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/FNDA/capital-change-brief"
Use Arkolith's capital_change_brief for FNDA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.8B | 179.2M | ▼−0.1% Reduced · −194K sh | Q1 2026 | |
| 2 | Clearstead Advisors, LLC | $121.4M | 3.7M | ▲367× Added · +3.7M sh | Q1 2026 | |
| 3 | WADDELL & ASSOCIATES, LLC | $110.2M | 2.9M | ▲+0.3% Added · +9K sh | Q2 2026 | |
| 4 | Steele Capital Management, Inc. | $68.4M | 2.1M | ▲+3.0% Added · +61K sh | Q1 2026 | |
| 5 | UBS Group AG | $47.9M | 1.5M | ▲+3.5% Added · +49K sh | Q1 2026 | |
| 6 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $46.8M | 1.4M | ▼−7.8% Reduced · −122K sh | Q1 2026 | |
| 7 | MOLLER WEALTH PARTNERS | $46.8M | 1.2M | ▼−2.9% Reduced · −37K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $36.6M | 1.1M | ▼−12% Reduced · −154K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $30.3M | 918K | ▼−4.5% Reduced · −43K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $29.2M | 900K | ▲+1.4% Added · +13K sh | Q1 2026 | |
| 11 | AlphaCore Capital LLC | $26.5M | 818K | ▼−9.3% Reduced · −84K sh | Q1 2026 | |
| 12 | Resonant Capital Advisors, LLC | $25.0M | 772K | ▼−16% Reduced · −149K sh | Q1 2026 | |
| 13 | Gemmer Asset Management LLC | $25.0M | 656K | ▲+1.4% Added · +9K sh | Q2 2026 | |
| 14 | Trilogy Capital Inc. | $23.7M | 623K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 15 | Cerity Partners LLC | $17.6M | 543K | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 16 | Mariner, LLC | $16.7M | 514K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $15.3M | 470K | ▲+5.6% Added · +25K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.9M | 460K | ▲+6.7% Added · +29K sh | Q1 2026 | |
| 19 | Creative Planning | $14.2M | 439K | ▲+20% Added · +72K sh | Q1 2026 | |
| 20 | MAI Capital Management | $14.0M | 432K | ▲+11% Added · +44K sh | Q1 2026 | |
| 21 | Charles Schwab Trust Co | $16.4M | 431K | ▲+1.6% Added · +7K sh | Q2 2026 | |
| 22 | COLLECTIVE FAMILY OFFICE LLC | $14.9M | 391K | ▲+4.3% Added · +16K sh | Q2 2026 | |
| 23 | Shore Point Advisors, LLC | $8.8M | 387K | ▲+7.8% Added · +28K sh | Q2 2026 | |
| 24 | Sound Stewardship, LLC | $12.2M | 321K | ▲+2.7% Added · +8K sh | Q2 2026 | |
| 25 | Johnson Bixby & Associates, LLC | $11.7M | 307K | ▲+2.9% Added · +9K 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 125 funds | $15.2B |
| BROADCOM INCAVGO | 125 funds | $10.9B |
| APPLE INCAAPL | 124 funds | $32.1B |
| NVIDIA CORPNVDA | 124 funds | $28.9B |
| MICROSOFT CORPMSFT | 124 funds | $24.1B |
| ALPHABET INC-CL CGOOG | 124 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 124 funds | $11.2B |
| META PLATFORMS INC-CLASS AMETA | 124 funds | $10.1B |
| ELI LILLY & COLLY | 124 funds | $6.6B |
| WALMART INCWMT | 124 funds | $6.2B |
| COSTCO WHOLESALE CORPCOST | 124 funds | $6.0B |
| VISA INC-CLASS A SHARESV | 124 funds | $5.8B |
Ranked by how many of FNDA'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 FNDA. 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.