| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $276.3M | 10.3M | ▲254× Added · +10.2M sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | $31.2M | 1.2M | ▼−13% Reduced · −179K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $25.9M | 963K | ▲+17% Added · +140K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.9M | 850K | ▲+4.2% Added · +35K sh | Q1 2026 | |
| 5 | TRUEFG, LLC | $20.7M | 707K | ▲+2.3% Added · +16K sh | Q2 2026 | |
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | $18.9M | 701K | ▼−19% Reduced · −160K sh | Q1 2026 | |
| 7 | MAI Capital Management | $18.6M | 690K | ▲+14% Added · +83K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $15.8M | 588K | ▲+41% Added · +171K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $15.5M | 575K | ▲+83% Added · +260K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 553K | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 11 | Pure Financial Advisors, LLC | $10.4M | 387K | ▼−2.8% Reduced · −11K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $10.2M | 378K | ▼−12% Reduced · −53K sh | Q1 2026 | |
| 13 | DIVERSIFY WEALTH MANAGEMENT, LLC | $9.5M | 330K | ▲+49% Added · +109K sh | Q1 2026 | |
| 14 | Marotta Asset Management | $8.0M | 272K | ▲+7.5% Added · +19K sh | Q2 2026 | |
| 15 | AE Wealth Management LLC | $6.7M | 247K | ▼−85% Reduced · −1.4M sh | Q1 2026 | |
| 16 | Rehmann Capital Advisory Group | $6.5M | 240K | ▲+3.6% Added · +8K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $6.3M | 234K | ▼−11% Reduced · −30K sh | Q1 2026 | |
| 18 | Heck Capital Advisors, LLC | $6.7M | 230K | ▼−2.7% Reduced · −6K sh | Q2 2026 | |
| 19 | Dynamic Advisor Solutions LLC | $6.4M | 218K | ▲+4.6% Added · +10K sh | Q2 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $5.8M | 216K | ▼−7.5% Reduced · −17K sh | Q1 2026 | |
| 21 | AGF MANAGEMENT LTD | $5.7M | 213K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 22 | Creative Planning | $5.7M | 212K | ▼−5.5% Reduced · −12K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $4.9M | 182K | ▲+9.0% Added · +15K sh | Q1 2026 | |
| 24 | RFG Advisory, LLC | $4.9M | 168K | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | $4.2M | 156K | ▲+6.0% Added · +9K 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 | 59 funds | $19.6B |
| ISHARES CORE S&P 500 ETFIVV | 59 funds | $19.3B |
| NVIDIA CORPNVDA | 59 funds | $17.2B |
| MICROSOFT CORPMSFT | 59 funds | $15.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $12.5B |
| AMAZON.COM INCAMZN | 59 funds | $11.6B |
| ALPHABET INC-CL AGOOGL | 59 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 59 funds | $7.3B |
| BROADCOM INCAVGO | 59 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 59 funds | $6.7B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $6.1B |
| ELI LILLY & COLLY | 59 funds | $5.1B |
Ranked by how many of FREL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/FREL/capital-change-brief"
Use Arkolith's capital_change_brief for FREL. 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 FREL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.