.7M | 255K | ▲+3.2% Added · +8K sh | Q2 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 247K | ▲+38% Added · +68K sh | Q1 2026 | |
| 17 | Allie Family Office LLC | $4.2M | 227K | —Held | Q2 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $4.0M | 223K | ▲+53% Added · +78K sh | Q1 2026 | |
| 19 | Atria Investments, Inc | $4.1M | 223K | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 20 | Equitable Holdings, Inc. | $4.1M | 223K | ▲+2.3% Added · +5K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | $4.0M | 218K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 22 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $4.0M | 215K | ▲+0.5% Added · +990 sh | Q2 2026 | |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $4.0M | 214K | ▲+6.1% Added · +12K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $3.8M | 206K | ▲+21% Added · +36K sh | Q2 2026 | |
| 25 | ROYAL BANK OF CANADA | $3.6M | 204K | ▲+20% Added · +35K 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.
Last quarter, 4 funds opened a new position in FDD and 34 added to an existing one, while 11 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 | 70 funds | $15.3B |
| MICROSOFT CORPMSFT | 70 funds | $8.4B |
| AMAZON.COM INCAMZN | 70 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 70 funds | $6.5B |
| APPLE INCAAPL | 69 funds | $12.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 69 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 69 funds | $3.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 67 funds | $3.3B |
| BROADCOM INCAVGO | 66 funds | $6.0B |
| ELI LILLY & COLLY | 66 funds | $2.5B |
| WALMART INCWMT | 66 funds | $2.1B |
| CATERPILLAR INCCAT | 66 funds | $1.4B |
Ranked by how many of FDD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for FDD
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.
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.