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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $139.3M | 2.5M | ▲+5.5% Added · +133K sh | Q1 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 | Willis Johnson & Associates, Inc. | $47.0M | 859K | ▼−15% Reduced · −152K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $43.4M | 794K | ▼−1.4% Reduced · −11K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $41.9M | 767K | ▲+82% Added · +345K sh | Q1 2026 | |
| 7 | Aptus Capital Advisors, LLC | $36.2M | 662K | ▼−1.2% Reduced · −8K sh | Q1 2026 | |
| 8 | GUARDIAN WEALTH ADVISORS, LLC / NC | $33.4M | 611K | ▼−2.6% Reduced · −16K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $32.3M | 590K | ▲+107% Added · +305K sh | Q1 2026 | |
| 10 | Heck Capital Advisors, LLC | $40.6M | 556K | ▼−9.6% Reduced · −59K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $25.8M | 472K | ▲+305% Added · +355K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $24.2M | 443K | ▲+19% Added · +69K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $22.1M | 404K | ▼−3.5% Reduced · −15K sh | Q1 2026 | |
| 14 | First Heartland Consultants, Inc. | $24.4M | 335K | ▼−14% Reduced · −56K sh | Q2 2026 | |
| 15 | Integrated Wealth Concepts LLC | $17.7M | 323K | ▲+154% Added · +196K sh | Q1 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $15.9M | 290K | ▲+246% Added · +206K sh | Q1 2026 | |
| 17 | GTS SECURITIES LLC | $14.1M | 258K | ▲35× Added · +250K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $13.9M | 255K | ▲+115% Added · +136K sh | Q1 2026 | |
| 19 | ENZI WEALTH | $17.0M | 249K | ▼−15% Reduced · −44K sh | Q2 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $13.3M | 249K | ▲+83% Added · +113K sh | Q1 2026 | |
| 21 | WCG Wealth Advisors LLC | $13.6M | 249K | ▼−3.2% Reduced · −8K sh | Q1 2026 | |
| 22 | Yardley Wealth Management LLC | $17.7M | 243K | ▼−12% Reduced · −33K sh | Q2 2026 | |
| 23 | ADAMSBROWN WEALTH CONSULTANTS LLC | $17.7M | 242K | ▲+5.9% Added · +14K sh | Q2 2026 | |
| 24 | Intelligence Driven Advisers, LLC | $12.6M | 230K | ▼−33% Reduced · −116K sh | Q1 2026 | |
| 25 | Longview Financial Advisors, Inc. | $13.5M | 185K | ▲+4.0% Added · +7K sh | Q2 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 | $20.4B |
| NVIDIA CORPNVDA | 74 funds | $19.7B |
| MICROSOFT CORPMSFT | 74 funds | $15.0B |
| AMAZON.COM INCAMZN | 74 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 74 funds | $11.2B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $7.3B |
| BROADCOM INCAVGO | 74 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 74 funds | $7.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $5.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 74 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 74 funds | $4.7B |
| EXXON MOBIL CORPXOM | 74 funds | $4.3B |
Ranked by how many of FRDM'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 FRDM. 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.