13 tracked 13F filers disclose a position in FGSM as of the latest SEC 13F filings, a combined $52.6M 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 | JPMORGAN CHASE & CO | $26.0M | 859K | ▼−7.8% Reduced · −73K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $13.0M | 416K | ▼−21% Reduced · −111K sh | Q1 2026 | |
| 3 | Frontier Asset Management, LLC | $10.8M | 311K | ▼−24% Reduced · −97K sh | Q2 2026 | |
| 4 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.1M | 32K | ▼−24% Reduced · −10K sh | Q2 2026 | |
| 5 | JANE STREET GROUP, LLC | $605K | 19K | ▼−20% Reduced · −5K sh | Q1 2026 | |
| 6 | Envestnet Portfolio Solutions, Inc. | $337K | 10K | ▼−10% Reduced · −1K sh | Q2 2026 | |
| 7 | Urban Wealth Management, LLC | $314K | 9K | ▼−17% Reduced · −2K sh | Q2 2026 | |
| 8 | CoreCap Advisors, LLC | $200K | 6K | ▼−7.9% Reduced · −549 sh | Q1 2026 | |
| 9 | Strategic Blueprint, LLC | $203K | 6K | ▼−14% Reduced · −977 sh | Q2 2026 | |
| 10 | AMERIFLEX GROUP, INC. | $16K | 500 | —Held | Q1 2026 | |
| 11 | Global Retirement Partners, LLC | $14K | 391 | ▼−46% Reduced · −339 sh | Q2 2026 | |
| 12 | ASSETMARK, INC | $9K | 255 | —Held | Q2 2026 | |
| 13 | UBS Group AG | $8K | 254 | ▲+189% Added · +166 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, 0 funds opened a new position in FGSM, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 6 funds | $362.9M |
| NVIDIA CORPNVDA | 6 funds | $270.7M |
| AMAZON.COM INCAMZN | 6 funds | $236.3M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $233.1M |
| ALPHABET INC-CL AGOOGL | 6 funds | $223.5M |
| MICROSOFT CORPMSFT | 6 funds | $214.6M |
| ISHARES MSCI EAFE VALUE ETFEFV | 6 funds | $205.1M |
| BROADCOM INCAVGO | 6 funds | $182.8M |
| VANGUARD VALUE ETFVTV | 6 funds | $179.8M |
| ISHARES CORE S&P SMALL-CAP EIJR | 6 funds | $150.5M |
| ISHARES S&P 500 GROWTH ETFIVW | 6 funds | $100.2M |
| AVANTIS INTL S/C VALUE ETFAVDV | 6 funds | $84.8M |
Ranked by how many of FGSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FINTFUND | 14 funds | $65.1M |
| FGSMthis pageFUND | 13 funds | $52.6M |
| FOPCFUND | 13 funds | $34.1M |
| FLCEFUND | 12 funds | $71.5M |
| FCBDFUND | 12 funds | $42.2M |
| FARXFUND | 8 funds | $11.4M |
| GARYMANGO GROWTH ETF | 2 funds | $3.6M |
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 FGSM
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/FGSM/capital-change-brief"
Use Arkolith's capital_change_brief for FGSM. 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 FGSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.