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/FVAL/capital-change-brief"
Use Arkolith's capital_change_brief for FVAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $118.0M | 1.7M | ▲+9.7% Added · +150K sh | Q1 2026 | |
| 2 | FMR LLC | $116.9M | 1.7M | ▲+1.7% Added · +29K sh | Q1 2026 | |
| 3 | High Probability Advisors, LLC | $34.6M | 444K | ▲+4.5% Added · +19K sh | Q2 2026 | |
| 4 | Dynamic Advisor Solutions LLC | $25.9M | 332K | ▲+12% Added · +36K sh | Q2 2026 | |
| 5 | ROYAL BANK OF CANADA | $20.9M | 301K | ▲+0.3% Added · +757 sh | Q1 2026 | |
| 6 | LPL Financial LLC | $20.1M | 290K | ▼−12% Reduced · −41K sh | Q1 2026 | |
| 7 | MAI Capital Management | $19.9M | 287K | ▲+4.0% Added · +11K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $19.5M | 282K | ▲+9.5% Added · +24K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $17.2M | 248K | ▼−1.3% Reduced · −3K sh | Q1 2026 | |
| 10 | Merit Financial Group, LLC | $15.7M | 227K | ▼−32% Reduced · −106K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $14.8M | 214K | ▼−10% Reduced · −25K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $13.9M | 207K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $12.0M | 173K | ▼−8.7% Reduced · −16K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $10.2M | 147K | ▼−25% Reduced · −49K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $9.1M | 132K | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 16 | Avidian Wealth Enterprises, LLC | $8.8M | 127K | ▲43× Added · +124K sh | Q1 2026 | |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.1M | 117K | ▲+0.8% Added · +970 sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $7.5M | 111K | ▲+59% Added · +41K sh | Q1 2026 | |
| 19 | SAX WEALTH ADVISORS, LLC | $7.7M | 111K | ▼−2.8% Reduced · −3K sh | Q2 2026 | |
| 20 | Creative Planning | $7.4M | 107K | ▲+4.0% Added · +4K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $3.7M | 54K | ▲+7.4% Added · +4K sh | Q1 2026 | |
| 22 | Certified Advisory Corp | $3.9M | 50K | ▲+309% Added · +38K sh | Q2 2026 | |
| 23 | Empowered Funds, LLC | $3.3M | 48K | ▲New +48K sh | Q1 2026 | |
| 24 | Cambria Investment Management, L.P. | $3.3M | 48K | ▼−33% Reduced · −23K sh | Q1 2026 | |
| 25 | SteelPeak Wealth, LLC | $3.3M | 42K | ▲New +42K 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 |
|---|---|---|
| APPLE INCAAPL | 53 funds | $16.6B |
| ISHARES CORE S&P 500 ETFIVV | 53 funds | $14.6B |
| NVIDIA CORPNVDA | 53 funds | $14.0B |
| MICROSOFT CORPMSFT | 53 funds | $12.7B |
| AMAZON.COM INCAMZN | 53 funds | $9.7B |
| ALPHABET INC-CL AGOOGL | 53 funds | $8.5B |
| VANGUARD S&P 500 ETFVOO | 53 funds | $8.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $8.4B |
| VANGUARD GROWTH ETFVUG | 53 funds | $6.2B |
| BROADCOM INCAVGO | 53 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 53 funds | $5.8B |
| VANGUARD VALUE ETFVTV | 53 funds | $5.4B |
Ranked by how many of FVAL'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 FVAL. 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.