| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $68.7M | 602K | ▲+0.1% Added · +607 sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $56.0M | 491K | ▲+4.2% Added · +20K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | $28.2M | 247K | ▲+11% Added · +25K sh | Q1 2026 | |
| 4 | Stratos Wealth Advisors, LLC | $7.7M | 68K | ▲+7.3% Added · +5K sh | Q1 2026 | |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.0M | 52K | ▲+9.8% Added · +5K sh | Q1 2026 | |
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.9M | 52K | ▼−1.0% Reduced · −545 sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 40K | ▲+106% Added · +20K sh | Q1 2026 | |
| 8 | Farther Finance Advisors, LLC | $4.4M | 38K | ▲+8.1% Added · +3K sh | Q1 2026 | |
| 9 | IFP Advisors, Inc | $4.3M | 33K | ▲+9.9% Added · +3K sh | Q2 2026 | |
| 10 | TRUIST FINANCIAL CORP | $3.0M | 27K | ▲+6.1% Added · +2K sh | Q1 2026 | |
| 11 | AE Wealth Management LLC | $2.7M | 24K | ▲+15% Added · +3K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $2.6M | 23K | ▼−0.7% Reduced · −169 sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $1.8M | 16K | ▲+1.5% Added · +233 sh | Q1 2026 | |
| 14 | Koenig Investment Advisory, LLC | $2.1M | 16K | ▼−0.2% Reduced · −32 sh | Q2 2026 | |
| 15 | LPL Financial LLC | $1.7M | 15K | ▼−1.6% Reduced · −245 sh | Q1 2026 | |
| 16 | Dominguez Wealth Management Solutions, Inc. | $1.6M | 12K | ▼−4.0% Reduced · −492 sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | $790K | 7K | ▲+18% Added · +1K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $744K | 7K | ▼−45% Reduced · −5K sh | Q1 2026 | |
| 19 | Strategies Wealth Advisors, LLC | $710K | 6K | —Held | Q1 2026 | |
| 20 | Geneos Wealth Management Inc. | $554K | 5K | ▲New +5K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $517K | 5K | ▲New +5K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $460K | 4K | ▲+118% Added · +2K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $453K | 4K | ▼−26% Reduced · −1K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $390K | 3K | ▼−85% Reduced · −20K sh | Q1 2026 | |
| 25 | Kingsview Wealth Management, LLC | $389K | 3K | ▲New +3K 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 | 14 funds | $4.5B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $4.2B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $3.3B |
| NVIDIA CORPNVDA | 14 funds | $3.2B |
| MICROSOFT CORPMSFT | 14 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $2.7B |
| AMAZON.COM INCAMZN | 14 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 14 funds | $1.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $1.7B |
| STE STR SPDR PT S&P 500 ETFSPYM | 14 funds | $1.6B |
| VANGUARD GROWTH ETFVUG | 14 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.3B |
Ranked by how many of FDG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/FDG/capital-change-brief"
Use Arkolith's capital_change_brief for FDG. 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 FDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.