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/FTRB/capital-change-brief"
Use Arkolith's capital_change_brief for FTRB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | $71.5M | 2.8M | ▲+7.8% Added · +205K sh | Q1 2026 | |
| 2 | TRUIST FINANCIAL CORP | $64.2M | 2.6M | ▲82× Added · +2.5M sh | Q1 2026 | |
| 3 | BENJAMIN EDWARDS INC | $36.7M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $32.2M | 1.3M | ▲+18% Added · +198K sh | Q1 2026 | |
| 5 | Broadway Wealth Solutions, Inc. | $29.2M | 1.2M | ▲+4.3% Added · +48K sh | Q2 2026 | |
| 6 | Retirement Planning Group, LLC | $21.5M | 854K | ▼−14% Reduced · −136K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $20.3M | 807K | ▼−1.9% Reduced · −16K sh | Q1 2026 | |
| 8 | Schneider Downs Wealth Management Advisors, LP | $13.1M | 520K | ▲+14% Added · +65K sh | Q1 2026 | |
| 9 | GTS FINANCIAL, LLC | $12.5M | 501K | ▲New +501K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $11.6M | 462K | ▲+9.7% Added · +41K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $11.1M | 442K | ▼−20% Reduced · −107K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.6M | 306K | ▲+31% Added · +72K sh | Q2 2026 | |
| 13 | Integrated Wealth Concepts LLC | $5.3M | 212K | ▲New +212K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 184K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 15 | &PARTNERS | $2.5M | 101K | ▲+13% Added · +11K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $2.4M | 94K | ▲+10% Added · +9K sh | Q1 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 79K | ▲+7.1% Added · +5K sh | Q1 2026 | |
| 18 | Cedrus Wealth Group LLC | $1.9M | 74K | ▲+5.5% Added · +4K sh | Q1 2026 | |
| 19 | First Citizens Financial Corp | $614K | 24K | ▲+13% Added · +3K sh | Q2 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $496K | 20K | ▼−18% Reduced · −4K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $385K | 15K | ▼−9.3% Reduced · −2K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $369K | 15K | ▼−4.6% Reduced · −712 sh | Q1 2026 | |
| 23 | Towerpoint Wealth, LLC | $302K | 12K | —Held | Q2 2026 | |
| 24 | Rehmann Capital Advisory Group | $233K | 9K | ▲New +9K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $91K | 4K | —Held | 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $5.5B |
| APPLE INCAAPL | 10 funds | $2.9B |
| MICROSOFT CORPMSFT | 10 funds | $2.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 10 funds | $2.5B |
| NVIDIA CORPNVDA | 10 funds | $2.5B |
| AMAZON.COM INCAMZN | 10 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.9B |
| VANGUARD S&P 500 ETFVOO | 10 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.4B |
| ISHARES CORE MSCI EAFE ETFIEFA | 10 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.1B |
Ranked by how many of FTRB'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 FTRB. 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.