| # | 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 | $46.4M | 427K | ▲+21% Added · +74K sh | Q1 2026 | |
| 5 | Bleakley Financial Group, LLC | $26.0M | 240K | ▲+538% Added · +202K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $15.2M | 140K | ▲+124% Added · +77K sh | Q1 2026 | |
| 7 | Embree Financial Group | $19.4M | 131K | ▲+13% Added · +15K sh | Q2 2026 | |
| 8 | UBS Group AG | $8.0M | 74K | ▲+183% Added · +48K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.0M | 73K | ▲+33% Added · +18K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $6.3M | 58K | ▲19× Added · +55K sh | Q1 2026 | |
| 11 | BOS Asset Management, LLC | $8.4M | 57K | ▲+22% Added · +10K sh | Q2 2026 | |
| 12 | StoneCrest Wealth Management, Inc. | $7.2M | 49K | ▼−9.3% Reduced · −5K sh | Q2 2026 | |
| 13 | HighPoint Advisor Group LLC | $5.2M | 48K | ▲New +48K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 47K | ▲+61% Added · +18K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $4.0M | 37K | ▲+117% Added · +20K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 35K | ▲+21% Added · +6K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $3.2M | 29K | ▲+14% Added · +4K sh | Q1 2026 | |
| 18 | VestGen Advisors, LLC | $3.9M | 29K | ▲New +29K sh | Q1 2026 | |
| 19 | CWM, LLC | $2.8M | 26K | ▼−1.1% Reduced · −299 sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | $2.7M | 25K | ▲+27% Added · +5K sh | Q1 2026 | |
| 21 | Anderson Financial Strategies, LLC | $2.8M | 21K | ▼−4.4% Reduced · −993 sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $2.2M | 20K | ▲+62% Added · +8K sh | Q1 2026 | |
| 23 | Kingsview Wealth Management, LLC | $2.0M | 19K | ▼−38% Reduced · −11K sh | Q1 2026 | |
| 24 | Cornerstone Wealth Management, LLC | $2.0M | 18K | ▲New +18K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $1.8M | 16K | ▲+3.2% Added · +512 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 |
|---|---|---|
| APPLE INCAAPL | 21 funds | $9.6B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $8.1B |
| NVIDIA CORPNVDA | 21 funds | $7.5B |
| MICROSOFT CORPMSFT | 21 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $6.2B |
| AMAZON.COM INCAMZN | 21 funds | $5.1B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $3.4B |
| BROADCOM INCAVGO | 21 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 21 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 21 funds | $3.3B |
Ranked by how many of FWD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 70 funds | $963.3M |
| SYFISHORT DURATION H | 60 funds | $689.5M |
| FWDthis pageSTOK | 58 funds | $1.5B |
| YEARULTRA SHORT INCM | 58 funds | $1.2B |
| ILOWMF Closed and MF Open | 41 funds | $1.6B |
| TAFMTAX AWARE INTERM | 39 funds | $485.8M |
| HYFIMF Closed and MF Open | 38 funds | $247.2M |
| CAMFUND | 36 funds | $959.4M |
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.
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.