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/FVD/capital-change-brief"
Use Arkolith's capital_change_brief for FVD. 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 | $853.5M | 18.1M | ▼−5.0% Reduced · −959K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $790.9M | 16.8M | ▼−2.3% Reduced · −390K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $251.4M | 5.3M | ▼−9.7% Reduced · −573K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $248.9M | 5.3M | ▼−5.2% Reduced · −288K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $242.8M | 5.2M | ▼−5.6% Reduced · −306K sh | Q1 2026 | |
| 6 | UBS Group AG | $158.8M | 3.4M | ▼−12% Reduced · −441K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $154.6M | 3.3M | ▼−12% Reduced · −448K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $153.9M | 3.3M | ▲+16% Added · +442K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $102.1M | 2.2M | ▼−6.5% Reduced · −150K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $95.7M | 2.0M | ▼−11% Reduced · −244K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $93.3M | 2.0M | ▼−1.8% Reduced · −37K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $87.4M | 1.9M | ▼−29% Reduced · −759K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $73.7M | 1.6M | ▼−1.9% Reduced · −31K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $60.3M | 1.3M | ▼−1.1% Reduced · −14K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $40.7M | 865K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $39.1M | 830K | ▼−5.7% Reduced · −50K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $37.9M | 813K | ▲+72% Added · +339K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $33.3M | 708K | ▼−1.3% Reduced · −9K sh | Q1 2026 | |
| 19 | Prospera Financial Services Inc | $28.8M | 598K | ▼−3.1% Reduced · −19K sh | Q2 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $27.6M | 596K | ▲+10% Added · +55K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $27.0M | 574K | ▲+21% Added · +99K sh | Q1 2026 | |
| 22 | BENJAMIN EDWARDS INC | $26.1M | 554K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $25.3M | 537K | ▼−6.0% Reduced · −34K sh | Q1 2026 | |
| 24 | PARK NATIONAL CORP /OH/ | $24.4M | 507K | ▲+2.6% Added · +13K sh | Q2 2026 | |
| 25 | D.A. DAVIDSON & CO. | $23.6M | 502K | ▲+0.2% Added · +818 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 | 177 funds | $37.0B |
| MICROSOFT CORPMSFT | 177 funds | $30.0B |
| ALPHABET INC-CL CGOOG | 177 funds | $13.8B |
| JPMORGAN CHASE & COJPM | 177 funds | $13.7B |
| EXXON MOBIL CORPXOM | 177 funds | $8.0B |
| JOHNSON & JOHNSONJNJ | 177 funds | $7.7B |
| WALMART INCWMT | 177 funds | $7.1B |
| CHEVRON CORPCVX | 177 funds | $5.2B |
| ABBVIE INCABBV | 177 funds | $5.2B |
| PROCTER & GAMBLE CO/THEPG | 177 funds | $4.3B |
| INTL BUSINESS MACHINES CORPIBM | 177 funds | $2.8B |
| APPLE INCAAPL | 176 funds | $40.4B |
Ranked by how many of FVD'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 FVD. 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.