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/FPX/capital-change-brief"
Use Arkolith's capital_change_brief for FPX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $95.8M | 603K | ▼−8.3% Reduced · −55K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $67.3M | 424K | ▼−8.4% Reduced · −39K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $53.2M | 335K | ▼−1.7% Reduced · −6K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $32.4M | 204K | ▲+43% Added · +62K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $28.5M | 180K | ▼−5.2% Reduced · −10K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $17.9M | 113K | ▲+58% Added · +41K sh | Q1 2026 | |
| 7 | Systelligence, LLC | $21.2M | 103K | ▲+0.8% Added · +784 sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $14.5M | 91K | ▼−8.3% Reduced · −8K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $13.8M | 87K | ▲+3.6% Added · +3K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 83K | ▼−6.3% Reduced · −6K sh | Q1 2026 | |
| 11 | UBS Group AG | $9.2M | 58K | ▲+12% Added · +6K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $8.4M | 53K | ▲+18% Added · +8K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 52K | ▲+9.0% Added · +4K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.6M | 48K | ▲+53% Added · +17K sh | Q1 2026 | |
| 15 | TRUIST FINANCIAL CORP | $6.5M | 41K | ▲+27% Added · +9K sh | Q1 2026 | |
| 16 | OneAscent Financial Services LLC | $5.7M | 36K | ▼−0.6% Reduced · −224 sh | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $5.5M | 35K | ▲+17% Added · +5K sh | Q1 2026 | |
| 18 | D.A. DAVIDSON & CO. | $4.8M | 30K | ▲+6.9% Added · +2K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $4.3M | 27K | ▼−18% Reduced · −6K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $4.0M | 25K | ▲+0.9% Added · +220 sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $3.9M | 25K | ▲+105% Added · +13K sh | Q1 2026 | |
| 22 | Mariner, LLC | $3.9M | 25K | ▲+46% Added · +8K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $3.4M | 21K | ▲+24% Added · +4K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $3.1M | 20K | ▲+1.4% Added · +266 sh | Q1 2026 | |
| 25 | Western Wealth Management, LLC | $3.0M | 19K | ▼−0.2% Reduced · −35 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 | 74 funds | $20.6B |
| NVIDIA CORPNVDA | 74 funds | $20.0B |
| ISHARES CORE S&P 500 ETFIVV | 74 funds | $18.0B |
| MICROSOFT CORPMSFT | 74 funds | $15.7B |
| AMAZON.COM INCAMZN | 74 funds | $12.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 74 funds | $12.2B |
| ALPHABET INC-CL AGOOGL | 74 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 74 funds | $7.3B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 74 funds | $7.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 74 funds | $5.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $5.1B |
Ranked by how many of FPX'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 FPX. 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.