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/FNDB/capital-change-brief"
Use Arkolith's capital_change_brief for FNDB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AlphaCore Capital LLC | $33.4M | 1.2M | ▼−5.8% Reduced · −76K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $17.8M | 654K | ▼−7.1% Reduced · −50K sh | Q1 2026 | |
| 3 | Sound Stewardship, LLC | $19.8M | 650K | ▲+1.4% Added · +9K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $12.0M | 440K | ▲+10% Added · +40K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $11.8M | 435K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $8.2M | 301K | ▲+6.1% Added · +17K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 278K | ▲+12% Added · +29K sh | Q1 2026 | |
| 8 | Mariner, LLC | $5.5M | 201K | ▲+82% Added · +91K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $4.7M | 172K | ▲+7.3% Added · +12K sh | Q1 2026 | |
| 10 | Clearstead Advisors, LLC | $4.6M | 169K | ▲New +169K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $3.7M | 139K | ▲+40% Added · +40K sh | Q1 2026 | |
| 12 | Essential Partners LLC | $3.5M | 127K | ▲+0.1% Added · +95 sh | Q1 2026 | |
| 13 | Guardian Financial Partners, LLC | $3.8M | 126K | ▼−6.2% Reduced · −8K sh | Q2 2026 | |
| 14 | UBS Group AG | $3.2M | 116K | ▲+3.4% Added · +4K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 105K | ▲New +105K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $2.8M | 104K | ▲+0.7% Added · +745 sh | Q1 2026 | |
| 17 | Centurion Wealth Management LLC | $2.9M | 95K | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 18 | Resonant Capital Advisors, LLC | $2.5M | 94K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 19 | HHM Wealth Advisors, LLC | $2.7M | 89K | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $2.4M | 87K | ▲+0.3% Added · +238 sh | Q1 2026 | |
| 21 | Red Door Wealth Management, LLC | $2.6M | 87K | —Held | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 84K | ▼−0.3% Reduced · −219 sh | Q1 2026 | |
| 23 | MAI Capital Management | $2.3M | 83K | ▼−6.7% Reduced · −6K sh | Q1 2026 | |
| 24 | Wealthspire Advisors, LLC | $2.2M | 79K | ▲+0.7% Added · +555 sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $2.1M | 78K | ▼−40% Reduced · −53K 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 | 46 funds | $15.7B |
| NVIDIA CORPNVDA | 46 funds | $13.6B |
| MICROSOFT CORPMSFT | 46 funds | $12.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $9.3B |
| AMAZON.COM INCAMZN | 46 funds | $8.8B |
| VANGUARD S&P 500 ETFVOO | 46 funds | $8.0B |
| ALPHABET INC-CL AGOOGL | 46 funds | $7.3B |
| ALPHABET INC-CL CGOOG | 46 funds | $5.9B |
| BROADCOM INCAVGO | 46 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 46 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $4.2B |
Ranked by how many of FNDB'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 FNDB. 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.