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/FNDF/capital-change-brief"
Use Arkolith's capital_change_brief for FNDF. 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 | $7.0B | 143.0M | ▼−2.4% Reduced · −3.5M sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $858.6M | 16.4M | ▲+12% Added · +1.8M sh | Q2 2026 | |
| 3 | REGIONS FINANCIAL CORP | $452.4M | 9.2M | ▲+0.9% Added · +84K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $407.6M | 8.3M | ▲+2.8% Added · +230K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $336.6M | 6.9M | ▼−20% Reduced · −1.8M sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $299.5M | 6.1M | ▲+1.4% Added · +87K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $289.6M | 5.9M | ▼−1.1% Reduced · −66K sh | Q1 2026 | |
| 8 | Auto-Owners Insurance Co | $174.7M | 3.6M | —Held | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $152.5M | 3.1M | ▲+20% Added · +520K sh | Q1 2026 | |
| 10 | Mountain Capital Investment Advisors Inc. | $154.1M | 2.9M | ▲+0.4% Added · +12K sh | Q2 2026 | |
| 11 | VICTORY CAPITAL MANAGEMENT INC | $142.6M | 2.9M | ▼−10% Reduced · −328K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $130.9M | 2.7M | ▲+7.8% Added · +193K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $126.4M | 2.6M | ▲+17% Added · +382K sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $102.6M | 2.1M | ▲+876% Added · +1.9M sh | Q1 2026 | |
| 15 | FMR LLC | $84.6M | 1.7M | ▼−6.5% Reduced · −119K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $80.4M | 1.6M | ▲+3.7% Added · +59K sh | Q1 2026 | |
| 17 | UBS Group AG | $77.5M | 1.6M | ▲+12% Added · +169K sh | Q1 2026 | |
| 18 | StoneX Group Inc. | $73.9M | 1.5M | ▲+12% Added · +167K sh | Q1 2026 | |
| 19 | AlphaCore Capital LLC | $73.0M | 1.5M | ▼−6.8% Reduced · −110K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $67.6M | 1.4M | ▲+11% Added · +133K sh | Q1 2026 | |
| 21 | ALPS ADVISORS INC | $57.6M | 1.2M | ▲+4.1% Added · +47K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $54.6M | 1.1M | ▲+21% Added · +193K sh | Q1 2026 | |
| 23 | Trust Co | $58.8M | 1.1M | ▼−2.1% Reduced · −24K sh | Q2 2026 | |
| 24 | Capital Advantage, Inc. | $58.1M | 1.1M | ▼−0.5% Reduced · −5K sh | Q2 2026 | |
| 25 | Orion Porfolio Solutions, LLC | $52.4M | 1.1M | ▼−15% Reduced · −183K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 206 funds | $33.5B |
| CHEVRON CORPCVX | 206 funds | $6.2B |
| APPLE INCAAPL | 205 funds | $46.5B |
| NVIDIA CORPNVDA | 205 funds | $39.9B |
| ALPHABET INC-CL AGOOGL | 205 funds | $21.4B |
| BROADCOM INCAVGO | 205 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 205 funds | $14.8B |
| JOHNSON & JOHNSONJNJ | 205 funds | $10.3B |
| ELI LILLY & COLLY | 205 funds | $9.5B |
| EXXON MOBIL CORPXOM | 205 funds | $9.0B |
| COSTCO WHOLESALE CORPCOST | 205 funds | $8.1B |
| PROCTER & GAMBLE CO/THEPG | 205 funds | $5.2B |
Ranked by how many of FNDF'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 FNDF. 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.