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/FIIG/capital-change-brief"
Use Arkolith's capital_change_brief for FIIG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $100.7M | 4.9M | ▲+10% Added · +442K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $52.8M | 2.5M | ▲+2.6% Added · +64K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $38.5M | 1.9M | ▼−11% Reduced · −241K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $35.9M | 1.7M | ▲+1.4% Added · +25K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $35.1M | 1.7M | ▲+13% Added · +200K sh | Q1 2026 | |
| 6 | TCP Asset Management, LLC | $31.2M | 1.5M | ▲+7.9% Added · +110K sh | Q2 2026 | |
| 7 | STEPHENS INC /AR/ | $15.8M | 762K | ▲+80% Added · +340K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $11.9M | 572K | ▲+6.5% Added · +35K sh | Q1 2026 | |
| 9 | Rehmann Capital Advisory Group | $10.2M | 490K | ▲+32% Added · +118K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $9.6M | 463K | ▲+34% Added · +118K sh | Q1 2026 | |
| 11 | &PARTNERS | $8.5M | 411K | ▲+4.7% Added · +19K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $8.1M | 390K | ▲+16% Added · +53K sh | Q1 2026 | |
| 13 | BENJAMIN EDWARDS INC | $7.6M | 366K | ▲+15% Added · +48K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $7.6M | 366K | ▲+198% Added · +243K sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $4.9M | 238K | ▲+14% Added · +29K sh | Q1 2026 | |
| 16 | Csenge Advisory Group | $4.9M | 237K | ▲+4.6% Added · +11K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $4.3M | 205K | ▲+11% Added · +20K sh | Q1 2026 | |
| 18 | Avior Wealth Management, LLC | $3.7M | 180K | ▲New +180K sh | Q1 2026 | |
| 19 | Gateway Wealth Partners, LLC | $3.5M | 168K | ▲+127% Added · +94K sh | Q1 2026 | |
| 20 | Orion Porfolio Solutions, LLC | $3.1M | 148K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 21 | Kingsview Wealth Management, LLC | $2.9M | 139K | ▼−4.5% Reduced · −7K sh | Q1 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 133K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 23 | IFP Advisors, Inc | $2.7M | 132K | ▲+7.8% Added · +10K sh | Q1 2026 | |
| 24 | Prospera Financial Services Inc | $2.6M | 128K | ▼−3.8% Reduced · −5K sh | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 117K | ▲+847% Added · +104K 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 | 49 funds | $16.4B |
| ISHARES CORE S&P 500 ETFIVV | 49 funds | $11.8B |
| MICROSOFT CORPMSFT | 49 funds | $11.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $10.1B |
| ALPHABET INC-CL AGOOGL | 49 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 49 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 49 funds | $4.9B |
| VANGUARD VALUE ETFVTV | 49 funds | $4.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 49 funds | $3.1B |
| ELI LILLY & COLLY | 49 funds | $3.1B |
| TESLA INCTSLA | 49 funds | $3.0B |
Ranked by how many of FIIG'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 FIIG. 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.