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/FDL/capital-change-brief"
Use Arkolith's capital_change_brief for FDL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $724.1M | 14.3M | ▲+15% Added · +1.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $454.3M | 8.9M | ▲+3.1% Added · +273K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $265.2M | 5.2M | ▼−13% Reduced · −749K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $254.7M | 5.0M | ▼−3.5% Reduced · −185K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $160.0M | 3.1M | ▼−2.5% Reduced · −80K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $129.2M | 2.5M | ▼−1.9% Reduced · −48K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $125.9M | 2.5M | ▼−2.8% Reduced · −71K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $123.8M | 2.4M | ▼−1.7% Reduced · −43K sh | Q1 2026 | |
| 9 | UBS Group AG | $121.3M | 2.4M | ▲+1.0% Added · +23K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.8M | 1.9M | ▲+5.9% Added · +108K sh | Q1 2026 | |
| 11 | Csenge Advisory Group | $79.8M | 1.6M | ▼−17% Reduced · −317K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $75.7M | 1.5M | ▼−0.5% Reduced · −8K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $71.8M | 1.4M | ▲+31% Added · +335K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $72.1M | 1.4M | ▲+7.0% Added · +93K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $62.8M | 1.2M | ▼−29% Reduced · −512K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $62.0M | 1.2M | ▲+2.9% Added · +34K sh | Q1 2026 | |
| 17 | BNP PARIBAS FINANCIAL MARKETS | $58.4M | 1.1M | ▲+282% Added · +849K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $46.5M | 915K | ▲+3.4% Added · +30K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $44.7M | 885K | ▲+190% Added · +580K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $38.4M | 755K | ▲+2.1% Added · +15K sh | Q1 2026 | |
| 21 | TRUE Private Wealth Advisors | $37.5M | 738K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $35.4M | 697K | ▲+46% Added · +220K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $30.2M | 594K | ▲+37% Added · +159K sh | Q1 2026 | |
| 24 | Southland Equity Partners LLC | $27.3M | 561K | ▲+0.6% Added · +3K sh | Q2 2026 | |
| 25 | STEPHENS INC /AR/ | $27.6M | 543K | ▼−1.1% Reduced · −6K 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 | 141 funds | $26.1B |
| JPMORGAN CHASE & COJPM | 141 funds | $12.1B |
| ELI LILLY & COLLY | 141 funds | $7.3B |
| VISA INC-CLASS A SHARESV | 141 funds | $6.7B |
| COSTCO WHOLESALE CORPCOST | 141 funds | $6.4B |
| TESLA INCTSLA | 141 funds | $5.3B |
| CHEVRON CORPCVX | 141 funds | $4.9B |
| CATERPILLAR INCCAT | 141 funds | $4.2B |
| CISCO SYSTEMS INCCSCO | 141 funds | $3.7B |
| MCDONALD'S CORPMCD | 141 funds | $3.0B |
| GENERAL ELECTRICGE | 141 funds | $2.5B |
| UNITEDHEALTH GROUP INCUNH | 141 funds | $2.1B |
Ranked by how many of FDL'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 FDL. 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.