FRWD

Nomura TRNSFRMTL Tchnlgy ETFETF$32.32 0.72%
UnclassifiedCUSIP 555927862· EOD Sep 8, 2026

Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position).

Tracked 13F holders
6
13F value (tracked)
$52.3M
13F moves · latest Q
2 added
0 reduced

Price & smart-money activity

$32.32 0.72%1Y +29.7%
$20.60$24.32$28.04$31.77$35.49Jan 2026MarAprJunJulSep
Hover for who · click for detailEnd-of-day closing prices52w $21.62 – $34.47

Who owns FRWD?

6 tracked 13F filers · ranked by shares held

6 tracked 13F filers disclose a position in FRWD as of the latest SEC 13F filings, a combined $52.3M 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.

#FundSharesPosition valueLast moveAs ofHistory
1LPL Financial LLC2.2M
$49.7M
New
+2.2M sh
Q1 2026
2Truist Financial Corp32K
$733K
New
+32K sh
Q1 2026
3Envestnet Asset Management Inc32K
$717K
New
+32K sh
Q1 2026
4Citadel Advisors LLC23K
$774K
New
+23K sh
Q2 2026
5Auxano Advisors, LLC11K
$367K
New
+11K sh
Q2 2026
6Nova Wealth Management, Inc.361
$12K
New
+361 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.

Is FRWD being bought or sold by institutions?

Last quarter, 2 funds opened a new position in FRWD, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FRWD also own

CompanyCo-held byTheir position there
Ishares Core S&P 500 ETFIVV2 funds$13.2B
Amazon.com IncAMZN2 funds$2.6B
Nvidia CorpNVDA2 funds$2.4B
Apple IncAAPL2 funds$2.2B
Microsoft CorpMSFT2 funds$1.5B
Eli Lilly & CoLLY2 funds$1.1B
Broadcom IncAVGO2 funds$1.1B
Alphabet Inc-CL AGOOGL2 funds$1.1B
Advanced Micro DevicesAMD2 funds$930.1M
Alphabet Inc-CL CGOOG2 funds$902.6M
Abbvie IncABBV2 funds$798.7M
Applied Materials IncAMAT2 funds$781.9M

Ranked by how many of FRWD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FRWD.

Share classes

Class13F holdersValue held
EMEQOTHER50 funds$357.2M
LRGGFOCUSED LARGE GR19 funds$150.6M
HTAXNATIONAL HIGH YL7 funds$24.9M
FRWDthis pageTRANSFORMATIONAL6 funds$52.3M
EXUSFOCUSED INTERNAT3 funds$30.1M
555927300TAX FREE USA SRT3 funds$6.4M
BILDGLOBAL LISTED IN3 funds$512K
555927201ENERGY TRANSITIO2 funds$1.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for FRWD

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Ask your agent what changed in FRWD

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FRWD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FRWD.
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 FRWD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.