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/FXL/capital-change-brief"
Use Arkolith's capital_change_brief for FXL. 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 | $108.2M | 681K | ▼−0.8% Reduced · −6K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $89.5M | 563K | ▼−2.3% Reduced · −13K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $71.1M | 447K | ▼−11% Reduced · −57K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $68.9M | 434K | ▲+8.6% Added · +34K sh | Q1 2026 | |
| 5 | UBS Group AG | $26.5M | 167K | ▲+15% Added · +22K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $20.1M | 126K | ▼−2.7% Reduced · −4K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $17.5M | 110K | ▼−5.1% Reduced · −6K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $15.9M | 100K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $15.0M | 95K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $14.8M | 93K | ▲+5.0% Added · +4K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $13.8M | 87K | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $12.9M | 81K | ▼−4.1% Reduced · −4K sh | Q1 2026 | |
| 13 | Vestmark Advisory Solutions, Inc. | $12.4M | 78K | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 14 | MAI Capital Management | $10.6M | 66K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 15 | RVW Wealth, LLC | $13.9M | 64K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $9.2M | 58K | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $8.8M | 55K | ▼−19% Reduced · −13K sh | Q1 2026 | |
| 18 | Choice Wealth Advisors LLC | $11.1M | 51K | ▼−11% Reduced · −6K sh | Q2 2026 | |
| 19 | Creative Planning | $7.6M | 48K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 20 | D.A. DAVIDSON & CO. | $6.3M | 40K | ▼−4.5% Reduced · −2K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 35K | ▼−23% Reduced · −10K sh | Q1 2026 | |
| 22 | Waverly Advisors, LLC | $5.1M | 32K | ▼−0.4% Reduced · −125 sh | Q1 2026 | |
| 23 | IHT Wealth Management, LLC | $5.0M | 31K | ▼−0.3% Reduced · −100 sh | Q1 2026 | |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.8M | 30K | ▼−3.3% Reduced · −1K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $4.2M | 27K | ▼−5.2% Reduced · −1K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 86 funds | $19.7B |
| NVIDIA CORPNVDA | 86 funds | $18.7B |
| MICROSOFT CORPMSFT | 86 funds | $17.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 86 funds | $16.1B |
| VANGUARD S&P 500 ETFVOO | 86 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 86 funds | $7.9B |
| META PLATFORMS INC-CLASS AMETA | 86 funds | $6.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 86 funds | $6.7B |
| VANGUARD VALUE ETFVTV | 86 funds | $6.4B |
| WALMART INCWMT | 86 funds | $5.1B |
| ELI LILLY & COLLY | 86 funds | $4.9B |
| EXXON MOBIL CORPXOM | 86 funds | $4.7B |
Ranked by how many of FXL'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 FXL. 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.