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/FQAL/capital-change-brief"
Use Arkolith's capital_change_brief for FQAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $512.8M | 7.1M | ▲+27% Added · +1.5M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $96.1M | 1.3M | ▲+7.7% Added · +95K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $65.3M | 900K | ▲+34% Added · +226K sh | Q1 2026 | |
| 4 | Orgel Wealth Management, LLC | $72.1M | 886K | ▼−1.6% Reduced · −14K sh | Q2 2026 | |
| 5 | High Probability Advisors, LLC | $27.8M | 342K | ▲+4.6% Added · +15K sh | Q2 2026 | |
| 6 | JPMORGAN CHASE & CO | $18.5M | 262K | ▲+5.6% Added · +14K sh | Q1 2026 | |
| 7 | SMITH CHAS P & ASSOCIATES PA CPAS | $13.1M | 180K | ▲+0.2% Added · +403 sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $12.4M | 171K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 9 | BEACON FINANCIAL GROUP | $10.5M | 130K | ▼−7.3% Reduced · −10K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $9.4M | 129K | ▲+132% Added · +73K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 123K | ▼−17% Reduced · −26K sh | Q1 2026 | |
| 12 | SAGESPRING WEALTH PARTNERS, LLC | $8.3M | 115K | ▼−4.1% Reduced · −5K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $7.9M | 109K | ▲+27% Added · +23K sh | Q1 2026 | |
| 14 | PRINCIPAL SECURITIES, INC. | $5.9M | 81K | ▼−25% Reduced · −28K sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.7M | 78K | ▲+0.1% Added · +124 sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $4.9M | 68K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.8M | 66K | ▲+4.2% Added · +3K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $4.7M | 64K | ▼−49% Reduced · −62K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $4.6M | 64K | ▲+40% Added · +18K sh | Q1 2026 | |
| 20 | OmniStar Financial Group, Inc. | $3.6M | 50K | ▲+120% Added · +27K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $3.5M | 48K | ▼−7.1% Reduced · −4K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $3.3M | 45K | ▲New +45K sh | Q1 2026 | |
| 23 | Allworth Financial LP | $2.8M | 39K | ▲+1.7% Added · +659 sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $2.6M | 36K | ▲+0.4% Added · +157 sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 34K | ▲+23% Added · +6K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 49 funds | $17.9B |
| APPLE INCAAPL | 49 funds | $16.3B |
| MICROSOFT CORPMSFT | 49 funds | $12.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $10.3B |
| AMAZON.COM INCAMZN | 49 funds | $9.6B |
| ALPHABET INC-CL AGOOGL | 49 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 49 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 49 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $4.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 49 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 49 funds | $3.4B |
Ranked by how many of FQAL'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 FQAL. 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.