Among active 13F managers last quarter, 6 opened and 14 added, while 6 reduced; the largest holder to move was David Kennon Inc (−1.9%).
64 tracked 13F filers disclose a position in FIDI as of the latest SEC 13F filings, a combined $98.1M 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 | Commonwealth Equity Services, LLC | 703K | $19.4M | ▲+26% Added · +144K sh | Q1 2026 | |
| 2 | David Kennon Inc | 341K | $9.3M | ▼−1.9% Reduced · −7K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 230K | $6.3M | ▲New +230K sh | Q1 2026 | |
| 4 | Eaton Financial Holdings Company, LLC | 182K | $5.0M | ▲18× Added · +171K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 173K | $4.8M | ▲+14% Added · +22K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 117K | $3.2M | ▲+105% Added · +60K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 114K | $3.2M | ▲+120% Added · +62K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 112K | $3.1M | ▲+2.0% Added · +2K sh | Q2 2026 | |
| 9 | Beam Wealth Advisors, Inc. | 108K | $3.0M | ▲+10% Added · +10K sh | Q2 2026 | |
| 10 | Global Retirement Partners, LLC | 106K | $2.9M | ▲16× Added · +100K sh | Q2 2026 | |
| 11 | Scotia Capital Inc. | 99K | $2.7M | ▲+0.9% Added · +943 sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 89K | $2.5M | ▲+161% Added · +55K sh | Q1 2026 | |
| 13 | Susquehanna International Group, LLP | 84K | $2.3M | ▲New +84K sh | Q1 2026 | |
| 14 | Flputnam Investment Management Co | 73K | $2.0M | ▲+3.7% Added · +3K sh | Q2 2026 | |
| 15 | Wealth Enhancement Advisory Services, LLC | 70K | $2.0M | ▲+23% Added · +13K sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 70K | $1.9M | ▲+54% Added · +25K sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 60K | $1.7M | ▼−52% Reduced · −67K sh | Q1 2026 | |
| 18 | WealthTrust Axiom LLC | 55K | $1.5M | ▼−0.9% Reduced · −500 sh | Q2 2026 | |
| 19 | Fullerton Advisors, LLC | 51K | $1.4M | ▲+0.7% Added · +378 sh | Q2 2026 | |
| 20 | Ameritas Advisory Services, LLC | 45K | $1.2M | ▲+38% Added · +12K sh | Q2 2026 | |
| 21 | Soltis Investment Advisors LLC | 45K | $1.2M | ▲+370% Added · +35K sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 44K | $1.2M | ▲+86% Added · +20K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | 43K | $1.2M | ▲+47% Added · +14K sh | Q1 2026 | |
| 24 | IFP Advisors, Inc | 41K | $1.1M | ▲+5.8% Added · +2K sh | Q2 2026 | |
| 25 | Element Wealth, LLC | 36K | $990K | ▲+0.6% Added · +233 sh | Q2 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, 6 funds opened a new position in FIDI and 14 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 29 funds | $4.8B |
| Amazon.com IncAMZN | 29 funds | $3.3B |
| Microsoft CorpMSFT | 29 funds | $2.8B |
| Nvidia CorpNVDA | 28 funds | $6.9B |
| Alphabet Inc-CL AGOOGL | 28 funds | $2.1B |
| Broadcom IncAVGO | 28 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 28 funds | $1.3B |
| Ishares Core S&P 500 ETFIVV | 27 funds | $5.8B |
| Meta Platforms Inc-Class AMETA | 27 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 27 funds | $1.7B |
| JPMorgan Chase & CoJPM | 27 funds | $1.5B |
| Eli Lilly & CoLLY | 27 funds | $848.4M |
Ranked by how many of FIDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FIDI.
No filings captured for this ticker in the live stream yet.
Connected entities for FIDI
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/FIDI/capital-change-brief"
Use Arkolith's capital_change_brief for FIDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for FIDI. Filings are public domain, sourced to SEC EDGAR.