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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $150.4M | 1.7M | ▼~0% Reduced · −371 sh | Q1 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 | MORGAN STANLEY | $18.5M | 214K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | $15.8M | 182K | ▲+4.8% Added · +8K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $12.3M | 142K | ▲+14% Added · +17K sh | Q1 2026 | |
| 10 | Independence Financial Advisors, LLC | $13.6M | 136K | ▲+4.6% Added · +6K sh | Q2 2026 | |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $11.4M | 131K | ▼−5.1% Reduced · −7K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $11.2M | 130K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $9.1M | 105K | ▲+23% Added · +20K sh | Q1 2026 | |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.3M | 96K | ▲+184% Added · +62K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $8.0M | 93K | ▼−4.3% Reduced · −4K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $7.4M | 89K | ▼−8.0% Reduced · −8K sh | Q1 2026 | |
| 17 | FMR LLC | $7.0M | 81K | ▲+11% Added · +8K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $6.3M | 73K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $5.8M | 67K | ▼−23% Reduced · −20K sh | Q1 2026 | |
| 20 | Traynor Capital Management, Inc. | $5.3M | 63K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 21 | NorthCoast Asset Management LLC | $5.2M | 60K | ▼−54% Reduced · −70K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $5.0M | 58K | ▼−8.9% Reduced · −6K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $4.5M | 52K | ▲+12% Added · +5K sh | Q1 2026 | |
| 24 | IHT Wealth Management, LLC | $3.8M | 44K | ▲+1.1% Added · +492 sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 43K | ▲+50% 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 | 67 funds | $15.4B |
| MICROSOFT CORPMSFT | 67 funds | $12.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 67 funds | $10.7B |
| VANGUARD S&P 500 ETFVOO | 67 funds | $8.3B |
| JPMORGAN CHASE & COJPM | 67 funds | $5.6B |
| BROADCOM INCAVGO | 67 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 67 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $4.7B |
| WALMART INCWMT | 67 funds | $3.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 67 funds | $3.6B |
| EXXON MOBIL CORPXOM | 67 funds | $3.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 67 funds | $3.5B |
Ranked by how many of FIDU'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 FIDU. 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.