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/FENI/capital-change-brief"
Use Arkolith's capital_change_brief for FENI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $1.0B | 27.1M | ▲+20% Added · +4.6M sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $432.5M | 11.6M | ▲+20% Added · +1.9M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $276.0M | 7.4M | ▲+63% Added · +2.9M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $259.4M | 7.0M | ▲+69% Added · +2.8M sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $232.4M | 6.2M | ▲+81% Added · +2.8M sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $226.5M | 6.1M | ▲+25% Added · +1.2M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $179.2M | 4.8M | ▲+19% Added · +774K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $175.0M | 4.7M | ▲+16% Added · +637K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $166.6M | 4.5M | ▲+2.6% Added · +113K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $158.5M | 4.3M | ▲+44% Added · +1.3M sh | Q1 2026 | |
| 11 | Syntegra Private Wealth Group, LLC | $164.1M | 4.1M | ▲+12% Added · +451K sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | $148.3M | 4.0M | ▲+33% Added · +984K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $136.2M | 3.7M | ▲+587% Added · +3.1M sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $124.6M | 3.3M | ▲+531% Added · +2.8M sh | Q1 2026 | |
| 15 | Fragasso Financial Advisors Inc | $103.4M | 2.6M | ▲+3.1% Added · +77K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $83.5M | 2.2M | ▲+75% Added · +962K sh | Q1 2026 | |
| 17 | ORRSTOWN FINANCIAL SERVICES INC | $61.6M | 1.5M | ▲+1.3% Added · +19K sh | Q2 2026 | |
| 18 | OneDigital Investment Advisors LLC | $52.8M | 1.4M | ▲+16% Added · +201K sh | Q1 2026 | |
| 19 | UBS Group AG | $52.1M | 1.4M | ▲+71% Added · +584K sh | Q1 2026 | |
| 20 | CGC Financial Services, LLC | $47.8M | 1.2M | ▲+0.7% Added · +9K sh | Q2 2026 | |
| 21 | TRAPHAGEN INVESTMENT ADVISORS LLC | $41.8M | 1.0M | ▲+49% Added · +345K sh | Q2 2026 | |
| 22 | Sanctuary Advisors, LLC | $36.1M | 970K | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 23 | Pallas Capital Advisors LLC | $34.0M | 913K | ▼−8.8% Reduced · −88K sh | Q1 2026 | |
| 24 | RFG Advisory, LLC | $35.5M | 886K | ▼−1.9% Reduced · −17K sh | Q2 2026 | |
| 25 | Calamos Advisors LLC | $29.5M | 793K | ▲New +793K 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 | 101 funds | $18.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 101 funds | $14.2B |
| ALPHABET INC-CL AGOOGL | 101 funds | $12.4B |
| VANGUARD S&P 500 ETFVOO | 101 funds | $11.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 101 funds | $8.9B |
| JPMORGAN CHASE & COJPM | 101 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 101 funds | $7.6B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $7.3B |
| EXXON MOBIL CORPXOM | 101 funds | $5.4B |
| ELI LILLY & COLLY | 101 funds | $5.0B |
| WALMART INCWMT | 101 funds | $4.9B |
| VISA INC-CLASS A SHARESV | 101 funds | $4.7B |
Ranked by how many of FENI'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 FENI. 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.