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/FLTR/capital-change-brief"
Use Arkolith's capital_change_brief for FLTR. 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 | $118.9M | 4.7M | ▲+2.3% Added · +103K sh | Q1 2026 | |
| 2 | Wealthfront Advisers LLC | $116.3M | 4.6M | ▼−3.9% Reduced · −185K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $107.2M | 4.2M | ▼−7.3% Reduced · −331K sh | Q1 2026 | |
| 4 | Kensington Asset Management, LLC | $76.2M | 3.0M | ▲+15% Added · +400K sh | Q1 2026 | |
| 5 | UBS Group AG | $64.8M | 2.5M | ▲+153% Added · +1.5M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $60.4M | 2.4M | ▲+14% Added · +286K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $52.7M | 2.1M | ▲+5.7% Added · +111K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $43.2M | 1.7M | ▲+7.8% Added · +123K sh | Q1 2026 | |
| 9 | Insight Wealth Strategies, LLC | $28.2M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 10 | Creative Planning | $21.1M | 830K | ▼−1.8% Reduced · −15K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $18.5M | 723K | ▼−7.1% Reduced · −56K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $15.1M | 591K | ▲+26% Added · +123K sh | Q1 2026 | |
| 13 | OLD MISSION CAPITAL LLC | $14.2M | 557K | ▲+58% Added · +204K sh | Q1 2026 | |
| 14 | PARSONS CAPITAL MANAGEMENT INC/RI | $12.8M | 501K | ▲+6.8% Added · +32K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $12.1M | 476K | ▼−22% Reduced · −131K sh | Q1 2026 | |
| 16 | Kingsview Wealth Management, LLC | $11.2M | 442K | ▲+8.5% Added · +35K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $10.7M | 419K | ▲+12% Added · +46K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $10.4M | 410K | ▲+4.2% Added · +16K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $9.7M | 382K | ▲+16% Added · +52K sh | Q1 2026 | |
| 20 | FAS Wealth Partners, Inc. | $9.3M | 365K | ▲+5.8% Added · +20K sh | Q1 2026 | |
| 21 | Corient Private Wealth LLC | $8.5M | 333K | ▼−27% Reduced · −124K sh | Q1 2026 | |
| 22 | VISTA INVESTMENT MANAGEMENT | $8.5M | 332K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 23 | Arete Wealth Advisors, LLC | $8.3M | 325K | ▼−46% Reduced · −280K sh | Q1 2026 | |
| 24 | Geneos Wealth Management Inc. | $6.6M | 260K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 25 | Systelligence, LLC | $6.4M | 251K | ▲+448% Added · +205K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 73 funds | $11.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 73 funds | $11.4B |
| NVIDIA CORPNVDA | 72 funds | $18.9B |
| MICROSOFT CORPMSFT | 72 funds | $16.9B |
| ALPHABET INC-CL AGOOGL | 72 funds | $10.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 72 funds | $9.6B |
| BROADCOM INCAVGO | 72 funds | $8.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 72 funds | $8.3B |
| ALPHABET INC-CL CGOOG | 72 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 72 funds | $7.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 72 funds | $7.1B |
| VANGUARD GROWTH ETFVUG | 72 funds | $6.7B |
Ranked by how many of FLTR'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 FLTR. 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.