110 tracked 13F filers disclose a position in FELV as of the latest SEC 13F filings, a combined $789.6M 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 | FMR LLC | $564.3M | 16.2M | ▲+9.7% Added · +1.4M sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $70.0M | 2.0M | ▲+11% Added · +191K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $25.5M | 729K | ▲+25% Added · +147K sh | Q1 2026 | |
| 4 | Independence Financial Advisors, LLC | $26.9M | 671K | ▼−32% Reduced · −322K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $11.5M | 330K | ▲+31% Added · +78K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $8.6M | 246K | ▲+5.9% Added · +14K sh | Q1 2026 | |
| 7 | Advisory Resource Group | $9.0M | 226K | ▲+5.2% Added · +11K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $6.4M | 182K | ▼−62% Reduced · −297K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $4.9M | 139K | ▼−33% Reduced · −67K sh | Q1 2026 | |
| 10 | J.W. COLE ADVISORS, INC. | $5.4M | 135K | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 11 | IHT Wealth Management, LLC | $4.3M | 123K | ▲+194% Added · +81K sh | Q1 2026 | |
| 12 | Investmark Advisory Group LLC | $3.2M | 93K | ▲+6.7% Added · +6K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $2.9M | 84K | ▼−54% Reduced · −100K sh | Q1 2026 | |
| 14 | FCG Investment Co | $3.3M | 81K | ▼−62% Reduced · −133K sh | Q2 2026 | |
| 15 | Processus Wealth & Capital Management, LLC | $3.0M | 74K | ▼−4.7% Reduced · −4K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 73K | ▲+146% Added · +43K sh | Q1 2026 | |
| 17 | Stratos Wealth Partners, LTD. | $2.5M | 71K | ▼−15% Reduced · −13K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $2.1M | 59K | ▲+407% Added · +47K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $2.0M | 58K | —Held | Q1 2026 | |
| 20 | MAI Capital Management | $1.9M | 54K | ▼−0.7% Reduced · −404 sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $1.7M | 50K | ▲+197% Added · +33K sh | Q1 2026 | |
| 22 | Essex Financial Services, Inc. | $1.6M | 46K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $1.5M | 42K | ▼−8.5% Reduced · −4K sh | Q1 2026 | |
| 24 | LYNCH & ASSOCIATES/IN | $1.3M | 33K | ▲New +33K sh | Q2 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $1.1M | 32K | ▲New +32K 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.
Last quarter, 7 funds opened a new position in FELV and 18 added to an existing one, while 8 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 |
|---|---|---|
| APPLE INCAAPL | 43 funds | $13.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $12.5B |
| NVIDIA CORPNVDA | 43 funds | $11.2B |
| MICROSOFT CORPMSFT | 43 funds | $10.3B |
| VANGUARD S&P 500 ETFVOO | 43 funds | $8.9B |
| AMAZON.COM INCAMZN | 43 funds | $7.4B |
| VANGUARD GROWTH ETFVUG | 43 funds | $4.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 43 funds | $4.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 43 funds | $4.6B |
| BROADCOM INCAVGO | 43 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 43 funds | $4.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 43 funds | $4.3B |
Ranked by how many of FELV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/FELV/capital-change-brief"
Use Arkolith's capital_change_brief for FELV. 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 FELV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.