The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query FDLS owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FDLS"
Use Arkolith to show who owns FDLS, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10.0M | 271K | ▲+58% Added · +100K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $4.7M | 129K | ▲+145% Added · +76K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $3.4M | 93K | ▲+61% Added · +35K sh | Q1 2026 | |
| 4 | Belpointe Asset Management LLC | $2.9M | 78K | ▲+11% Added · +8K sh | Q1 2026 | |
| 5 | OneAscent Financial Services LLC | $2.4M | 65K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 62K | ▲+32% Added · +15K sh | Q1 2026 | |
| 7 | GTS SECURITIES LLC | $1.7M | 46K | ▲+27% Added · +10K sh | Q1 2026 | |
| 8 | Valmark Advisers, Inc. | $1.3M | 36K | ▲+1.6% Added · +558 sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.3M | 36K | ▲+156% Added · +22K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $1.0M | 28K | ▲+88% Added · +13K sh | Q1 2026 | |
| 11 | Envestnet Portfolio Solutions, Inc. | $839K | 23K | ▲New +23K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $405K | 11K | ▲+55% Added · +4K sh | Q1 2026 | |
| 13 | Sanctuary Advisors, LLC | $359K | 10K | ▼−44% Reduced · −8K sh | Q1 2026 | |
| 14 | Geneos Wealth Management Inc. | $355K | 10K | —Held | Q1 2026 | |
| 15 | Strategic Blueprint, LLC | $325K | 9K | ▲+16% Added · +1K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $322K | 9K | ▲New +9K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $321K | 9K | ▲+419% Added · +7K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $271K | 7K | ▲+24% Added · +1K sh | Q1 2026 | |
| 19 | Pinnacle Financial Partners, Inc. | $265K | 7K | ▲New +7K sh | Q1 2026 | |
| 20 | PRINCIPAL SECURITIES, INC. | $227K | 6K | ▲New +6K sh | Q1 2026 | |
| 21 | Integrated Advisors Network LLC | $207K | 6K | —Held | Q1 2026 | |
| 22 | EverSource Wealth Advisors, LLC | $85K | 2K | ▲+39% Added · +647 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $23K | 615 | ▲+2.3% Added · +14 sh | Q1 2026 | |
| 24 | AdvisorNet Financial, Inc | $12K | 315 | ▲New +315 sh | Q1 2026 | |
| 25 | FMR LLC | $2K | 54 | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $1.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 12 funds | $1.4B |
| NVIDIA CORPNVDA | 12 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $1.2B |
| VANGUARD S&P 500 ETFVOO | 12 funds | $1.2B |
| MICROSOFT CORPMSFT | 12 funds | $999.3M |
| ISHARES S&P 500 GROWTH ETFIVW | 12 funds | $732.3M |
| ISHARES RUSSELL 1000 GROWTHIWF | 12 funds | $708.5M |
| ISHARES CORE MSCI EMERGINGIEMG | 12 funds | $667.4M |
| COCA-COLA CO/THEKO | 12 funds | $664.4M |
| ALPHABET INC-CL AGOOGL | 12 funds | $659.1M |
| VANGUARD GROWTH ETFVUG | 12 funds | $601.2M |
Ranked by how many of FDLS'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FDLS. 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.