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/FESM/capital-change-brief"
Use Arkolith's capital_change_brief for FESM. 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 | $1.0B | 27.0M | ▼−0.6% Reduced · −159K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $229.2M | 6.0M | ▲+47% Added · +1.9M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $194.7M | 5.1M | ▲+20% Added · +838K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $142.5M | 3.7M | ▲+16% Added · +519K sh | Q1 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $118.3M | 3.1M | ▲+747% Added · +2.7M sh | Q1 2026 | |
| 6 | FIFTH THIRD BANCORP | $105.8M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $88.6M | 2.3M | ▲+67% Added · +931K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $85.3M | 2.2M | ▲+0.8% Added · +19K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $81.0M | 2.1M | ▲+33% Added · +526K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $74.6M | 2.0M | ▲+47% Added · +626K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $67.5M | 1.8M | ▼−0.7% Reduced · −12K sh | Q1 2026 | |
| 12 | Dynasty Wealth Management, LLC | $68.8M | 1.8M | ▲+1.7% Added · +30K sh | Q1 2026 | |
| 13 | Quotient Wealth Partners, LLC | $66.5M | 1.8M | ▼−0.9% Reduced · −16K sh | Q1 2026 | |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $53.4M | 1.4M | —Held | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $50.9M | 1.3M | ▲+70% Added · +552K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $50.2M | 1.3M | ▲+69% Added · +542K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $46.4M | 1.2M | ▲+31% Added · +287K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $40.3M | 1.1M | ▲+37% Added · +285K sh | Q1 2026 | |
| 19 | Calamos Advisors LLC | $40.0M | 1.1M | ▲26× Added · +1.0M sh | Q1 2026 | |
| 20 | Calamos Wealth Management LLC | $38.4M | 1.0M | ▲+8.1% Added · +76K sh | Q1 2026 | |
| 21 | TruWealth Advisors, LLC | $35.1M | 923K | ▲+2.1% Added · +19K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $33.1M | 872K | ▲+285% Added · +645K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $32.7M | 860K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 24 | Focus Financial Network, Inc. | $27.7M | 728K | ▲12× Added · +667K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $27.1M | 712K | ▲+58% Added · +260K 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 | 57 funds | $16.1B |
| ISHARES CORE S&P 500 ETFIVV | 57 funds | $14.5B |
| NVIDIA CORPNVDA | 57 funds | $13.8B |
| MICROSOFT CORPMSFT | 57 funds | $12.4B |
| AMAZON.COM INCAMZN | 57 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 57 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 57 funds | $8.2B |
| BROADCOM INCAVGO | 57 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 57 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 57 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $5.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 57 funds | $4.8B |
Ranked by how many of FESM'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 FESM. 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.