Among active 13F managers last quarter, 8 opened and 21 added, while 12 reduced; the largest holder to move was Sowa Financial Group, Inc. (+1.3%).
166 tracked 13F filers disclose a position in FELV as of the latest SEC 13F filings, a combined $960.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 16.7M | $668.0M | ▲+3.1% Added · +499K sh | Q2 2026 | |
| 2 | Commonwealth Equity Services, LLC | 2.0M | $70.0M | ▲+11% Added · +191K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 729K | $25.5M | ▲+25% Added · +147K sh | Q1 2026 | |
| 4 | Independence Financial Advisors, LLC | 671K | $26.9M | ▼−32% Reduced · −322K sh | Q2 2026 | |
| 5 | Sowa Financial Group, Inc. | 656K | $26.3M | ▲+1.3% Added · +8K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 330K | $11.5M | ▲+31% Added · +78K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | 278K | $11.2M | ▲+100% Added · +139K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | 246K | $8.6M | ▲+5.9% Added · +14K sh | Q1 2026 | |
| 9 | Advisory Resource Group | 226K | $9.0M | ▲+5.2% Added · +11K sh | Q2 2026 | |
| 10 | Weil Company, Inc. | 207K | $8.3M | ▼−14% Reduced · −35K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 182K | $6.4M | ▼−62% Reduced · −297K sh | Q1 2026 | |
| 12 | J.W. Cole Advisors, Inc. | 135K | $5.4M | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 13 | IHT Wealth Management, LLC | 103K | $4.1M | ▼−17% Reduced · −21K sh | Q2 2026 | |
| 14 | Investmark Advisory Group LLC | 99K | $4.0M | ▲+7.5% Added · +7K sh | Q2 2026 | |
| 15 | MML Investors Services, LLC | 97K | $3.9M | ▲+64% Added · +38K sh | Q2 2026 | |
| 16 | Stratos Wealth Partners, LTD. | 85K | $3.4M | ▲+19% Added · +14K sh | Q2 2026 | |
| 17 | Royal Bank Of Canada | 84K | $2.9M | ▼−54% Reduced · −100K sh | Q1 2026 | |
| 18 | FCG Investment Co | 81K | $3.3M | ▼−62% Reduced · −133K sh | Q2 2026 | |
| 19 | Processus Wealth & Capital Management, LLC | 74K | $3.0M | ▼−4.7% Reduced · −4K sh | Q2 2026 | |
| 20 | Envestnet Asset Management Inc | 73K | $2.6M | ▲+146% Added · +43K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | 58K | $2.0M | —Held | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | 52K | $2.1M | ▲+24% Added · +10K sh | Q2 2026 | |
| 23 | Wells Fargo & Company | 50K | $1.7M | ▲+197% Added · +33K sh | Q1 2026 | |
| 24 | Principal Securities, Inc. | 47K | $1.9M | ▲+46% Added · +15K sh | Q2 2026 | |
| 25 | Essex Financial Services, Inc. | 46K | $1.8M | ▼−0.6% Reduced · −291 sh | 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, 8 funds opened a new position in FELV and 21 added to an existing one, while 12 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 87 funds | $43.4B |
| Microsoft CorpMSFT | 86 funds | $33.8B |
| Nvidia CorpNVDA | 85 funds | $50.3B |
| Alphabet Inc-CL AGOOGL | 85 funds | $19.8B |
| Amazon.com IncAMZN | 84 funds | $24.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 82 funds | $3.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 80 funds | $7.1B |
| Ishares Core S&P 500 ETFIVV | 79 funds | $18.9B |
| Alphabet Inc-CL CGOOG | 79 funds | $14.8B |
| Meta Platforms Inc-Class AMETA | 79 funds | $11.7B |
| JPMorgan Chase & CoJPM | 79 funds | $9.5B |
| Vanguard S&P 500 ETFVOO | 79 funds | $4.4B |
Ranked by how many of FELV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FELV.
| Class | 13F holders | Value held |
|---|---|---|
| FENImc | 401 funds | $6.3B |
| FMDEmc | 260 funds | $4.2B |
| FESMmc | 235 funds | $3.7B |
| FELGmc | 220 funds | $2.3B |
| FELVthis pagemc | 166 funds | $960.8M |
| FEMRETF | 21 funds | $59.3M |
| FFEMmc | 10 funds | $12.7M |
| FFGXFUNDAMENTAL GLOB | 8 funds | $36.1M |
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 FELV
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.