| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $29.1M | 1.0M | ▲+6.8% Added · +65K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $16.2M | 570K | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 3 | TCP Asset Management, LLC | $17.8M | 563K | ▲+3.6% Added · +20K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | $14.2M | 498K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 5 | UBS Group AG | $3.4M | 120K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 6 | BENJAMIN EDWARDS INC | $2.3M | 81K | ▼−4.5% Reduced · −4K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $2.2M | 78K | ▼−0.4% Reduced · −329 sh | Q1 2026 | |
| 8 | Chicago Partners Investment Group LLC | $2.3M | 77K | ▼−4.5% Reduced · −4K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 50K | ▲+17% Added · +7K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $1.4M | 50K | ▼−67% Reduced · −100K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $1.3M | 47K | ▲+35% Added · +12K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.3M | 45K | ▼−5.0% Reduced · −2K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $955K | 34K | ▼−28% Reduced · −13K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $587K | 21K | ▲+10% Added · +2K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $493K | 17K | ▼−3.0% Reduced · −528 sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $480K | 17K | ▲+0.1% Added · +23 sh | Q1 2026 | |
| 17 | Harvest Investment Services, LLC | $423K | 15K | ▼−2.6% Reduced · −392 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $393K | 14K | ▼−24% Reduced · −4K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $377K | 13K | ▲+36% Added · +4K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $372K | 13K | ▼−0.6% Reduced · −77 sh | Q1 2026 | |
| 21 | Jaffetilchin Investment Partners, LLC | $354K | 12K | ▼−18% Reduced · −3K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $344K | 12K | ▼−75% Reduced · −37K sh | Q1 2026 | |
| 23 | AE Wealth Management LLC | $332K | 12K | ▼−88% Reduced · −82K sh | Q1 2026 | |
| 24 | Gateway Wealth Partners, LLC | $308K | 11K | ▲New +11K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $298K | 10K | ▼−14% Reduced · −2K 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 | 21 funds | $6.9B |
| NVIDIA CORPNVDA | 21 funds | $6.0B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $5.2B |
| MICROSOFT CORPMSFT | 21 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $4.4B |
| AMAZON.COM INCAMZN | 21 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 21 funds | $3.5B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $3.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $2.7B |
| BROADCOM INCAVGO | 21 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 21 funds | $2.0B |
Ranked by how many of FRI'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/FRI/capital-change-brief"
Use Arkolith's capital_change_brief for FRI. 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 FRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.