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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ameritas Advisory Services, LLC | $42.2M | 717K | ▼−3.3% Reduced · −25K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $18.3M | 310K | ▼−11% Reduced · −37K sh | Q1 2026 | |
| 3 | EP Wealth Advisors, LLC | $17.7M | 302K | ▼−2.9% Reduced · −9K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $14.5M | 246K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $10.0M | 169K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 152K | ▼−11% Reduced · −19K sh | Q1 2026 | |
| 7 | CWM, LLC | $7.0M | 119K | ▲+29% Added · +27K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 104K | ▲+38% Added · +29K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $5.2M | 88K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $4.8M | 82K | ▼−31% Reduced · −37K sh | Q1 2026 | |
| 11 | FMR LLC | $4.6M | 78K | ▲+13% Added · +9K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $4.5M | 77K | ▲+24% Added · +15K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $4.3M | 73K | ▼−8.0% Reduced · −6K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $3.9M | 67K | ▲+32% Added · +16K sh | Q1 2026 | |
| 15 | UBS Group AG | $3.7M | 64K | ▼−4.1% Reduced · −3K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $2.8M | 48K | ▲+90% Added · +23K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $2.6M | 44K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.9M | 32K | ▲+4.4% Added · +1K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $1.9M | 32K | ▲+103% Added · +16K sh | Q1 2026 | |
| 20 | Lido Advisors, LLC | $1.8M | 30K | ▼−4.5% Reduced · −1K sh | Q1 2026 | |
| 21 | &PARTNERS | $1.4M | 25K | ▲+92% Added · +12K sh | Q1 2026 | |
| 22 | PFG Advisors | $1.6M | 24K | ▲+1.2% Added · +298 sh | Q2 2026 | |
| 23 | FLAGSHIP WEALTH ADVISORS, LLC | $1.2M | 23K | ▲+41% Added · +7K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $1.3M | 22K | ▲+6.8% Added · +1K sh | Q1 2026 | |
| 25 | Midwest Financial Network, LLC | $1.3M | 20K | ▲+61% Added · +8K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $13.1B |
| NVIDIA CORPNVDA | 40 funds | $12.8B |
| APPLE INCAAPL | 40 funds | $12.3B |
| MICROSOFT CORPMSFT | 40 funds | $8.8B |
| AMAZON.COM INCAMZN | 40 funds | $7.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 40 funds | $6.0B |
| BROADCOM INCAVGO | 40 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 40 funds | $4.2B |
| VANGUARD VALUE ETFVTV | 40 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 40 funds | $4.0B |
Ranked by how many of FDRR'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 FDRR. 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.