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/FELG/capital-change-brief"
Use Arkolith's capital_change_brief for FELG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $323.7M | 8.6M | —Held | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $265.3M | 7.1M | ▲35× Added · +6.9M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $256.8M | 6.8M | ▲+12% Added · +707K sh | Q1 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $229.4M | 6.1M | ▼−3.5% Reduced · −225K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $150.7M | 4.0M | ▼−2.9% Reduced · −122K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $143.7M | 3.8M | ▲+38% Added · +1.1M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $108.2M | 2.9M | ▲+116% Added · +1.6M sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $56.9M | 1.5M | ▲+92% Added · +728K sh | Q1 2026 | |
| 9 | Independence Financial Advisors, LLC | $58.7M | 1.3M | ▲+5.3% Added · +67K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $47.0M | 1.3M | ▲+118% Added · +679K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.5M | 760K | ▲+12% Added · +80K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $21.4M | 594K | ▲+18% Added · +89K sh | Q1 2026 | |
| 13 | FMR LLC | $18.4M | 491K | ▲+3.1% Added · +15K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $17.8M | 475K | ▼−32% Reduced · −225K sh | Q1 2026 | |
| 15 | Prepared Retirement Institute LLC | $14.9M | 397K | ▲+5.9% Added · +22K sh | Q1 2026 | |
| 16 | Advisors Capital Management, LLC | $14.7M | 392K | ▲+26% Added · +81K sh | Q1 2026 | |
| 17 | PRINCIPAL SECURITIES, INC. | $11.6M | 311K | ▲+30% Added · +72K sh | Q1 2026 | |
| 18 | Valmark Advisers, Inc. | $11.4M | 305K | ▲+44% Added · +94K sh | Q1 2026 | |
| 19 | CWM, LLC | $10.3M | 274K | ▲+13% Added · +31K sh | Q1 2026 | |
| 20 | Bleakley Financial Group, LLC | $10.1M | 270K | ▼−10% Reduced · −31K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $8.3M | 221K | ▲+23% Added · +42K sh | Q1 2026 | |
| 22 | Advisory Resource Group | $7.8M | 179K | ▲New +179K sh | Q2 2026 | |
| 23 | B. Riley Wealth Advisors, Inc. | $7.7M | 178K | ▲+5.6% Added · +9K sh | Q2 2026 | |
| 24 | Integrated Wealth Concepts LLC | $6.5M | 174K | ▲+8.6% Added · +14K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.8M | 156K | ▲11× Added · +142K 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 | 66 funds | $15.0B |
| BROADCOM INCAVGO | 66 funds | $7.1B |
| JPMORGAN CHASE & COJPM | 66 funds | $6.3B |
| META PLATFORMS INC-CLASS AMETA | 66 funds | $6.2B |
| VANGUARD FTSE EMERGING MARKEVWO | 66 funds | $4.9B |
| ELI LILLY & COLLY | 66 funds | $4.1B |
| TESLA INCTSLA | 66 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 66 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 66 funds | $3.3B |
| VISA INC-CLASS A SHARESV | 66 funds | $3.1B |
| HOME DEPOT INCHD | 66 funds | $2.5B |
| CATERPILLAR INCCAT | 66 funds | $2.4B |
Ranked by how many of FELG'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 FELG. 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.