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/FLRN/capital-change-brief"
Use Arkolith's capital_change_brief for FLRN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | $163.7M | 5.3M | ▲+7.8% Added · +384K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $117.3M | 3.8M | ▼−0.8% Reduced · −30K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $71.7M | 2.3M | ▲+11% Added · +228K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $70.3M | 2.3M | ▲+31% Added · +537K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $68.3M | 2.2M | ▼−9.2% Reduced · −225K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $68.2M | 2.2M | ▲+13% Added · +247K sh | Q1 2026 | |
| 7 | Beacon Capital Management, Inc. | $58.4M | 1.9M | ▲+378% Added · +1.5M sh | Q1 2026 | |
| 8 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $46.7M | 1.5M | ▼−3.0% Reduced · −47K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $41.3M | 1.3M | ▼−25% Reduced · −444K sh | Q1 2026 | |
| 10 | Curbstone Financial Management Corp | $40.2M | 1.3M | ▲+2.7% Added · +34K sh | Q2 2026 | |
| 11 | Facet Wealth, Inc. | $36.6M | 1.2M | ▲+9.3% Added · +101K sh | Q1 2026 | |
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | $31.2M | 1.0M | ▼−12% Reduced · −145K sh | Q1 2026 | |
| 13 | Valmark Advisers, Inc. | $30.6M | 995K | ▲+1.8% Added · +18K sh | Q1 2026 | |
| 14 | Stratos Investment Management, LLC | $29.6M | 961K | ▲+4.4% Added · +40K sh | Q1 2026 | |
| 15 | MFA WEALTH ADVISORS, LLC | $28.7M | 930K | ▲+16% Added · +130K sh | Q2 2026 | |
| 16 | Farther Finance Advisors, LLC | $28.3M | 925K | ▲+14% Added · +114K sh | Q1 2026 | |
| 17 | Cornerstone Management, Inc. | $26.9M | 872K | ▲+19% Added · +139K sh | Q2 2026 | |
| 18 | Advisory Alpha, LLC | $26.1M | 849K | ▼−9.8% Reduced · −92K sh | Q1 2026 | |
| 19 | MILESTONE ASSET MANAGEMENT, LLC | $24.6M | 797K | ▲+42% Added · +235K sh | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $22.1M | 719K | ▼−1.5% Reduced · −11K sh | Q1 2026 | |
| 21 | STATE STREET CORP | $21.3M | 692K | ▼−28% Reduced · −272K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $17.1M | 555K | ▲+65% Added · +218K sh | Q1 2026 | |
| 23 | Whitcomb & Hess, Inc. | $16.2M | 526K | ▲+2.5% Added · +13K sh | Q2 2026 | |
| 24 | IHT Wealth Management, LLC | $15.5M | 503K | ▼−0.2% Reduced · −916 sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $14.2M | 462K | ▼−8.2% Reduced · −41K 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 |
|---|---|---|
| APPLE INCAAPL | 99 funds | $27.9B |
| ALPHABET INC-CL AGOOGL | 99 funds | $14.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 99 funds | $12.0B |
| NVIDIA CORPNVDA | 98 funds | $28.4B |
| MICROSOFT CORPMSFT | 98 funds | $20.9B |
| AMAZON.COM INCAMZN | 98 funds | $17.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 98 funds | $11.7B |
| BROADCOM INCAVGO | 98 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 98 funds | $9.9B |
| JPMORGAN CHASE & COJPM | 98 funds | $9.7B |
| META PLATFORMS INC-CLASS AMETA | 98 funds | $9.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 98 funds | $6.8B |
Ranked by how many of FLRN'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 FLRN. 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.