| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Clearstead Advisors, LLC | $121.4M | 3.74M | Added | Q1 2026 |
| 2 | WADDELL & ASSOCIATES, LLC | $93.6M | 2.89M | Added | Q1 2026 |
| 3 | AlphaCore Capital LLC | $26.5M | 818.4K | Reduced | Q1 2026 |
| 4 | Resonant Capital Advisors, LLC | $25.0M | 771.7K | Reduced | Q1 2026 |
| 5 | Trilogy Capital Inc. | $20.1M | 620.7K | Reduced | Q1 2026 |
| 6 | MAI Capital Management | $14.0M | 431.8K | Added | Q1 2026 |
| 7 | Waverly Advisors, LLC | $9.4M | 290.8K | Added | Q1 2026 |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $9.2M | 283.3K | Added | Q1 2026 |
| 9 | Savant Capital, LLC | $8.6M | 266.1K | Reduced | Q1 2026 |
| 10 | Wealthspire Retirement, LLC | $7.2M | 221.7K | Reduced | Q1 2026 |
| 11 | EXENCIAL WEALTH ADVISORS, LLC | $6.6M | 204.7K | Reduced | Q1 2026 |
| 12 | McAdam, LLC | $5.9M | 183.0K | Reduced | Q1 2026 |
| 13 | Private Advisor Group, LLC | $5.6M | 171.6K | Added | Q1 2026 |
| 14 | Focus Partners Advisor Solutions, LLC | $5.5M | 170.0K | Reduced | Q1 2026 |
| 15 | Cresset Asset Management, LLC | $4.2M | 130.0K | Reduced | Q1 2026 |
| 16 | INTEGRITY ALLIANCE, LLC. | $4.2M | 129.3K | Added | Q1 2026 |
| 17 | Texas Yale Capital Corp. | $4.0M | 122.2K | Held | Q1 2026 |
| 18 | Sowell Financial Services LLC | $3.5M | 107.3K | Reduced | Q1 2026 |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 84.4K | Reduced | Q1 2026 |
| 20 | IFP Advisors, Inc | $2.7M | 81.7K | New | Q1 2026 |
| 21 | QRG CAPITAL MANAGEMENT, INC. | $2.6M | 81.3K | Reduced | Q1 2026 |
| 22 | Lido Advisors, LLC | $2.2M | 69.2K | Reduced | Q1 2026 |
| 23 | CITADEL ADVISORS LLC | $2.1M | 65.5K | New | Q1 2026 |
| 24 | Sanctuary Advisors, LLC | $2.1M | 64.9K | Added | Q1 2026 |
| 25 | Sequoia Financial Advisors, LLC | $2.0M | 61.0K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Broadcom LimitedAVGO | 125 funds | $10.9B |
| Apple Inc - USAAPL | 124 funds | $32.1B |
| Nvidia Corp ComNVDA | 124 funds | $28.8B |
| Microsoft Corp - USMSFT | 124 funds | $24.1B |
| GOOGLE INCGOOGL | 124 funds | $15.2B |
| LPHABET INCGOOG | 124 funds | $12.4B |
| Jpmorgan Chase & Co - USJPM | 124 funds | $11.2B |
| Meta Platforms, Inc.META | 124 funds | $10.1B |
| Walmart Inc - USWMT | 124 funds | $6.2B |
| Home Depot Inc/The - USHD | 124 funds | $4.2B |
| Mcdonald's Corp - USMCD | 124 funds | $2.7B |
| Walt Disney Co/The - USDIS | 124 funds | $1.4B |
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 + Form 4 insider transactions + 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.