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/FDVV/capital-change-brief"
Use Arkolith's capital_change_brief for FDVV. 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 | $375.6M | 6.8M | ▲+10% Added · +639K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $164.1M | 3.0M | ▼−2.1% Reduced · −64K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $145.2M | 2.6M | ▲+4.3% Added · +109K sh | Q1 2026 | |
| 4 | Retirement Planning Group, LLC | $139.9M | 2.5M | ▲+9.4% Added · +218K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $134.4M | 2.4M | ▲+18% Added · +363K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $130.8M | 2.4M | ▲+4.6% Added · +104K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $116.3M | 2.1M | ▲+1.4% Added · +28K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $109.5M | 2.0M | ▲+74% Added · +866K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $111.4M | 2.0M | ▲+16% Added · +273K sh | Q1 2026 | |
| 10 | Dynasty Wealth Management, LLC | $95.3M | 1.7M | ▲+121% Added · +943K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $94.0M | 1.7M | ▲+4.2% Added · +68K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $79.0M | 1.4M | ▼−1.5% Reduced · −21K sh | Q1 2026 | |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $71.1M | 1.3M | ▲+96% Added · +631K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $59.5M | 1.1M | ▲+17% Added · +154K sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.2M | 927K | ▼−15% Reduced · −161K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $48.7M | 881K | ▲+155% Added · +536K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $45.6M | 825K | ▲+175% Added · +524K sh | Q1 2026 | |
| 18 | Kestra Investment Management, LLC | $44.3M | 801K | ▲+318% Added · +610K sh | Q1 2026 | |
| 19 | Arkadios Wealth Advisors | $42.0M | 760K | ▲+29% Added · +170K sh | Q1 2026 | |
| 20 | McIlrath & Eck, LLC | $40.7M | 737K | ▲+8.3% Added · +56K sh | Q1 2026 | |
| 21 | Allworth Financial LP | $35.1M | 636K | ▲+7.9% Added · +47K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $34.6M | 626K | ▲+2.3% Added · +14K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $32.9M | 595K | ▲+246% Added · +423K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $32.0M | 580K | ▲+20% Added · +97K sh | Q1 2026 | |
| 25 | Mariner, LLC | $25.1M | 454K | ▲+9.0% Added · +37K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 125 funds | $25.1B |
| ISHARES CORE S&P 500 ETFIVV | 125 funds | $22.7B |
| MICROSOFT CORPMSFT | 125 funds | $21.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 125 funds | $15.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 125 funds | $11.5B |
| JPMORGAN CHASE & COJPM | 125 funds | $9.7B |
| ALPHABET INC-CL CGOOG | 125 funds | $9.4B |
| META PLATFORMS INC-CLASS AMETA | 125 funds | $8.3B |
| EXXON MOBIL CORPXOM | 125 funds | $5.8B |
| WALMART INCWMT | 125 funds | $5.6B |
| JOHNSON & JOHNSONJNJ | 125 funds | $5.6B |
| TESLA INCTSLA | 125 funds | $4.4B |
Ranked by how many of FDVV'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 FDVV. 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.