220 tracked 13F filers disclose a position in FIDU as of the latest SEC 13F filings, a combined $821.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $166.5M | 1.7M | ▼−3.8% Reduced · −66K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | $112.3M | 1.3M | ▼−0.7% Reduced · −10K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.0M | 890K | ▲+6.3% Added · +53K sh | Q1 2026 | |
| 4 | AGF MANAGEMENT LTD | $43.4M | 502K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $33.7M | 389K | ▼−1.9% Reduced · −8K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $23.8M | 275K | ▲+25% Added · +55K sh | Q1 2026 | |
| 7 | VICUS CAPITAL | $25.9M | 260K | ▲+416% Added · +210K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $18.5M | 214K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $18.4M | 184K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 10 | NorthCoast Asset Management LLC | $16.1M | 162K | ▲+170% Added · +102K sh | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $12.3M | 142K | ▲+14% Added · +17K sh | Q1 2026 | |
| 12 | Independence Financial Advisors, LLC | $13.6M | 136K | ▲+4.6% Added · +6K sh | Q2 2026 | |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $11.4M | 131K | ▼−5.1% Reduced · −7K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $11.2M | 130K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $12.4M | 125K | ▲+19% Added · +20K sh | Q2 2026 | |
| 16 | Lifeworks Advisors, LLC | $11.4M | 115K | ▲+2.3% Added · +3K sh | Q2 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.0M | 100K | ▲+4.5% Added · +4K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $8.0M | 93K | ▼−4.3% Reduced · −4K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $7.4M | 89K | ▼−8.0% Reduced · −8K sh | Q1 2026 | |
| 20 | FMR LLC | $7.0M | 81K | ▲+11% Added · +8K sh | Q1 2026 | |
| 21 | Yoder Wealth Management, Inc. | $7.9M | 80K | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 22 | Arax Advisory Partners | $7.4M | 74K | ▲127× Added · +74K sh | Q2 2026 | |
| 23 | STIFEL FINANCIAL CORP | $6.3M | 73K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $7.2M | 72K | ▲+7.5% Added · +5K sh | Q2 2026 | |
| 25 | Traynor Capital Management, Inc. | $6.3M | 63K | ▲~0% Added · +11 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, 3 funds opened a new position in FIDU and 27 added to an existing one, while 15 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 | 124 funds | $48.1B |
| MICROSOFT CORPMSFT | 124 funds | $38.4B |
| NVIDIA CORPNVDA | 123 funds | $58.2B |
| AMAZON.COM INCAMZN | 123 funds | $26.2B |
| META PLATFORMS INC-CLASS AMETA | 121 funds | $13.1B |
| JPMORGAN CHASE & COJPM | 121 funds | $10.1B |
| ALPHABET INC-CL AGOOGL | 120 funds | $22.6B |
| BROADCOM INCAVGO | 120 funds | $19.9B |
| ALPHABET INC-CL CGOOG | 120 funds | $16.5B |
| TESLA INCTSLA | 118 funds | $11.2B |
| COSTCO WHOLESALE CORPCOST | 118 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 118 funds | $5.8B |
Ranked by how many of FIDU'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 FIDU
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/FIDU/capital-change-brief"
Use Arkolith's capital_change_brief for FIDU. 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 FIDU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.