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/FLQM/capital-change-brief"
Use Arkolith's capital_change_brief for FLQM. 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 | $170.5M | 3.1M | ▲+7.6% Added · +220K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $112.1M | 2.0M | ▼−0.2% Reduced · −5K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $83.6M | 1.5M | ▼−18% Reduced · −340K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $79.9M | 1.5M | ▲+11% Added · +143K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.1M | 913K | ▼−5.5% Reduced · −53K sh | Q1 2026 | |
| 6 | Larson Financial Group LLC | $49.4M | 899K | ▲+18% Added · +136K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $37.1M | 675K | ▼−7.7% Reduced · −57K sh | Q1 2026 | |
| 8 | CWM, LLC | $36.7M | 668K | ▼−13% Reduced · −96K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $35.3M | 642K | ▼−6.8% Reduced · −47K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $32.4M | 589K | ▲+7.0% Added · +39K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $26.7M | 485K | ▼−4.7% Reduced · −24K sh | Q1 2026 | |
| 12 | EAGLE WEALTH STRATEGIES LLC | $27.3M | 472K | ▲+7.5% Added · +33K sh | Q2 2026 | |
| 13 | Federation des caisses Desjardins du Quebec | $23.6M | 430K | ▲+8.3% Added · +33K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $22.6M | 412K | ▲+11% Added · +40K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $17.7M | 323K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $17.2M | 319K | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 272K | ▲+7.6% Added · +19K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $13.3M | 242K | ▼−21% Reduced · −64K sh | Q1 2026 | |
| 19 | Stratos Investment Management, LLC | $11.0M | 201K | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 20 | Financial Management, Inc. | $8.5M | 155K | ▲+3.6% Added · +5K sh | Q1 2026 | |
| 21 | OneDigital Investment Advisors LLC | $8.5M | 154K | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 22 | Snowden Capital Advisors LLC | $7.3M | 132K | ▲+0.1% Added · +117 sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $6.9M | 126K | ▲+20% Added · +21K sh | Q1 2026 | |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.6M | 120K | ▼−8.9% Reduced · −12K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $6.1M | 113K | ▲+254% Added · +81K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 53 funds | $12.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 53 funds | $6.0B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $5.8B |
| ALPHABET INC-CL CGOOG | 53 funds | $5.7B |
| VANGUARD VALUE ETFVTV | 53 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 53 funds | $3.3B |
| HOME DEPOT INCHD | 53 funds | $2.3B |
| MASTERCARD INC - AMA | 53 funds | $2.0B |
| CATERPILLAR INCCAT | 53 funds | $2.0B |
| SCHWAB US DVD EQUITY ETFSCHD | 53 funds | $1.2B |
| PEPSICO INCPEP | 53 funds | $1.1B |
Ranked by how many of FLQM'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 FLQM. 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.