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/FMB/capital-change-brief"
Use Arkolith's capital_change_brief for FMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $169.2M | 3.3M | ▲+13% Added · +395K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $123.0M | 2.4M | ▲+1.3% Added · +30K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $118.0M | 2.3M | ▲+0.9% Added · +20K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $103.7M | 2.0M | ▲+12% Added · +222K sh | Q1 2026 | |
| 5 | UBS Group AG | $96.5M | 1.9M | ▲+3.6% Added · +67K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $62.0M | 1.2M | ▲+2.8% Added · +34K sh | Q1 2026 | |
| 7 | Avantax Planning Partners, Inc. | $42.7M | 843K | ▼−1.3% Reduced · −11K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $39.8M | 786K | ▼−1.5% Reduced · −12K sh | Q1 2026 | |
| 9 | OneDigital Investment Advisors LLC | $37.7M | 744K | ▲+29% Added · +166K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $22.4M | 430K | ▲+4.7% Added · +19K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $21.7M | 429K | ▲+5.7% Added · +23K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $21.2M | 418K | ▲+2.1% Added · +9K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $21.1M | 416K | ▼−9.6% Reduced · −44K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 348K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $16.4M | 324K | ▲+8.3% Added · +25K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $16.1M | 318K | ▲+7.5% Added · +22K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $15.1M | 298K | ▲+2.7% Added · +8K sh | Q1 2026 | |
| 18 | Composition Wealth, LLC | $12.9M | 254K | ▼−78% Reduced · −909K sh | Q1 2026 | |
| 19 | GM Advisory Group, LLC | $12.2M | 241K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $11.3M | 224K | ▲+25% Added · +45K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.3M | 224K | ▲+6.0% Added · +13K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $9.4M | 186K | ▼−0.2% Reduced · −459 sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $9.0M | 178K | ▲+168% Added · +112K sh | Q1 2026 | |
| 24 | First Heartland Consultants, Inc. | $8.2M | 159K | ▲+9.4% Added · +14K sh | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | $7.7M | 152K | ▲+5.0% Added · +7K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 84 funds | $21.4B |
| NVIDIA CORPNVDA | 84 funds | $18.6B |
| MICROSOFT CORPMSFT | 84 funds | $15.2B |
| BROADCOM INCAVGO | 84 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 84 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 84 funds | $7.0B |
| JOHNSON & JOHNSONJNJ | 84 funds | $6.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 84 funds | $5.4B |
| WALMART INCWMT | 84 funds | $4.5B |
| EXXON MOBIL CORPXOM | 84 funds | $4.4B |
| ELI LILLY & COLLY | 84 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 84 funds | $4.0B |
Ranked by how many of FMB'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 FMB. 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.