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/FDEM/capital-change-brief"
Use Arkolith's capital_change_brief for FDEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $31.8M | 1.0M | ▲+5.9% Added · +56K sh | Q1 2026 | |
| 2 | McAdam, LLC | $26.4M | 834K | ▲+13% Added · +97K sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $17.9M | 566K | ▲+628% Added · +488K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $17.7M | 560K | ▲+121% Added · +306K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $9.5M | 301K | ▲+65% Added · +119K sh | Q1 2026 | |
| 6 | MAI Capital Management | $8.6M | 274K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 239K | ▲+28% Added · +53K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $6.9M | 220K | ▼−48% Reduced · −203K sh | Q1 2026 | |
| 9 | Arkadios Wealth Advisors | $6.6M | 208K | ▲+114% Added · +111K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $6.6M | 208K | ▲+10% Added · +19K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $5.5M | 174K | ▲+12% Added · +18K sh | Q1 2026 | |
| 12 | Smartleaf Asset Management LLC | $4.9M | 160K | ▲+0.5% Added · +847 sh | Q1 2026 | |
| 13 | OLD MISSION CAPITAL LLC | $4.2M | 132K | ▲+213% Added · +90K sh | Q1 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $3.0M | 96K | ▼−4.6% Reduced · −5K sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 95K | ▲2k× Added · +95K sh | Q1 2026 | |
| 16 | PRINCIPAL SECURITIES, INC. | $2.9M | 91K | ▲+33% Added · +23K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $2.6M | 83K | ▲+21% Added · +14K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $2.0M | 62K | ▲New +62K sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 58K | ▲+28% Added · +13K sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $1.4M | 47K | ▼−25% Reduced · −16K sh | Q1 2026 | |
| 21 | Farther Finance Advisors, LLC | $1.1M | 33K | ▼−0.5% Reduced · −164 sh | Q1 2026 | |
| 22 | Cassilly Financial Group LLC | $1.1M | 31K | ▲+24% Added · +6K sh | Q2 2026 | |
| 23 | Stratos Wealth Advisors, LLC | $963K | 30K | ▲+0.1% Added · +29 sh | Q1 2026 | |
| 24 | Investmark Advisory Group LLC | $885K | 28K | ▲+14% Added · +3K sh | Q1 2026 | |
| 25 | Merit Financial Group, LLC | $759K | 24K | ▲+89% Added · +11K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $12.1B |
| NVIDIA CORPNVDA | 22 funds | $8.7B |
| APPLE INCAAPL | 22 funds | $8.0B |
| MICROSOFT CORPMSFT | 22 funds | $5.9B |
| AMAZON.COM INCAMZN | 22 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 22 funds | $4.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 22 funds | $3.1B |
| BROADCOM INCAVGO | 22 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $3.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 22 funds | $2.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $2.7B |
Ranked by how many of FDEM'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 FDEM. 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.