41 tracked 13F filers disclose a position in FDLS as of the latest SEC 13F filings, a combined $97.0M 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 | Inspire Advisors, LLC | $28.3M | 767K | ▲+6.1% Added · +44K sh | Q1 2026 | |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $19.1M | 453K | ▲+67% Added · +181K sh | Q2 2026 | |
| 3 | Strategic Equity Management | $6.9M | 164K | ▲+20% Added · +27K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $4.7M | 129K | ▲+145% Added · +76K sh | Q1 2026 | |
| 5 | PAX Financial Group, LLC | $4.3M | 102K | ▼−0.1% Reduced · −81 sh | Q2 2026 | |
| 6 | Inspire Investing, LLC | $4.2M | 100K | ▲+13% Added · +11K sh | Q2 2026 | |
| 7 | AE Wealth Management LLC | $3.4M | 93K | ▲+61% Added · +35K sh | Q1 2026 | |
| 8 | MONEYWISE, INC. | $3.7M | 87K | ▲+19% Added · +14K sh | Q2 2026 | |
| 9 | Belpointe Asset Management LLC | $2.9M | 78K | ▲+11% Added · +8K sh | Q1 2026 | |
| 10 | OneAscent Financial Services LLC | $2.9M | 69K | ▲+6.4% Added · +4K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 62K | ▲+32% Added · +15K sh | Q1 2026 | |
| 12 | GTS SECURITIES LLC | $1.7M | 46K | ▲+27% Added · +10K sh | Q1 2026 | |
| 13 | Frontier Asset Management, LLC | $1.9M | 45K | ▼−31% Reduced · −20K sh | Q2 2026 | |
| 14 | Valmark Advisers, Inc. | $1.5M | 36K | ▼−0.3% Reduced · −117 sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.3M | 36K | ▲+156% Added · +22K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $1.0M | 28K | ▲+88% Added · +13K sh | Q1 2026 | |
| 17 | Revisor Wealth Management LLC | $1.1M | 27K | ▲+118% Added · +14K sh | Q2 2026 | |
| 18 | Discipline Wealth Solutions, LLC | $855K | 20K | ▲New +20K sh | Q2 2026 | |
| 19 | Envestnet Portfolio Solutions, Inc. | $580K | 14K | ▼−40% Reduced · −9K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $405K | 11K | ▲+55% Added · +4K sh | Q1 2026 | |
| 21 | Geneos Wealth Management Inc. | $411K | 10K | ▲+1.2% Added · +117 sh | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $322K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $321K | 9K | ▲+419% Added · +7K sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | $364K | 9K | ▼−11% Reduced · −1K sh | Q2 2026 | |
| 25 | Optivise Advisory Services LLC | $354K | 8K | ▼−5.0% Reduced · −436 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, 7 funds opened a new position in FDLS and 9 added to an existing one, while 4 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 | 21 funds | $2.1B |
| NVIDIA CORPNVDA | 21 funds | $1.5B |
| MICROSOFT CORPMSFT | 21 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $838.4M |
| AMAZON.COM INCAMZN | 20 funds | $803.1M |
| ALPHABET INC-CL AGOOGL | 20 funds | $764.9M |
| INSPIRE 500 ETFPTL | 20 funds | $263.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $1.1B |
| TESLA INCTSLA | 19 funds | $308.6M |
| ISHARES S&P 500 GROWTH ETFIVW | 19 funds | $283.5M |
| COSTCO WHOLESALE CORPCOST | 19 funds | $250.1M |
| INSPIRE INTERNATIONAL ETFWWJD | 19 funds | $186.9M |
Ranked by how many of FDLS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BIBLmc | 136 funds | $261.1M |
| SECTmc | 110 funds | $2.2B |
| WWJDmc | 107 funds | $354.8M |
| IBDmc | 102 funds | $357.0M |
| ISMDmc | 97 funds | $187.0M |
| BLESmc | 73 funds | $73.8M |
| BUYWmc | 67 funds | $866.5M |
| TMATmc | 51 funds | $114.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FDLS
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/FDLS/capital-change-brief"
Use Arkolith's capital_change_brief for FDLS. 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 FDLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.