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/FNDE/capital-change-brief"
Use Arkolith's capital_change_brief for FNDE. 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 | $4.7B | 124.0M | ▲+0.9% Added · +1.1M sh | Q1 2026 | |
| 2 | FMR LLC | $591.6M | 15.5M | ▼−6.7% Reduced · −1.1M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $144.5M | 3.8M | ▼−7.4% Reduced · −304K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $107.1M | 2.8M | ▲+30% Added · +642K sh | Q1 2026 | |
| 5 | VICTORY CAPITAL MANAGEMENT INC | $85.2M | 2.2M | ▲+10% Added · +204K sh | Q1 2026 | |
| 6 | Bogart Wealth, LLC | $71.1M | 1.9M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $54.4M | 1.4M | ▲+5.0% Added · +68K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $44.7M | 1.2M | ▼−2.2% Reduced · −26K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.1M | 1.0M | ▲+52% Added · +352K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $27.6M | 721K | ▲+16% Added · +100K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $25.5M | 666K | ▼−39% Reduced · −420K sh | Q1 2026 | |
| 12 | UBS Group AG | $24.9M | 650K | ▲+15% Added · +86K sh | Q1 2026 | |
| 13 | Johnson Bixby & Associates, LLC | $23.7M | 597K | ▲+4.2% Added · +24K sh | Q2 2026 | |
| 14 | AlphaCore Capital LLC | $22.7M | 593K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 15 | Resonant Capital Advisors, LLC | $21.3M | 557K | ▼−13% Reduced · −83K sh | Q1 2026 | |
| 16 | ASPIRIANT, LLC | $20.8M | 545K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $20.6M | 538K | ▲+19% Added · +86K sh | Q1 2026 | |
| 18 | PRINCIPAL SECURITIES, INC. | $19.7M | 514K | ▲+8.0% Added · +38K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $19.5M | 511K | ▲+40% Added · +147K sh | Q1 2026 | |
| 20 | HHM Wealth Advisors, LLC | $19.1M | 481K | ▲+11% Added · +48K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $17.0M | 446K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 22 | Bleakley Financial Group, LLC | $16.8M | 440K | ▲+559% Added · +373K sh | Q1 2026 | |
| 23 | Charles Schwab Trust Co | $16.3M | 410K | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $15.0M | 392K | ▲+372% Added · +309K sh | Q1 2026 | |
| 25 | MOLLER WEALTH PARTNERS | $14.7M | 370K | ▲+0.8% Added · +3K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 116 funds | $21.8B |
| BROADCOM INCAVGO | 116 funds | $10.3B |
| CHEVRON CORPCVX | 116 funds | $4.1B |
| APPLE INCAAPL | 115 funds | $29.6B |
| NVIDIA CORPNVDA | 115 funds | $25.6B |
| AMAZON.COM INCAMZN | 115 funds | $15.4B |
| ALPHABET INC-CL CGOOG | 115 funds | $10.2B |
| JPMORGAN CHASE & COJPM | 115 funds | $9.5B |
| META PLATFORMS INC-CLASS AMETA | 115 funds | $8.6B |
| ELI LILLY & COLLY | 115 funds | $5.9B |
| JOHNSON & JOHNSONJNJ | 115 funds | $5.8B |
| EXXON MOBIL CORPXOM | 115 funds | $5.6B |
Ranked by how many of FNDE'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 FNDE. 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.