284 tracked 13F filers disclose a position in FRDM as of the latest SEC 13F filings, a combined $2.2B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $192.8M | 2.6M | ▲+3.7% Added · +94K sh | Q2 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $117.2M | 2.1M | ▲+43% Added · +644K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $106.3M | 1.9M | ▲+23% Added · +365K sh | Q1 2026 | |
| 4 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $114.0M | 1.6M | ▼−14% Reduced · −260K sh | Q2 2026 | |
| 5 | Ellevest, Inc. | $73.1M | 1.0M | ▼−3.1% Reduced · −32K sh | Q2 2026 | |
| 6 | Tanglewood Wealth Management, Inc. | $58.0M | 796K | ▲+0.6% Added · +5K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $43.4M | 794K | ▼−1.4% Reduced · −11K sh | Q1 2026 | |
| 8 | Willis Johnson & Associates, Inc. | $57.4M | 787K | ▼−8.4% Reduced · −72K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $41.9M | 767K | ▲+82% Added · +345K sh | Q1 2026 | |
| 10 | Aptus Capital Advisors, LLC | $48.4M | 664K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 11 | GUARDIAN WEALTH ADVISORS, LLC / NC | $33.4M | 611K | ▼−2.6% Reduced · −16K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $32.3M | 590K | ▲+107% Added · +305K sh | Q1 2026 | |
| 13 | Coyle Financial Counsel LLC | $42.0M | 577K | ▼−1.2% Reduced · −7K sh | Q2 2026 | |
| 14 | Heck Capital Advisors, LLC | $40.6M | 556K | ▼−9.6% Reduced · −59K sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | $34.8M | 477K | ▲+7.8% Added · +34K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $25.8M | 472K | ▲+305% Added · +355K sh | Q1 2026 | |
| 17 | Kathmere Capital Management, LLC | $32.5M | 446K | ▼−8.3% Reduced · −40K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $31.2M | 429K | ▲+33% Added · +105K sh | Q2 2026 | |
| 19 | Investment Planning Advisors, Inc. | $30.0M | 411K | ▼−13% Reduced · −59K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | $22.1M | 404K | ▼−3.5% Reduced · −15K sh | Q1 2026 | |
| 21 | Legacy Financial Advisors, Inc. | $28.8M | 394K | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 22 | First Heartland Consultants, Inc. | $24.4M | 335K | ▼−14% Reduced · −56K sh | Q2 2026 | |
| 23 | Beaumont Financial Advisors, LLC | $22.4M | 308K | ▼−1.7% Reduced · −5K sh | Q2 2026 | |
| 24 | MAYPORT, LLC | $22.4M | 307K | ▲+3.5% Added · +10K sh | Q2 2026 | |
| 25 | OLD MISSION CAPITAL LLC | $15.9M | 290K | ▲+246% Added · +206K 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.
Last quarter, 2 funds opened a new position in FRDM and 21 added to an existing one, while 28 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 159 funds | $22.6B |
| NVIDIA CORPNVDA | 156 funds | $27.0B |
| MICROSOFT CORPMSFT | 153 funds | $18.7B |
| AMAZON.COM INCAMZN | 152 funds | $14.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 149 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 145 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 144 funds | $10.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 143 funds | $4.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 143 funds | $4.5B |
| ISHARES CORE S&P 500 ETFIVV | 141 funds | $28.1B |
| TESLA INCTSLA | 141 funds | $5.0B |
| JOHNSON & JOHNSONJNJ | 141 funds | $4.4B |
Ranked by how many of FRDM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 342 funds | $1.9B |
| FRDMthis pagemc | 284 funds | $2.2B |
| STRVmc | 126 funds | $379.2M |
| BSVOFUND | 122 funds | $2.1B |
| DRLLmc | 93 funds | $35.9M |
| QMOMmc | 66 funds | $191.8M |
| BBLUmc | 65 funds | $136.3M |
| BUXXSTRIVE ENHANCED | 64 funds | $283.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for FRDM
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/FRDM/capital-change-brief"
Use Arkolith's capital_change_brief for FRDM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FRDM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.