| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $707.7M | 14.59M | Reduced | Q1 2026 |
| 2 | REGIONS FINANCIAL CORP | $452.4M | 9.25M | Added | Q1 2026 |
| 3 | StoneX Group Inc. | $73.9M | 1.51M | Added | Q1 2026 |
| 4 | AlphaCore Capital LLC | $73.0M | 1.49M | Reduced | Q1 2026 |
| 5 | ALPS ADVISORS INC | $57.6M | 1.18M | Added | Q1 2026 |
| 6 | Private Advisor Group, LLC | $50.9M | 1.04M | Added | Q1 2026 |
| 7 | Orion Porfolio Solutions, LLC | $44.8M | 915.7K | Reduced | Q1 2026 |
| 8 | CWM, LLC | $39.8M | 813.5K | Added | Q1 2026 |
| 9 | Pallas Capital Advisors LLC | $37.7M | 769.6K | Reduced | Q1 2026 |
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. | $35.9M | 734.1K | Added | Q1 2026 |
| 11 | Dynamic Advisor Solutions LLC | $35.5M | 725.1K | Added | Q1 2026 |
| 12 | Resonant Capital Advisors, LLC | $31.3M | 640.3K | Reduced | Q1 2026 |
| 13 | MAI Capital Management | $29.3M | 599.3K | Added | Q1 2026 |
| 14 | Geneos Wealth Management Inc. | $28.5M | 631.2K | New | Q4 2025 |
| 15 | EXENCIAL WEALTH ADVISORS, LLC | $28.4M | 580.6K | Reduced | Q1 2026 |
| 16 | Sequoia Financial Advisors, LLC | $23.6M | 482.9K | Reduced | Q1 2026 |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | $23.6M | 482.2K | Added | Q1 2026 |
| 18 | Savant Capital, LLC | $23.2M | 474.7K | Reduced | Q1 2026 |
| 19 | Vise Technologies, Inc. | $20.4M | 452.3K | Held | Q1 2026 |
| 20 | U.S. Capital Wealth Advisors, LLC | $19.5M | 398.8K | Added | Q1 2026 |
| 21 | &PARTNERS | $16.8M | 343.1K | Added | Q1 2026 |
| 22 | MML INVESTORS SERVICES, LLC | $14.5M | 295.8K | Reduced | Q1 2026 |
| 23 | ASPIRIANT, LLC | $13.1M | 267.8K | Added | Q1 2026 |
| 24 | Envestnet Portfolio Solutions, Inc. | $11.4M | 233.2K | Added | Q1 2026 |
| 25 | PRINCIPAL SECURITIES, INC. | $11.2M | 229.2K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 207 funds | $33.6B |
| Apple IncAAPL | 206 funds | $46.5B |
| Nvidia Corp ComNVDA | 206 funds | $39.9B |
| Broadcom LimitedAVGO | 206 funds | $15.8B |
| Jpmorgan Chase & CoJPM | 206 funds | $14.8B |
| Johnson & JohnsonJNJ | 206 funds | $10.3B |
| Exxon Mobil CorporationXOM | 206 funds | $9.0B |
| Chevron CorporationCVX | 206 funds | $6.2B |
| Procter & Gamble CompanyPG | 206 funds | $5.2B |
| Amazon.com IncAMZN | 205 funds | $22.9B |
| GOOGLE INCGOOGL | 205 funds | $21.5B |
| LPHABET INCGOOG | 205 funds | $15.8B |
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 + Form 4 insider transactions + 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.