103 tracked 13F filers disclose a position in FWD as of the latest SEC 13F filings, a combined $1.7B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $1.1B | 10.6M | ▲+31% Added · +2.5M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $109.5M | 1.0M | ▲+266% Added · +733K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $109.5M | 1.0M | ▲+96% Added · +495K sh | Q1 2026 | |
| 4 | Integrated Wealth Concepts LLC | $73.6M | 497K | ▲+16% Added · +70K sh | Q2 2026 | |
| 5 | Bleakley Financial Group, LLC | $37.9M | 256K | ▲+6.6% Added · +16K sh | Q2 2026 | |
| 6 | GLENMEDE TRUST CO NA | $23.0M | 155K | ▲21× Added · +148K sh | Q2 2026 | |
| 7 | Tulsa Wealth Advisors, INC | $21.4M | 144K | ▲New +144K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $15.2M | 140K | ▲+124% Added · +77K sh | Q1 2026 | |
| 9 | Embree Financial Group | $19.4M | 131K | ▲+13% Added · +15K sh | Q2 2026 | |
| 10 | Private Advisor Group, LLC | $18.3M | 123K | ▲+234% Added · +86K sh | Q2 2026 | |
| 11 | Intrepid Financial Planning Group LLC | $16.3M | 110K | ▲+8.3% Added · +8K sh | Q2 2026 | |
| 12 | KPP Advisory Services LLC | $12.2M | 82K | ▲+12% Added · +9K sh | Q2 2026 | |
| 13 | UBS Group AG | $8.0M | 74K | ▲+183% Added · +48K sh | Q1 2026 | |
| 14 | Quantum Private Wealth, LLC | $10.9M | 73K | ▼−9.8% Reduced · −8K sh | Q2 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.0M | 73K | ▲+33% Added · +18K sh | Q1 2026 | |
| 16 | PMG Wealth Management, Inc. | $9.5M | 64K | ▲+6.5% Added · +4K sh | Q2 2026 | |
| 17 | Concurrent Investment Advisors, LLC | $9.5M | 64K | ▲New +64K sh | Q2 2026 | |
| 18 | Eldridge Investment Advisors, Inc. | $9.4M | 64K | ▲New +64K sh | Q2 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $8.8M | 60K | ▲+200% Added · +40K sh | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $6.3M | 58K | ▲19× Added · +55K sh | Q1 2026 | |
| 21 | BOS Asset Management, LLC | $8.4M | 57K | ▲+22% Added · +10K sh | Q2 2026 | |
| 22 | HighPoint Advisor Group LLC | $7.9M | 53K | ▲+10% Added · +5K sh | Q2 2026 | |
| 23 | Colonial River Investments, LLC | $7.6M | 51K | ▲New +51K sh | Q2 2026 | |
| 24 | StoneCrest Wealth Management, Inc. | $7.2M | 49K | ▼−9.3% Reduced · −5K sh | Q2 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 47K | ▲+61% Added · +18K 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.
Last quarter, 17 funds opened a new position in FWD and 14 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 40 funds | $29.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $3.6B |
| MICROSOFT CORPMSFT | 39 funds | $22.7B |
| APPLE INCAAPL | 39 funds | $21.9B |
| AMAZON.COM INCAMZN | 39 funds | $17.1B |
| BROADCOM INCAVGO | 38 funds | $13.8B |
| ALPHABET INC-CL AGOOGL | 38 funds | $9.5B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $7.2B |
| TESLA INCTSLA | 38 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 38 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 38 funds | $4.3B |
| VANGUARD S&P 500 ETFVOO | 38 funds | $4.0B |
Ranked by how many of FWD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FWDthis pagecommon | 103 funds | $1.7B |
| TAFITAX AWARE SHRT | 94 funds | $1.0B |
| SYFISHORT DURATION H | 84 funds | $720.3M |
| YEARULTRA SHORT INCM | 83 funds | $1.3B |
| HYFIMF Closed and MF Open | 57 funds | $237.3M |
| ILOWMF Closed and MF Open | 54 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $563.9M |
| CAMMF Closed and MF Open | 44 funds | $976.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FWD
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/FWD/capital-change-brief"
Use Arkolith's capital_change_brief for FWD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FWD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.