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/FDMO/capital-change-brief"
Use Arkolith's capital_change_brief for FDMO. 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 | $244.8M | 3.1M | ▲+45% Added · +947K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $113.3M | 1.4M | ▲+7.4% Added · +97K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $16.8M | 210K | ▲+258% Added · +151K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $16.5M | 206K | ▲+5.4% Added · +11K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $13.7M | 171K | ▲+20% Added · +29K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $11.6M | 145K | ▲+36% Added · +38K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $6.9M | 89K | ▲+228% Added · +62K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 87K | ▲+4.6% Added · +4K sh | Q1 2026 | |
| 9 | First Heartland Consultants, Inc. | $8.3M | 84K | ▼−9.8% Reduced · −9K sh | Q2 2026 | |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $5.7M | 71K | ▲+1.3% Added · +895 sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $5.0M | 63K | ▲17× Added · +59K sh | Q1 2026 | |
| 12 | Cerity Partners LLC | $4.6M | 57K | ▲+0.3% Added · +193 sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $3.5M | 44K | ▲+185% Added · +28K sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $3.5M | 43K | ▲+77% Added · +19K sh | Q1 2026 | |
| 15 | Nova Wealth Management, Inc. | $3.8M | 39K | ▲+174% Added · +25K sh | Q2 2026 | |
| 16 | Atria Investments, Inc | $3.0M | 37K | ▲+706% Added · +33K sh | Q1 2026 | |
| 17 | Strategic Blueprint, LLC | $2.7M | 34K | ▲+2.7% Added · +889 sh | Q1 2026 | |
| 18 | PRINCIPAL SECURITIES, INC. | $2.5M | 32K | ▲New +32K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 30K | ▲+69% Added · +12K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $2.2M | 27K | ▼−30% Reduced · −12K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $2.0M | 25K | ▼−8.7% Reduced · −2K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $2.0M | 25K | ▲+10% Added · +2K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $1.8M | 23K | ▼−17% Reduced · −5K sh | Q1 2026 | |
| 24 | Envestnet Portfolio Solutions, Inc. | $1.8M | 23K | ▲+8.1% Added · +2K sh | Q1 2026 | |
| 25 | Rehmann Capital Advisory Group | $1.4M | 17K | ▲~0% Added · +1 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 | 37 funds | $12.8B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $11.9B |
| MICROSOFT CORPMSFT | 37 funds | $10.3B |
| AMAZON.COM INCAMZN | 37 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 37 funds | $7.2B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $6.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 37 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 37 funds | $4.2B |
| ISHARES CORE U.S. AGGREGATEAGG | 37 funds | $3.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $3.5B |
Ranked by how many of FDMO'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 FDMO. 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.