| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $22.6M | 1.1M | ▼−3.7% Reduced · −42K sh | Q1 2026 | |
| 2 | Arkadios Wealth Advisors | $15.3M | 730K | ▲New +730K sh | Q1 2026 | |
| 3 | Hobart Private Capital, LLC | $6.5M | 302K | ▲+2.6% Added · +8K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 274K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.3M | 255K | ▲+24% Added · +49K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $5.2M | 248K | ▲+25% Added · +50K sh | Q1 2026 | |
| 7 | D.A. DAVIDSON & CO. | $5.2M | 246K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $3.8M | 182K | ▲+763% Added · +161K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $3.3M | 156K | ▲+171% Added · +98K sh | Q1 2026 | |
| 10 | Gateway Wealth Partners, LLC | $3.1M | 149K | ▲+132% Added · +85K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $2.4M | 112K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 83K | ▼−77% Reduced · −282K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.7M | 80K | ▼−13% Reduced · −12K sh | Q1 2026 | |
| 14 | Concurrent Investment Advisors, LLC | $1.4M | 66K | ▲+12% Added · +7K sh | Q1 2026 | |
| 15 | Envestnet Portfolio Solutions, Inc. | $1.4M | 65K | ▼−0.1% Reduced · −88 sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $1.3M | 63K | ▲+26% Added · +13K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 50K | ▼−67% Reduced · −99K sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $996K | 48K | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 19 | BENJAMIN EDWARDS INC | $987K | 47K | ▲+17% Added · +7K sh | Q1 2026 | |
| 20 | Formidable Asset Management, LLC | $905K | 43K | ▲+46% Added · +14K sh | Q2 2026 | |
| 21 | Sigma Planning Corp | $512K | 24K | ▼−24% Reduced · −8K sh | Q1 2026 | |
| 22 | PRINCIPAL SECURITIES, INC. | $479K | 23K | ▲+6.2% Added · +1K sh | Q1 2026 | |
| 23 | AMERIFLEX GROUP, INC. | $399K | 19K | —Held | Q1 2026 | |
| 24 | Atria Investments, Inc | $337K | 16K | ▲+3.5% Added · +539 sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $292K | 14K | ▼−40% Reduced · −9K 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 |
|---|---|---|
| APPLE INCAAPL | 25 funds | $8.8B |
| NVIDIA CORPNVDA | 25 funds | $8.2B |
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $7.2B |
| MICROSOFT CORPMSFT | 25 funds | $6.7B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $5.8B |
| AMAZON.COM INCAMZN | 25 funds | $5.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 25 funds | $4.8B |
| BROADCOM INCAVGO | 25 funds | $3.5B |
| VANGUARD MEGA CAP GROWTH ETFMGK | 25 funds | $3.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $3.2B |
| VANGUARD GROWTH ETFVUG | 25 funds | $3.2B |
Ranked by how many of FID'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/FID/capital-change-brief"
Use Arkolith's capital_change_brief for FID. 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 FID. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.