Among active 13F managers last quarter, 6 opened and 19 added, while 17 reduced; the largest holder to move was Ameritas Advisory Services, LLC (+138%).
158 tracked 13F filers disclose a position in FDLO as of the latest SEC 13F filings, a combined $981.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 8.9M | $578.0M | ▼−11% Reduced · −1.1M sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 713K | $46.0M | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 525K | $33.9M | ▲+3.9% Added · +20K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 418K | $27.0M | ▲+3.4% Added · +14K sh | Q1 2026 | |
| 5 | Campbell Deegan Wealth Management, LLC | 337K | $23.1M | ▲+2.0% Added · +7K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 302K | $19.5M | ▼−5.6% Reduced · −18K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 257K | $16.6M | ▲+6.3% Added · +15K sh | Q1 2026 | |
| 8 | Ameritas Advisory Services, LLC | 254K | $17.4M | ▲+138% Added · +147K sh | Q2 2026 | |
| 9 | Cerity Partners LLC | 202K | $13.0M | ▲29× Added · +195K sh | Q1 2026 | |
| 10 | AE Wealth Management LLC | 193K | $12.5M | ▲+65% Added · +76K sh | Q1 2026 | |
| 11 | Segall Bryant & Hamill, LLC | 186K | $12.7M | ▼−3.2% Reduced · −6K sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | 172K | $11.8M | ▼−14% Reduced · −28K sh | Q2 2026 | |
| 13 | Morgan Stanley | 147K | $9.5M | ▲+26% Added · +31K sh | Q1 2026 | |
| 14 | Raymond James Financial Inc | 147K | $9.5M | ▲+3.7% Added · +5K sh | Q1 2026 | |
| 15 | Alongside, LLC | 133K | $9.1M | ▲+13% Added · +16K sh | Q2 2026 | |
| 16 | 49 Wealth Management, LLC | 133K | $9.1M | ▲New +133K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | 123K | $8.4M | ▲+6.2% Added · +7K sh | Q2 2026 | |
| 18 | First Trust Advisors LP | 123K | $8.0M | ▲New +123K sh | Q1 2026 | |
| 19 | Royal Bank Of Canada | 119K | $7.7M | ▼−24% Reduced · −37K sh | Q1 2026 | |
| 20 | Lido Advisors, LLC | 99K | $6.8M | ▼−9.4% Reduced · −10K sh | Q2 2026 | |
| 21 | Kennedy Investment Group, Inc. | 96K | $6.6M | ▲New +96K sh | Q2 2026 | |
| 22 | Mechanics Bank Trust Department | 94K | $6.4M | ▲+11% Added · +9K sh | Q2 2026 | |
| 23 | Abundance Wealth Counselors | 91K | $6.2M | ▲+45% Added · +28K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 83K | $5.3M | ▼−37% Reduced · −48K sh | Q1 2026 | |
| 25 | Savant Capital, LLC | 77K | $5.6M | ▲New +77K sh | Q2 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, 6 funds opened a new position in FDLO and 19 added to an existing one, while 17 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 77 funds | $31.2B |
| Nvidia CorpNVDA | 76 funds | $46.1B |
| Apple IncAAPL | 76 funds | $39.1B |
| Amazon.com IncAMZN | 76 funds | $21.1B |
| Alphabet Inc-CL AGOOGL | 76 funds | $18.2B |
| Vanguard S&P 500 ETFVOO | 75 funds | $3.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 75 funds | $2.7B |
| Meta Platforms Inc-Class AMETA | 74 funds | $10.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 74 funds | $6.1B |
| JPMorgan Chase & CoJPM | 73 funds | $8.1B |
| Eli Lilly & CoLLY | 72 funds | $8.7B |
| Ishares Core S&P 500 ETFIVV | 72 funds | $7.7B |
Ranked by how many of FDLO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FDLO.
No filings captured for this ticker in the live stream yet.
Connected entities for FDLO
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.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for FDLO. Filings are public domain, sourced to SEC EDGAR.