25 tracked 13F filers disclose a position in FGM as of the latest SEC 13F filings, a combined $82.8M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | $55.5M | 925K | ▲+53% Added · +319K sh | Q1 2026 | |
| 2 | &PARTNERS | $7.1M | 119K | ▲+147% Added · +71K sh | Q1 2026 | |
| 3 | Advisory Services Network, LLC | $3.5M | 59K | ▲New +59K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $3.3M | 56K | ▲New +56K sh | Q1 2026 | |
| 5 | MEITAV INVESTMENT HOUSE LTD | $3.3M | 52K | —Held | Q2 2026 | |
| 6 | GTS SECURITIES LLC | $2.9M | 48K | ▲+122% Added · +26K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $1.8M | 30K | ▼−28% Reduced · −12K sh | Q1 2026 | |
| 8 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.3M | 20K | ▲+2.2% Added · +443 sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $912K | 15K | ▲+22% Added · +3K sh | Q1 2026 | |
| 10 | Transamerica Financial Advisors, LLC | $686K | 11K | ▲+159% Added · +7K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $628K | 10K | ▼−75% Reduced · −31K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $346K | 6K | ▲+0.1% Added · +8 sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $331K | 6K | ▼−3.8% Reduced · −215 sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $280K | 5K | ▲New +5K sh | Q1 2026 | |
| 15 | Bright Futures Wealth Management, LLC. | $248K | 4K | ▲Added Added · +4K sh | Q2 2026 | |
| 16 | Unique Wealth Strategies, LLC | $227K | 4K | ▲+1.6% Added · +56 sh | Q2 2026 | |
| 17 | Waverly Advisors, LLC | $207K | 3K | ▼−17% Reduced · −705 sh | Q1 2026 | |
| 18 | Golden State Wealth Management, LLC | $67K | 1K | —Held | Q2 2026 | |
| 19 | IFP Advisors, Inc | $39K | 608 | ▲+1.0% Added · +6 sh | Q2 2026 | |
| 20 | Farther Finance Advisors, LLC | $20K | 319 | —Held | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $12K | 211 | ▼−56% Reduced · −274 sh | Q1 2026 | |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | $13K | 203 | ▲+1.5% Added · +3 sh | Q2 2026 | |
| 23 | FMR LLC | $7K | 124 | ▲+0.8% Added · +1 sh | Q1 2026 | |
| 24 | UBS Group AG | $7K | 113 | ▲New +113 sh | Q1 2026 | |
| 25 | ASSETMARK, INC | $2K | 26 | —Held | 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.
Last quarter, 2 funds opened a new position in FGM and 4 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $73.9B |
| APPLE INCAAPL | 21 funds | $37.2B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $17.7B |
| AMAZON.COM INCAMZN | 21 funds | $17.6B |
| JPMORGAN CHASE & COJPM | 21 funds | $14.7B |
| EXXON MOBIL CORPXOM | 21 funds | $14.7B |
| ALPHABET INC-CL AGOOGL | 21 funds | $14.6B |
| ALPHABET INC-CL CGOOG | 21 funds | $14.0B |
| VISA INC-CLASS A SHARESV | 21 funds | $11.8B |
| BANK OF AMERICA CORPBAC | 21 funds | $10.8B |
| ALTRIA GROUP INCMO | 21 funds | $8.6B |
| CISCO SYSTEMS INCCSCO | 21 funds | $8.1B |
Ranked by how many of FGM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/FGM/capital-change-brief"
Use Arkolith's capital_change_brief for FGM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FGM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.