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/FTA/capital-change-brief"
Use Arkolith's capital_change_brief for FTA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $166.8M | 1.8M | ▼−10% Reduced · −203K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $98.9M | 1.1M | ▲+6.9% Added · +69K sh | Q1 2026 | |
| 3 | UBS Group AG | $89.4M | 968K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $37.1M | 401K | ▲~0% Added · +9 sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $36.1M | 391K | ▲+13% Added · +44K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $31.9M | 345K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $27.6M | 299K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $27.3M | 295K | ▲+24% Added · +58K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $18.3M | 198K | ▲19× Added · +188K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $18.2M | 197K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 11 | Kingsview Wealth Management, LLC | $16.3M | 177K | ▼−7.8% Reduced · −15K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $14.4M | 156K | ▲+57% Added · +57K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | $13.3M | 144K | ▼−4.7% Reduced · −7K sh | Q1 2026 | |
| 14 | ASSETMARK, INC | $12.8M | 139K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $11.9M | 129K | ▼−3.4% Reduced · −5K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $10.8M | 117K | ▼−14% Reduced · −19K sh | Q1 2026 | |
| 17 | BENJAMIN EDWARDS INC | $9.7M | 105K | ▲+11% Added · +10K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $9.5M | 102K | ▲+21% Added · +18K sh | Q1 2026 | |
| 19 | IHT Wealth Management, LLC | $7.4M | 80K | ▼−8.7% Reduced · −8K sh | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $7.0M | 76K | ▼−24% Reduced · −25K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $7.0M | 76K | ▲+145% Added · +45K sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $6.5M | 70K | ▼−8.4% Reduced · −6K sh | Q1 2026 | |
| 23 | Vestmark Advisory Solutions, Inc. | $6.5M | 70K | ▼−27% Reduced · −26K sh | Q1 2026 | |
| 24 | Gateway Wealth Partners, LLC | $6.4M | 69K | ▲+104% Added · +35K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $6.4M | 69K | ▲+19% Added · +11K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 82 funds | $20.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 82 funds | $13.4B |
| ALPHABET INC-CL AGOOGL | 82 funds | $11.1B |
| BROADCOM INCAVGO | 82 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 82 funds | $8.2B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $7.7B |
| ALPHABET INC-CL CGOOG | 82 funds | $7.1B |
| EXXON MOBIL CORPXOM | 82 funds | $4.6B |
| COSTCO WHOLESALE CORPCOST | 82 funds | $4.6B |
| VISA INC-CLASS A SHARESV | 82 funds | $4.5B |
| TESLA INCTSLA | 82 funds | $3.8B |
| MASTERCARD INC - AMA | 82 funds | $2.8B |
Ranked by how many of FTA'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 FTA. 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.