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/FXR/capital-change-brief"
Use Arkolith's capital_change_brief for FXR. 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 | $74.2M | 909K | ▼−25% Reduced · −298K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $69.1M | 847K | ▼−40% Reduced · −574K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $42.6M | 522K | ▼−14% Reduced · −83K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $33.3M | 408K | ▼−17% Reduced · −86K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $32.3M | 395K | ▲+8.8% Added · +32K sh | Q1 2026 | |
| 6 | UBS Group AG | $17.2M | 211K | ▼−30% Reduced · −89K sh | Q1 2026 | |
| 7 | TRUIST FINANCIAL CORP | $12.9M | 159K | ▼−3.3% Reduced · −5K sh | Q1 2026 | |
| 8 | D.A. DAVIDSON & CO. | $10.0M | 123K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 104K | ▲+77% Added · +45K sh | Q1 2026 | |
| 10 | Baird Financial Group, Inc. | $8.3M | 101K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 11 | Modern Wealth Management, LLC | $8.0M | 97K | ▼−0.6% Reduced · −628 sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $7.4M | 90K | ▼−12% Reduced · −13K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $4.9M | 60K | ▼−56% Reduced · −77K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 57K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 15 | BNP PARIBAS FINANCIAL MARKETS | $4.1M | 50K | ▲New +50K sh | Q1 2026 | |
| 16 | BENJAMIN EDWARDS INC | $3.3M | 41K | ▼−56% Reduced · −52K sh | Q1 2026 | |
| 17 | PGIM Custom Harvest LLC | $3.2M | 39K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $3.1M | 38K | ▲+2.2% Added · +842 sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 34K | ▼−25% Reduced · −11K sh | Q1 2026 | |
| 20 | Crumly & Associates Inc. | $3.1M | 34K | —Held | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | $2.7M | 33K | ▲+0.7% Added · +242 sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $2.6M | 31K | ▼−2.8% Reduced · −914 sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $2.5M | 31K | ▲+27% Added · +7K sh | Q1 2026 | |
| 24 | Regal Investment Advisors LLC | $2.4M | 30K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $2.3M | 28K | ▼−39% Reduced · −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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 62 funds | $17.4B |
| NVIDIA CORPNVDA | 62 funds | $16.5B |
| MICROSOFT CORPMSFT | 62 funds | $12.8B |
| AMAZON.COM INCAMZN | 62 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 62 funds | $8.1B |
| BROADCOM INCAVGO | 62 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 62 funds | $6.4B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $6.0B |
| ALPHABET INC-CL CGOOG | 62 funds | $5.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 62 funds | $4.9B |
| VANGUARD VALUE ETFVTV | 62 funds | $4.8B |
| ELI LILLY & COLLY | 62 funds | $4.5B |
Ranked by how many of FXR'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 FXR. 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.