48 tracked 13F filers disclose a position in FEBW as of the latest SEC 13F filings, a combined $84.3M 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 | OSAIC HOLDINGS, INC. | $11.7M | 350K | ▼−14% Reduced · −59K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $9.8M | 291K | ▲+116% Added · +157K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $9.7M | 272K | ▼−9.4% Reduced · −28K sh | Q2 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 258K | ▲+3.9% Added · +10K sh | Q1 2026 | |
| 5 | ALLIANZ SE | $5.2M | 156K | ▲31× Added · +151K sh | Q1 2026 | |
| 6 | AMERICAN ASSET MANAGEMENT INC. | $5.0M | 141K | ▼−7.5% Reduced · −11K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.7M | 109K | ▲+14% Added · +13K sh | Q1 2026 | |
| 8 | Outlook Wealth Advisors, LLC | $3.8M | 108K | ▲New +108K sh | Q2 2026 | |
| 9 | Spire Wealth Management | $2.9M | 85K | ▲+144% Added · +50K sh | Q1 2026 | |
| 10 | Modern Wealth Management, LLC | $2.5M | 73K | ▼−1.1% Reduced · −834 sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $2.3M | 69K | ▲+6.7% Added · +4K sh | Q1 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $2.1M | 62K | ▲+53% Added · +21K sh | Q1 2026 | |
| 13 | Networth Advisors, LLC | $2.1M | 60K | ▲New +60K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 38K | ▼−5.7% Reduced · −2K sh | Q1 2026 | |
| 15 | Focus Financial Network, Inc. | $1.2M | 37K | ▲+97% Added · +18K sh | Q1 2026 | |
| 16 | JIM SAULNIER & ASSOCIATES, LLC | $1.2M | 35K | ▼~0% Reduced · −2 sh | Q2 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $1.0M | 31K | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 18 | Forty-three Eighteen Advisors, LLC | $939K | 26K | —Held | Q2 2026 | |
| 19 | Joseph P. Lucia & Associates, LLC | $826K | 25K | ▲+95% Added · +12K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $827K | 25K | ▲+36% Added · +7K sh | Q1 2026 | |
| 21 | First Heartland Consultants, Inc. | $768K | 22K | —Held | Q2 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $657K | 18K | —Held | Q2 2026 | |
| 23 | Westshore Wealth, LLC | $521K | 16K | ▲New +16K sh | Q1 2026 | |
| 24 | SRH ADVISORS, LLC | $515K | 15K | —Held | Q2 2026 | |
| 25 | Stonebridge Financial Group, LLC / MO | $482K | 14K | —Held | Q2 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, 5 funds opened a new position in FEBW and 7 added to an existing one, while 6 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 | 25 funds | $1.8B |
| APPLE INCAAPL | 24 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $1.1B |
| MICROSOFT CORPMSFT | 24 funds | $919.6M |
| AMAZON.COM INCAMZN | 24 funds | $824.9M |
| ALPHABET INC-CL AGOOGL | 24 funds | $687.2M |
| VANGUARD S&P 500 ETFVOO | 23 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 23 funds | $396.6M |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $283.9M |
| TESLA INCTSLA | 22 funds | $278.5M |
Ranked by how many of FEBW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 65 funds | $320.7M |
| JANWmc | 63 funds | $212.0M |
| DECWmc | 59 funds | $129.3M |
| JULWmc | 54 funds | $171.5M |
| MAYWUS LAGCP B20 MAY | 53 funds | $90.9M |
| JUNWmc | 51 funds | $81.4M |
| FEBWthis pagemc | 48 funds | $84.3M |
| APRWmc | 46 funds | $118.5M |
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 FEBW
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/FEBW/capital-change-brief"
Use Arkolith's capital_change_brief for FEBW. 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 FEBW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.