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/FDLO/capital-change-brief"
Use Arkolith's capital_change_brief for FDLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $578.0M | 8.9M | ▼−11% Reduced · −1.1M sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $46.0M | 713K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $33.9M | 525K | ▲+3.9% Added · +20K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $27.0M | 418K | ▲+3.4% Added · +14K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $19.5M | 302K | ▼−5.6% Reduced · −18K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $16.6M | 257K | ▲+6.3% Added · +15K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $13.0M | 202K | ▲29× Added · +195K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $12.9M | 200K | ▼−18% Reduced · −44K sh | Q1 2026 | |
| 9 | AE Wealth Management LLC | $12.5M | 193K | ▲+65% Added · +76K sh | Q1 2026 | |
| 10 | SEGALL BRYANT & HAMILL, LLC | $12.4M | 192K | ▼−5.6% Reduced · −12K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $9.5M | 147K | ▲+26% Added · +31K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $9.5M | 147K | ▲+3.7% Added · +5K sh | Q1 2026 | |
| 13 | FIRST TRUST ADVISORS LP | $8.0M | 123K | ▲New +123K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $7.7M | 119K | ▼−24% Reduced · −37K sh | Q1 2026 | |
| 15 | ALONGSIDE, LLC | $7.8M | 118K | ▲New +118K sh | Q4 2025 | |
| 16 | NewEdge Advisors, LLC | $7.5M | 116K | ▼−7.6% Reduced · −10K sh | Q1 2026 | |
| 17 | Lido Advisors, LLC | $7.1M | 109K | ▼−5.7% Reduced · −7K sh | Q1 2026 | |
| 18 | Ameritas Advisory Services, LLC | $6.9M | 107K | ▼−3.6% Reduced · −4K sh | Q1 2026 | |
| 19 | Mechanics Bank Trust Department | $6.4M | 94K | ▲+11% Added · +9K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $5.3M | 83K | ▼−37% Reduced · −48K sh | Q1 2026 | |
| 21 | EXENCIAL WEALTH ADVISORS, LLC | $4.9M | 76K | ▼−3.8% Reduced · −3K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $3.8M | 59K | ▲+2.9% Added · +2K sh | Q1 2026 | |
| 23 | Weaver Consulting Group | $2.8M | 43K | ▼−0.2% Reduced · −75 sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $2.5M | 38K | ▲+98% Added · +19K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 37K | ▲+57% Added · +13K 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 | 65 funds | $17.7B |
| NVIDIA CORPNVDA | 65 funds | $14.4B |
| MICROSOFT CORPMSFT | 65 funds | $13.3B |
| AMAZON.COM INCAMZN | 65 funds | $9.9B |
| ALPHABET INC-CL AGOOGL | 65 funds | $9.0B |
| JPMORGAN CHASE & COJPM | 65 funds | $5.8B |
| ALPHABET INC-CL CGOOG | 65 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $5.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 65 funds | $4.1B |
| VISA INC-CLASS A SHARESV | 65 funds | $3.5B |
| WALMART INCWMT | 65 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 65 funds | $3.1B |
Ranked by how many of FDLO'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 FDLO. 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.