219 tracked 13F filers disclose a position in FDIS as of the latest SEC 13F filings, a combined $722.6M 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 | Lido Advisors, LLC | $147.7M | 1.4M | ▼−4.5% Reduced · −68K sh | Q2 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 | ASSETMARK, INC | $22.2M | 216K | ▲+16% Added · +29K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $18.5M | 199K | ▼−77% Reduced · −654K sh | Q1 2026 | |
| 8 | Fischer Financial Services, Inc. | $14.8M | 144K | ▲+2.3% Added · +3K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 127K | ▼−19% Reduced · −29K sh | Q1 2026 | |
| 10 | Independence Financial Advisors, LLC | $12.7M | 123K | ▲+81% Added · +55K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $11.3M | 121K | ▼−9.4% Reduced · −13K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $8.6M | 83K | ▼−3.8% Reduced · −3K sh | Q2 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.0M | 75K | ▲+33% Added · +18K sh | Q1 2026 | |
| 14 | Fisher Asset Management, LLC | $6.2M | 67K | ▼−0.7% Reduced · −463 sh | Q1 2026 | |
| 15 | Keystone Global Partners, LLC | $6.8M | 67K | ▲+13% Added · +7K sh | Q2 2026 | |
| 16 | Yoder Wealth Management, Inc. | $6.8M | 67K | ▲+12% Added · +7K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $5.3M | 57K | ▼−6.8% Reduced · −4K sh | Q1 2026 | |
| 18 | FMR LLC | $5.2M | 56K | ▲+5.3% Added · +3K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $5.4M | 52K | ▲+16% Added · +7K sh | Q2 2026 | |
| 20 | CITIGROUP INC | $4.8M | 51K | ▲+45% Added · +16K sh | Q1 2026 | |
| 21 | KCM INVESTMENT ADVISORS LLC | $5.2M | 51K | —Held | Q2 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $4.6M | 50K | ▲New +50K sh | Q1 2026 | |
| 23 | ATLAS CAPITAL ADVISORS INC. | $4.9M | 48K | ▲+1.0% Added · +468 sh | Q2 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $4.4M | 47K | ▼−19% Reduced · −11K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $3.9M | 42K | ▼−47% Reduced · −37K 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, 3 funds opened a new position in FDIS and 25 added to an existing one, while 17 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 |
|---|---|---|
| APPLE INCAAPL | 119 funds | $76.9B |
| MICROSOFT CORPMSFT | 119 funds | $63.6B |
| AMAZON.COM INCAMZN | 119 funds | $48.2B |
| NVIDIA CORPNVDA | 118 funds | $94.6B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $23.9B |
| JPMORGAN CHASE & COJPM | 116 funds | $20.2B |
| TESLA INCTSLA | 114 funds | $15.3B |
| ALPHABET INC-CL AGOOGL | 113 funds | $46.1B |
| WALMART INCWMT | 113 funds | $16.0B |
| BROADCOM INCAVGO | 112 funds | $35.5B |
| ALPHABET INC-CL CGOOG | 112 funds | $22.4B |
| ADVANCED MICRO DEVICESAMD | 112 funds | $7.8B |
Ranked by how many of FDIS'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 FDIS
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.
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.