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/FHLC/capital-change-brief"
Use Arkolith's capital_change_brief for FHLC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $199.3M | 2.8M | ▲+3.4% Added · +93K sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | $152.0M | 2.2M | ▲+6.3% Added · +127K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $97.0M | 1.4M | ▲+694% Added · +1.2M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $66.0M | 938K | ▲+39% Added · +263K sh | Q1 2026 | |
| 5 | AGF MANAGEMENT LTD | $66.0M | 938K | ▲+1.0% Added · +10K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $37.1M | 527K | ▲+7.0% Added · +35K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $28.7M | 408K | ▼−4.7% Reduced · −20K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $23.5M | 334K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $20.3M | 288K | ▲+9.1% Added · +24K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $18.8M | 267K | ▲+3.8% Added · +10K sh | Q1 2026 | |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $16.5M | 234K | ▲+1.3% Added · +3K sh | Q1 2026 | |
| 12 | TTP Investments, Inc. | $17.8M | 231K | ▲New +231K sh | Q2 2026 | |
| 13 | Apollon Wealth Management, LLC | $15.2M | 216K | ▲+12% Added · +23K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $15.1M | 215K | ▲+4.3% Added · +9K sh | Q1 2026 | |
| 15 | Marotta Asset Management | $15.9M | 204K | ▲+22% Added · +37K sh | Q2 2026 | |
| 16 | Buttonwood Financial Advisors Inc. | $15.5M | 201K | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $13.6M | 193K | ▼−25% Reduced · −65K sh | Q1 2026 | |
| 18 | Aprio Wealth Management, LLC | $13.1M | 186K | ▲+35% Added · +48K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $11.0M | 157K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.9M | 141K | ▼−7.7% Reduced · −12K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $8.3M | 118K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 22 | RWA WEALTH PARTNERS, LLC | $8.0M | 114K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 23 | Modern Wealth Management, LLC | $8.0M | 112K | ▼−0.2% Reduced · −228 sh | Q1 2026 | |
| 24 | ASSETMARK, INC | $7.7M | 109K | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 25 | FMR LLC | $7.6M | 108K | ▲+15% Added · +14K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 101 funds | $22.4B |
| MICROSOFT CORPMSFT | 101 funds | $19.9B |
| AMAZON.COM INCAMZN | 101 funds | $15.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 101 funds | $15.2B |
| ALPHABET INC-CL CGOOG | 101 funds | $9.2B |
| BROADCOM INCAVGO | 101 funds | $9.1B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $7.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 101 funds | $6.3B |
| ELI LILLY & COLLY | 101 funds | $5.3B |
| VISA INC-CLASS A SHARESV | 101 funds | $5.1B |
| COSTCO WHOLESALE CORPCOST | 101 funds | $5.0B |
| EXXON MOBIL CORPXOM | 101 funds | $4.8B |
Ranked by how many of FHLC'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 FHLC. 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.