84 tracked 13F filers disclose a position in FDM as of the latest SEC 13F filings, a combined $145.5M 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 | LPL Financial LLC | $17.6M | 214K | ▲+27% Added · +45K sh | Q1 2026 | |
| 2 | Chicago Partners Investment Group LLC | $17.4M | 193K | ▲+0.3% Added · +614 sh | Q2 2026 | |
| 3 | ARKANSAS FINANCIAL GROUP, INC. | $15.1M | 163K | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 4 | Baird Financial Group, Inc. | $11.4M | 139K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 5 | Private Advisory Group LLC | $12.8M | 138K | ▼−27% Reduced · −52K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $7.8M | 95K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $6.7M | 82K | ▲+5.7% Added · +4K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $4.6M | 56K | ▲+0.5% Added · +259 sh | Q1 2026 | |
| 9 | HB Wealth Management, LLC | $4.2M | 45K | —Held | Q2 2026 | |
| 10 | &PARTNERS | $4.0M | 44K | ▲+2.2% Added · +929 sh | Q2 2026 | |
| 11 | Urban Financial Advisory Corp | $3.5M | 37K | ▲+152% Added · +23K sh | Q2 2026 | |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.3M | 35K | ▼−1.2% Reduced · −432 sh | Q2 2026 | |
| 13 | Integrated Wealth Concepts LLC | $2.5M | 26K | ▲New +26K sh | Q2 2026 | |
| 14 | Kendall Capital Management | $2.3M | 24K | —Held | Q2 2026 | |
| 15 | Envision Financial LLC | $2.0M | 21K | ▲+69% Added · +9K sh | Q2 2026 | |
| 16 | WESCAP Management Group, Inc. | $1.8M | 20K | ▼−0.3% Reduced · −60 sh | Q2 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 19K | ▲+26% Added · +4K sh | Q1 2026 | |
| 18 | Bristlecone Value Partners, LLC | $1.4M | 15K | ▼−5.8% Reduced · −893 sh | Q2 2026 | |
| 19 | Noble Family Wealth, LLC | $1.3M | 14K | —Held | Q2 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $1.1M | 13K | ▼−24% Reduced · −4K sh | Q1 2026 | |
| 21 | Texas Yale Capital Corp. | $1.1M | 13K | ▲+0.6% Added · +75 sh | Q1 2026 | |
| 22 | NORTHBRIDGE FINANCIAL GROUP, LLC | $1.2M | 13K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | $1.1M | 12K | ▲+9.0% Added · +1K sh | Q2 2026 | |
| 24 | UBS Group AG | $979K | 12K | ▼−1.5% Reduced · −184 sh | Q1 2026 | |
| 25 | Allworth Financial LP | $937K | 11K | ▼−3.1% Reduced · −366 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.
Last quarter, 4 funds opened a new position in FDM and 11 added to an existing one, while 11 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 | 41 funds | $39.4B |
| VANGUARD MID-CAP ETFVO | 40 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $3.4B |
| VANGUARD S&P 500 ETFVOO | 39 funds | $3.0B |
| ISHARES CORE S&P SMALL-CAP EIJR | 38 funds | $689.8M |
| NVIDIA CORPNVDA | 37 funds | $53.1B |
| MICROSOFT CORPMSFT | 37 funds | $35.2B |
| AMAZON.COM INCAMZN | 37 funds | $24.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $7.9B |
| JOHNSON & JOHNSONJNJ | 37 funds | $7.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 37 funds | $1.0B |
Ranked by how many of FDM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for FDM
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/FDM/capital-change-brief"
Use Arkolith's capital_change_brief for FDM. 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 FDM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.