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/FGD/capital-change-brief"
Use Arkolith's capital_change_brief for FGD. 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 | $162.4M | 5.1M | ▲+52% Added · +1.7M sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $109.3M | 3.4M | ▲+28% Added · +751K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $47.8M | 1.5M | ▲+35% Added · +386K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $36.6M | 1.1M | ▲+68% Added · +466K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $34.0M | 1.1M | ▼−26% Reduced · −370K sh | Q1 2026 | |
| 6 | UBS Group AG | $32.4M | 1.0M | ▲+27% Added · +215K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $30.5M | 954K | ▼−27% Reduced · −351K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $20.5M | 643K | ▼−27% Reduced · −242K sh | Q1 2026 | |
| 9 | PARK NATIONAL CORP /OH/ | $18.7M | 584K | ▲+6.9% Added · +37K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $15.9M | 499K | ▲+23% Added · +94K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $15.6M | 487K | ▲+12% Added · +51K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 413K | ▲+16% Added · +58K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $12.2M | 381K | ▲+27% Added · +82K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $9.1M | 285K | ▲+552% Added · +241K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $7.2M | 232K | ▲+46% Added · +73K sh | Q1 2026 | |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | $7.3M | 228K | ▲+10% Added · +22K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $6.5M | 203K | ▼−30% Reduced · −87K sh | Q1 2026 | |
| 18 | Gateway Wealth Partners, LLC | $6.3M | 198K | ▲+148% Added · +118K sh | Q1 2026 | |
| 19 | IMG Wealth Management, Inc. | $6.1M | 193K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $4.6M | 143K | ▲+44% Added · +44K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $4.0M | 124K | ▲+31% Added · +29K sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 117K | ▲+4.0% Added · +5K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $3.6M | 113K | ▲+0.4% Added · +427 sh | Q1 2026 | |
| 24 | Harvest Investment Services, LLC | $3.4M | 105K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 25 | Hobart Private Capital, LLC | $3.1M | 96K | ▲+6.3% Added · +6K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 64 funds | $18.8B |
| MICROSOFT CORPMSFT | 64 funds | $14.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $9.1B |
| BROADCOM INCAVGO | 64 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 64 funds | $6.9B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $6.5B |
| ALPHABET INC-CL CGOOG | 64 funds | $6.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 64 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 64 funds | $4.1B |
| EXXON MOBIL CORPXOM | 64 funds | $4.0B |
| WALMART INCWMT | 64 funds | $3.9B |
| ELI LILLY & COLLY | 64 funds | $3.7B |
Ranked by how many of FGD'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 FGD. 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.