353 tracked 13F filers disclose a position in FHLC as of the latest SEC 13F filings, a combined $1.3B 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 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $199.3M | 2.8M | ▲+3.4% Added · +93K sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | $161.5M | 2.1M | ▼−3.2% Reduced · −69K sh | Q2 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 | WEATHERLY ASSET MANAGEMENT L. P. | $24.2M | 313K | ▲+2.2% Added · +7K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | $20.8M | 269K | ▼−6.4% Reduced · −19K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $18.8M | 267K | ▲+3.8% Added · +10K sh | Q1 2026 | |
| 12 | HighMark Wealth Management LLC | $19.7M | 254K | ▲32k× Added · +254K sh | Q2 2026 | |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $16.5M | 234K | ▲+1.3% Added · +3K sh | Q1 2026 | |
| 14 | ALTFEST L J & CO INC | $18.0M | 233K | ▲+8.8% Added · +19K sh | Q2 2026 | |
| 15 | TTP Investments, Inc. | $17.8M | 231K | ▲New +231K sh | Q2 2026 | |
| 16 | Apollon Wealth Management, LLC | $15.2M | 216K | ▲+12% Added · +23K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $15.1M | 215K | ▲+4.3% Added · +9K sh | Q1 2026 | |
| 18 | Heirloom Wealth Management | $16.4M | 213K | ▲New +213K sh | Q2 2026 | |
| 19 | Marotta Asset Management | $15.9M | 204K | ▲+22% Added · +37K sh | Q2 2026 | |
| 20 | Buttonwood Financial Advisors Inc. | $15.5M | 201K | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $13.6M | 193K | ▼−25% Reduced · −65K sh | Q1 2026 | |
| 22 | Aprio Wealth Management, LLC | $14.4M | 187K | ▲+0.3% Added · +523 sh | Q2 2026 | |
| 23 | ASSETMARK, INC | $13.8M | 179K | ▲+64% Added · +70K sh | Q2 2026 | |
| 24 | Fischer Financial Services, Inc. | $13.5M | 174K | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $11.0M | 157K | ▼−1.6% Reduced · −2K 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, 3 funds opened a new position in FHLC and 21 added to an existing one, while 20 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 | 200 funds | $76.7B |
| MICROSOFT CORPMSFT | 198 funds | $61.9B |
| AMAZON.COM INCAMZN | 197 funds | $47.2B |
| NVIDIA CORPNVDA | 195 funds | $89.9B |
| JPMORGAN CHASE & COJPM | 192 funds | $20.4B |
| META PLATFORMS INC-CLASS AMETA | 191 funds | $23.3B |
| ALPHABET INC-CL AGOOGL | 190 funds | $45.4B |
| ALPHABET INC-CL CGOOG | 190 funds | $22.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 187 funds | $6.5B |
| BROADCOM INCAVGO | 184 funds | $34.3B |
| WALMART INCWMT | 183 funds | $15.3B |
| TESLA INCTSLA | 182 funds | $13.9B |
Ranked by how many of FHLC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for FHLC
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.
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.