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/FNDX/capital-change-brief"
Use Arkolith's capital_change_brief for FNDX. 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 | $11.7B | 419.4M | ▲+1.4% Added · +6.0M sh | Q1 2026 | |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $346.9M | 12.5M | ▲+50% Added · +4.2M sh | Q1 2026 | |
| 3 | McAdam, LLC | $261.0M | 9.4M | ▲+2.1% Added · +190K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $227.4M | 8.2M | ▼−3.8% Reduced · −324K sh | Q1 2026 | |
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $232.4M | 7.5M | ▼−11% Reduced · −952K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $184.4M | 6.6M | ▲+28% Added · +1.5M sh | Q1 2026 | |
| 7 | Steele Capital Management, Inc. | $175.5M | 6.3M | ▲+3.1% Added · +187K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $162.2M | 5.8M | ▲+13% Added · +674K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $151.4M | 5.4M | ▲+4.1% Added · +214K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $108.4M | 3.9M | ▲+2.9% Added · +109K sh | Q1 2026 | |
| 11 | Charles Schwab Trust Co | $112.2M | 3.6M | ▲+12% Added · +388K sh | Q2 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $87.6M | 3.1M | ▲+0.4% Added · +13K sh | Q1 2026 | |
| 13 | AlphaCore Capital LLC | $85.0M | 3.1M | ▼−13% Reduced · −443K sh | Q1 2026 | |
| 14 | QUADRANT CAPITAL GROUP LLC | $75.3M | 2.7M | ▼−14% Reduced · −438K sh | Q1 2026 | |
| 15 | Gemmer Asset Management LLC | $83.6M | 2.7M | ▲+0.2% Added · +5K sh | Q2 2026 | |
| 16 | Bank of New York Mellon Corp | $73.2M | 2.6M | ▲+4.0% Added · +101K sh | Q1 2026 | |
| 17 | Clark Capital Management Group, Inc. | $69.5M | 2.5M | ▲+1.3% Added · +33K sh | Q1 2026 | |
| 18 | Creative Planning | $60.4M | 2.2M | ▲+2.2% Added · +47K sh | Q1 2026 | |
| 19 | UBS Group AG | $59.8M | 2.1M | ▼−8.4% Reduced · −196K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $56.6M | 2.0M | ▼−0.8% Reduced · −16K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $56.4M | 2.0M | ▲+4.5% Added · +88K sh | Q1 2026 | |
| 22 | DAVENPORT & Co LLC | $60.9M | 2.0M | ▲+77% Added · +854K sh | Q2 2026 | |
| 23 | Focus Partners Wealth | $41.1M | 1.5M | ▼−1.5% Reduced · −23K sh | Q1 2026 | |
| 24 | Resonant Capital Advisors, LLC | $40.8M | 1.5M | ▲+7.1% Added · +97K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $36.2M | 1.3M | ▼−37% Reduced · −757K 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 | 207 funds | $45.0B |
| NVIDIA CORPNVDA | 207 funds | $42.5B |
| ISHARES CORE S&P 500 ETFIVV | 207 funds | $40.3B |
| MICROSOFT CORPMSFT | 206 funds | $32.5B |
| AMAZON.COM INCAMZN | 205 funds | $23.6B |
| ALPHABET INC-CL AGOOGL | 205 funds | $21.2B |
| ALPHABET INC-CL CGOOG | 205 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 205 funds | $15.5B |
| ELI LILLY & COLLY | 205 funds | $9.1B |
| VISA INC-CLASS A SHARESV | 205 funds | $8.0B |
| CHEVRON CORPCVX | 205 funds | $6.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 204 funds | $31.9B |
Ranked by how many of FNDX'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 FNDX. 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.