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/FFSM/capital-change-brief"
Use Arkolith's capital_change_brief for FFSM. 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 | $818.7M | 25.6M | ▲+8.9% Added · +2.1M sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $38.7M | 1.2M | ▲+4.8% Added · +56K sh | Q1 2026 | |
| 3 | RFG Advisory, LLC | $29.0M | 759K | ▼−9.9% Reduced · −84K sh | Q2 2026 | |
| 4 | MAI Capital Management | $9.6M | 300K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 5 | MENORA MIVTACHIM HOLDINGS LTD. | $7.0M | 219K | ▼−8.1% Reduced · −19K sh | Q1 2026 | |
| 6 | SAX WEALTH ADVISORS, LLC | $5.8M | 183K | ▼−5.1% Reduced · −10K sh | Q2 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 132K | ▲+34% Added · +33K sh | Q2 2026 | |
| 8 | Buska Wealth Management, LLC | $4.9M | 127K | ▲+181% Added · +82K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 127K | ▲+142% Added · +74K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $3.2M | 104K | ▲+14% Added · +12K sh | Q1 2026 | |
| 11 | Retirement Planning Group, LLC | $3.3M | 104K | ▲+100% Added · +52K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $2.0M | 62K | ▲+316% Added · +47K sh | Q1 2026 | |
| 13 | PRINCIPAL SECURITIES, INC. | $1.8M | 58K | ▲+23% Added · +11K sh | Q1 2026 | |
| 14 | Sigma Planning Corp | $1.2M | 38K | ▲+46% Added · +12K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $977K | 31K | ▲+81% Added · +14K sh | Q1 2026 | |
| 16 | PFG Advisors | $1.1M | 28K | ▲New +28K sh | Q2 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $756K | 24K | ▼−0.2% Reduced · −45 sh | Q1 2026 | |
| 18 | Envestnet Portfolio Solutions, Inc. | $665K | 21K | ▲+71% Added · +9K sh | Q1 2026 | |
| 19 | BAM Wealth Management, LLC | $688K | 18K | ▲+0.9% Added · +171 sh | Q2 2026 | |
| 20 | NATIONAL BANK OF CANADA /FI/ | $574K | 18K | ▲+141% Added · +10K sh | Q1 2026 | |
| 21 | Creative Planning | $490K | 15K | ▲+0.4% Added · +67 sh | Q1 2026 | |
| 22 | CreativeOne Wealth, LLC | $477K | 15K | ▲New +15K sh | Q1 2026 | |
| 23 | BENJAMIN EDWARDS INC | $442K | 14K | ▲+7.0% Added · +909 sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $353K | 11K | ▼−9.2% Reduced · −1K sh | Q1 2026 | |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $342K | 11K | ▲+1.6% Added · +174 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 | 21 funds | $7.6B |
| NVIDIA CORPNVDA | 21 funds | $6.5B |
| MICROSOFT CORPMSFT | 21 funds | $5.6B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.3B |
| AMAZON.COM INCAMZN | 21 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.8B |
| BROADCOM INCAVGO | 21 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $2.1B |
| WALMART INCWMT | 21 funds | $1.7B |
Ranked by how many of FFSM'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 FFSM. 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.