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/FXN/capital-change-brief"
Use Arkolith's capital_change_brief for FXN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | $672.4M | 29.9M | ▲New +29.9M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $63.8M | 2.8M | ▲+59% Added · +1.1M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $36.0M | 1.6M | ▲+41% Added · +467K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $32.1M | 1.4M | ▲+15% Added · +183K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $15.4M | 684K | ▲20× Added · +650K sh | Q1 2026 | |
| 6 | Advisory Services Network, LLC | $14.8M | 660K | ▲New +660K sh | Q1 2026 | |
| 7 | &PARTNERS | $14.6M | 649K | ▲36× Added · +631K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $14.4M | 640K | ▲+69% Added · +262K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $12.7M | 564K | ▲+39% Added · +158K sh | Q1 2026 | |
| 10 | UBS Group AG | $12.7M | 563K | ▲+47% Added · +179K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $7.3M | 325K | ▲+131% Added · +185K sh | Q1 2026 | |
| 12 | D.A. DAVIDSON & CO. | $5.6M | 251K | ▲23× Added · +240K sh | Q1 2026 | |
| 13 | Quadrature Capital Ltd | $5.0M | 223K | ▲New +223K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $4.4M | 194K | ▲+109% Added · +101K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | $3.5M | 156K | ▼−9.3% Reduced · −16K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $3.5M | 154K | ▲New +154K sh | Q1 2026 | |
| 17 | Crumly & Associates Inc. | $2.8M | 141K | ▼−27% Reduced · −52K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $2.6M | 114K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $2.5M | 113K | ▲+12% Added · +12K sh | Q1 2026 | |
| 20 | Rockefeller Capital Management L.P. | $2.5M | 111K | ▲23× Added · +106K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $2.5M | 110K | ▲+106% Added · +57K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $2.4M | 107K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $2.4M | 105K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $2.3M | 103K | ▲+0.2% Added · +185 sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 91K | ▲+7.1% Added · +6K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 45 funds | $11.8B |
| BROADCOM INCAVGO | 45 funds | $6.1B |
| ALPHABET INC-CL CGOOG | 45 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 45 funds | $5.4B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $3.4B |
| ELI LILLY & COLLY | 45 funds | $3.3B |
| TESLA INCTSLA | 45 funds | $3.1B |
| VISA INC-CLASS A SHARESV | 45 funds | $3.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 45 funds | $2.9B |
| MICRON TECHNOLOGY INCMU | 45 funds | $2.8B |
| EXXON MOBIL CORPXOM | 45 funds | $2.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 45 funds | $2.5B |
Ranked by how many of FXN'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 FXN. 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.