Among active 13F managers last quarter, 1 opened and 4 added, while 1 reduced; the largest holder to move was Advisory Services Network, LLC (new position).
26 tracked 13F filers disclose a position in FGM as of the latest SEC 13F filings, a combined $81.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | First Trust Advisors LP | 925K | $55.5M | ▲+53% Added · +319K sh | Q1 2026 | |
| 2 | &Partners | 123K | $7.8M | ▲+3.3% Added · +4K sh | Q2 2026 | |
| 3 | Advisory Services Network, LLC | 59K | $3.5M | ▲New +59K sh | Q1 2026 | |
| 4 | Meitav Investment House Ltd | 52K | $3.3M | —Held | Q2 2026 | |
| 5 | GTS Securities LLC | 48K | $2.9M | ▲+122% Added · +26K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 30K | $1.8M | ▼−28% Reduced · −12K sh | Q1 2026 | |
| 7 | Cottonwood Capital Advisors, LLC | 20K | $1.3M | ▲+2.2% Added · +443 sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 15K | $912K | ▲+22% Added · +3K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 11K | $727K | ▼−79% Reduced · −44K sh | Q2 2026 | |
| 10 | Transamerica Financial Advisors, LLC | 11K | $678K | ▼−6.6% Reduced · −752 sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 10K | $628K | ▼−75% Reduced · −31K sh | Q1 2026 | |
| 12 | Genesee Capital Advisors, LLC | 9K | $580K | —Held | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 6K | $346K | ▲+0.1% Added · +8 sh | Q1 2026 | |
| 14 | Morgan Stanley | 6K | $331K | ▼−3.8% Reduced · −215 sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | 5K | $280K | ▲New +5K sh | Q1 2026 | |
| 16 | Bright Futures Wealth Management, LLC. | 4K | $248K | ▲Added Added · +4K sh | Q2 2026 | |
| 17 | Unique Wealth Strategies, LLC | 4K | $227K | ▲+1.6% Added · +56 sh | Q2 2026 | |
| 18 | Waverly Advisors, LLC | 3K | $219K | —Held | Q2 2026 | |
| 19 | Golden State Wealth Management, LLC | 1K | $67K | —Held | Q2 2026 | |
| 20 | IFP Advisors, Inc | 608 | $39K | ▲+1.0% Added · +6 sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | 319 | $20K | —Held | Q1 2026 | |
| 22 | JPMorgan Chase & Co | 211 | $12K | ▼−56% Reduced · −274 sh | Q1 2026 | |
| 23 | Creative Financial Designs Inc | 203 | $13K | ▲+1.5% Added · +3 sh | Q2 2026 | |
| 24 | FMR LLC | 123 | $8K | ▼−0.8% Reduced · −1 sh | Q2 2026 | |
| 25 | UBS Group AG | 113 | $7K | ▲New +113 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.
Last quarter, 1 fund opened a new position in FGM and 4 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 10 funds | $3.6B |
| Amazon.com IncAMZN | 10 funds | $3.5B |
| Apple IncAAPL | 10 funds | $3.3B |
| Microsoft CorpMSFT | 10 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 10 funds | $1.6B |
| Broadcom IncAVGO | 10 funds | $1.6B |
| JPMorgan Chase & CoJPM | 10 funds | $1.1B |
| Intl Business Machines CorpIBM | 10 funds | $331.5M |
| Bank Of America CorpBAC | 10 funds | $275.8M |
| Morgan StanleyMS | 10 funds | $250.7M |
| Ishares Expanded Tech-SoftwaIGV | 10 funds | $200.5M |
| Ishares U.S. Aerospace & DefITA | 10 funds | $103.4M |
Ranked by how many of FGM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FGM.
| Class | 13F holders | Value held |
|---|---|---|
| FDTmc | 190 funds | $777.4M |
| FEMmc | 145 funds | $528.5M |
| FEPmc | 131 funds | $341.5M |
| FJPmc | 92 funds | $187.9M |
| FEMSmc | 65 funds | $141.8M |
| NFTYMF Closed and MF Open | 49 funds | $73.9M |
| FEUZmc | 38 funds | $114.6M |
| FGMthis pagemc | 26 funds | $81.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FGM
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.