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/FDV/capital-change-brief"
Use Arkolith's capital_change_brief for FDV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $92.6M | 3.0M | ▲+15% Added · +385K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $75.2M | 2.4M | ▼−12% Reduced · −323K sh | Q1 2026 | |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $56.2M | 1.8M | ▲+4.8% Added · +83K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 808K | ▲+25% Added · +161K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $15.6M | 505K | ▲+8.1% Added · +38K sh | Q1 2026 | |
| 6 | Lantz Financial LLC | $15.3M | 489K | ▲+9.2% Added · +41K sh | Q2 2026 | |
| 7 | Rockefeller Capital Management L.P. | $13.7M | 444K | ▲+37% Added · +120K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $10.8M | 350K | ▼−22% Reduced · −97K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $10.7M | 349K | ▲+5.1% Added · +17K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $9.6M | 312K | ▼−9.2% Reduced · −32K sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $8.9M | 290K | ▲+252% Added · +208K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $8.8M | 287K | ▲+5.7% Added · +15K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $8.4M | 274K | ▼−3.4% Reduced · −10K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $6.7M | 216K | ▲+4.2% Added · +9K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $5.5M | 179K | ▼−14% Reduced · −29K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $4.4M | 142K | ▲New +142K sh | Q1 2026 | |
| 17 | Equitable Holdings, Inc. | $4.1M | 142K | ▲+6.8% Added · +9K sh | Q1 2026 | |
| 18 | DAVENPORT & Co LLC | $2.7M | 87K | ▲+509% Added · +72K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 85K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 20 | Wealthcare Advisory Partners LLC | $2.3M | 75K | ▲+3.7% Added · +3K sh | Q2 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $2.3M | 74K | ▲+45% Added · +23K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $1.8M | 58K | ▼−91% Reduced · −613K sh | Q1 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 52K | ▼−11% Reduced · −6K sh | Q2 2026 | |
| 24 | FEDERATED HERMES, INC. | $1.6M | 51K | ▼−94% Reduced · −863K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $1.4M | 47K | ▼−9.7% Reduced · −5K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $9.7B |
| NVIDIA CORPNVDA | 21 funds | $9.4B |
| MICROSOFT CORPMSFT | 21 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 21 funds | $5.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 21 funds | $3.7B |
| BROADCOM INCAVGO | 21 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 21 funds | $3.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 21 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 21 funds | $2.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 21 funds | $2.1B |
Ranked by how many of FDV'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 FDV. 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.