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/FSMD/capital-change-brief"
Use Arkolith's capital_change_brief for FSMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $754.2M | 16.9M | ▲+4.2% Added · +684K sh | Q1 2026 | |
| 2 | Retirement Planning Group, LLC | $231.0M | 5.2M | ▲+28% Added · +1.1M sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $147.6M | 3.3M | ▲+8.1% Added · +248K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $94.3M | 2.1M | ▲+7.8% Added · +153K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $57.1M | 1.3M | ▲+12% Added · +142K sh | Q1 2026 | |
| 6 | Kestra Investment Management, LLC | $55.0M | 1.2M | ▼−2.1% Reduced · −27K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $54.5M | 1.2M | ▲+11% Added · +119K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | $37.6M | 842K | ▲+95% Added · +409K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $34.6M | 775K | ▲+48% Added · +252K sh | Q1 2026 | |
| 10 | Atria Investments, Inc | $33.9M | 759K | ▲+97% Added · +373K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $26.0M | 581K | ▼−3.8% Reduced · −23K sh | Q1 2026 | |
| 12 | Advocacy Wealth Management, LLC | $25.4M | 569K | ▲+4.3% Added · +23K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $25.0M | 558K | ▲+14% Added · +70K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $19.4M | 434K | ▲+72% Added · +182K sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.5M | 414K | ▲+21% Added · +71K sh | Q1 2026 | |
| 16 | OneDigital Investment Advisors LLC | $18.3M | 410K | ▲+122% Added · +225K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $12.7M | 284K | ▼−23% Reduced · −86K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $9.1M | 203K | ▼−0.4% Reduced · −757 sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $8.8M | 196K | ▲+0.4% Added · +800 sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | $6.7M | 150K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $6.4M | 143K | ▼−16% Reduced · −27K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $6.2M | 138K | ▲+130% Added · +78K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 85K | ▼−3.3% Reduced · −3K sh | Q1 2026 | |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.7M | 82K | ▲+7.5% Added · +6K sh | Q1 2026 | |
| 25 | Fortitude Financial, LLC | $4.2M | 79K | ▼−9.5% Reduced · −8K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 65 funds | $21.3B |
| ISHARES CORE S&P 500 ETFIVV | 65 funds | $18.9B |
| MICROSOFT CORPMSFT | 65 funds | $16.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $12.9B |
| ALPHABET INC-CL AGOOGL | 65 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 65 funds | $7.9B |
| ALPHABET INC-CL CGOOG | 65 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $7.2B |
| VANGUARD VALUE ETFVTV | 65 funds | $4.5B |
| ELI LILLY & COLLY | 65 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 65 funds | $4.2B |
| WALMART INCWMT | 65 funds | $4.2B |
Ranked by how many of FSMD'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 FSMD. 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.