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/FDIS/capital-change-brief"
Use Arkolith's capital_change_brief for FDIS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $140.2M | 1.5M | ▲+1.3% Added · +20K sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $122.0M | 1.3M | ▲+5.0% Added · +63K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $102.9M | 1.1M | ▲+14% Added · +136K sh | Q1 2026 | |
| 4 | AGF MANAGEMENT LTD | $28.0M | 301K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $23.1M | 248K | ▲+22% Added · +44K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $18.5M | 199K | ▼−77% Reduced · −654K sh | Q1 2026 | |
| 7 | ASSETMARK, INC | $17.4M | 186K | ▼−12% Reduced · −26K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 127K | ▼−19% Reduced · −29K sh | Q1 2026 | |
| 9 | Independence Financial Advisors, LLC | $12.7M | 123K | ▲+81% Added · +55K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $11.3M | 121K | ▼−9.4% Reduced · −13K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $8.1M | 87K | ▲+5.3% Added · +4K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.0M | 75K | ▲+33% Added · +18K sh | Q1 2026 | |
| 13 | Fisher Asset Management, LLC | $6.2M | 67K | ▼−0.7% Reduced · −463 sh | Q1 2026 | |
| 14 | Keystone Global Partners, LLC | $6.8M | 67K | ▲+13% Added · +7K sh | Q2 2026 | |
| 15 | STIFEL FINANCIAL CORP | $5.3M | 57K | ▼−6.8% Reduced · −4K sh | Q1 2026 | |
| 16 | FMR LLC | $5.2M | 56K | ▲+5.3% Added · +3K sh | Q1 2026 | |
| 17 | CITIGROUP INC | $4.8M | 51K | ▲+45% Added · +16K sh | Q1 2026 | |
| 18 | KCM INVESTMENT ADVISORS LLC | $4.7M | 51K | ▲+0.1% Added · +42 sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $4.6M | 50K | ▲New +50K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $4.4M | 47K | ▼−19% Reduced · −11K sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $4.2M | 45K | ▲+6.6% Added · +3K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $3.9M | 42K | ▼−47% Reduced · −37K sh | Q1 2026 | |
| 23 | PENOBSCOT WEALTH MANAGEMENT | $4.2M | 41K | ▲+2.4% Added · +983 sh | Q2 2026 | |
| 24 | GRIMES & Co WEALTH MANAGEMENT, LLC | $3.8M | 41K | ▼−4.5% Reduced · −2K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $3.8M | 41K | ▼−27% Reduced · −15K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 72 funds | $17.5B |
| ALPHABET INC-CL CGOOG | 72 funds | $8.3B |
| ELI LILLY & COLLY | 72 funds | $4.8B |
| EXXON MOBIL CORPXOM | 72 funds | $4.7B |
| VISA INC-CLASS A SHARESV | 72 funds | $4.6B |
| CHEVRON CORPCVX | 72 funds | $3.3B |
| MASTERCARD INC - AMA | 72 funds | $3.0B |
| PROCTER & GAMBLE CO/THEPG | 72 funds | $3.0B |
| ORACLE CORPORCL | 72 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 72 funds | $1.8B |
| GOLDMAN SACHS GROUP INCGS | 72 funds | $1.8B |
| UNITEDHEALTH GROUP INCUNH | 72 funds | $1.5B |
Ranked by how many of FDIS'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 FDIS. 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.