Among active 13F managers last quarter, 5 opened and 26 added, while 12 reduced; the largest holder to move was Ameritas Advisory Services, LLC (+52%).
108 tracked 13F filers disclose a position in FDRR as of the latest SEC 13F filings, a combined $238.1M 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 | Ameritas Advisory Services, LLC | 1.1M | $70.9M | ▲+52% Added · +375K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 310K | $18.3M | ▼−11% Reduced · −37K sh | Q1 2026 | |
| 3 | EP Wealth Advisors, LLC | 279K | $18.1M | ▼−7.6% Reduced · −23K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 246K | $14.5M | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 152K | $8.9M | ▼−11% Reduced · −19K sh | Q1 2026 | |
| 6 | Charter Capital Management, LLC | 134K | $8.7M | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 7 | CWM, LLC | 119K | $7.0M | ▲+29% Added · +27K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 104K | $6.1M | ▲+38% Added · +29K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | 89K | $5.8M | ▲+0.6% Added · +533 sh | Q2 2026 | |
| 10 | FMR LLC | 87K | $5.7M | ▲+11% Added · +9K sh | Q2 2026 | |
| 11 | Geneva Partners, LLC | 83K | $5.4M | ▼−1.2% Reduced · −996 sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 82K | $4.8M | ▼−31% Reduced · −37K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 77K | $4.5M | ▲+24% Added · +15K sh | Q1 2026 | |
| 14 | Morgan Stanley | 73K | $4.3M | ▼−8.0% Reduced · −6K sh | Q1 2026 | |
| 15 | UBS Group AG | 64K | $3.7M | ▼−4.1% Reduced · −3K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | 54K | $3.5M | ▼−20% Reduced · −13K sh | Q2 2026 | |
| 17 | Sugar Maple Asset Management, LLC | 52K | $3.4M | ▼−3.4% Reduced · −2K sh | Q2 2026 | |
| 18 | JPMorgan Chase & Co | 48K | $2.8M | ▲+90% Added · +23K sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 44K | $2.6M | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 42K | $2.8M | ▲+32% Added · +10K sh | Q2 2026 | |
| 21 | Creative Financial Designs Inc | 39K | $2.5M | ▲+19% Added · +6K sh | Q2 2026 | |
| 22 | Lido Advisors, LLC | 29K | $1.9M | ▼−3.5% Reduced · −1K sh | Q2 2026 | |
| 23 | MML Investors Services, LLC | 25K | $1.6M | ▲+14% Added · +3K sh | Q2 2026 | |
| 24 | &Partners | 25K | $1.6M | ▲+2.7% Added · +658 sh | Q2 2026 | |
| 25 | PFG Advisors | 24K | $1.6M | ▲+1.2% Added · +298 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, 5 funds opened a new position in FDRR and 26 added to an existing one, while 12 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 |
|---|---|---|
| Apple IncAAPL | 56 funds | $9.2B |
| Nvidia CorpNVDA | 56 funds | $7.1B |
| Microsoft CorpMSFT | 56 funds | $4.9B |
| Alphabet Inc-CL AGOOGL | 55 funds | $3.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 55 funds | $2.9B |
| Vanguard S&P 500 ETFVOO | 55 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 54 funds | $3.1B |
| Invesco QQQ Trust Series 1QQQ | 54 funds | $2.4B |
| Costco Wholesale CorpCOST | 54 funds | $1.3B |
| Ishares Core S&P 500 ETFIVV | 53 funds | $16.5B |
| Amazon.com IncAMZN | 53 funds | $5.6B |
| Eli Lilly & CoLLY | 53 funds | $2.9B |
Ranked by how many of FDRR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FDRR.
| Class | 13F holders | Value held |
|---|---|---|
| FTECmc | 611 funds | $4.0B |
| FDVVmc | 478 funds | $3.6B |
| FHLCmc | 351 funds | $1.3B |
| FBCGmc | 292 funds | $4.9B |
| FELCmc | 246 funds | $4.1B |
| FNCLmc | 240 funds | $837.3M |
| FUTYmc | 231 funds | $1.2B |
| FENYmc | 229 funds | $678.8M |
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 FDRR
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/FDRR/capital-change-brief"
Use Arkolith's capital_change_brief for FDRR. 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 FDRR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.