| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $81.8M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | $59.7M | 1.8M | ▲+2.3% Added · +39K sh | Q1 2026 | |
| 3 | BNP PARIBAS FINANCIAL MARKETS | $50.9M | 1.5M | ▲+326% Added · +1.1M sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $43.4M | 1.3M | ▼−0.8% Reduced · −10K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $35.4M | 1.0M | ▲+45% Added · +325K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $31.6M | 929K | ▲+12% Added · +103K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.4M | 894K | ▲+66% Added · +355K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $29.1M | 856K | ▲+38% Added · +236K sh | Q1 2026 | |
| 9 | MARSHALL WACE, LLP | $27.5M | 809K | ▲New +809K sh | Q1 2026 | |
| 10 | AGF MANAGEMENT LTD | $24.9M | 731K | ▲+211% Added · +496K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $15.0M | 437K | ▲11× Added · +398K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $14.6M | 430K | ▼−5.8% Reduced · −26K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $14.6M | 428K | ▲+29% Added · +97K sh | Q1 2026 | |
| 14 | AE Wealth Management LLC | $11.3M | 333K | ▲+145% Added · +197K sh | Q1 2026 | |
| 15 | Cutler Capital Management, LLC | $9.1M | 267K | ▼−2.9% Reduced · −8K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $8.3M | 245K | ▲+2.1% Added · +5K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $8.1M | 239K | ▲+16% Added · +32K sh | Q1 2026 | |
| 18 | Quadrature Capital Ltd | $7.9M | 231K | ▲39× Added · +225K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $7.8M | 228K | ▲+4.7% Added · +10K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $7.2M | 211K | ▼−19% Reduced · −49K sh | Q1 2026 | |
| 21 | TUDOR INVESTMENT CORP ET AL | $6.8M | 199K | ▲+219% Added · +137K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $6.7M | 197K | ▲+0.5% Added · +892 sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $6.4M | 189K | ▲+10% Added · +18K sh | Q1 2026 | |
| 24 | Composition Wealth, LLC | $5.7M | 168K | ▲+2.0% Added · +3K sh | Q1 2026 | |
| 25 | Eley Financial Management, Inc | $5.5M | 161K | ▲+0.3% Added · +549 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 | 74 funds | $16.4B |
| BROADCOM INCAVGO | 74 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 74 funds | $7.3B |
| COSTCO WHOLESALE CORPCOST | 74 funds | $4.3B |
| ELI LILLY & COLLY | 74 funds | $4.1B |
| VISA INC-CLASS A SHARESV | 74 funds | $4.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 74 funds | $3.4B |
| MICRON TECHNOLOGY INCMU | 74 funds | $3.2B |
| CHEVRON CORPCVX | 74 funds | $3.0B |
| MASTERCARD INC - AMA | 74 funds | $2.5B |
| CATERPILLAR INCCAT | 74 funds | $2.3B |
| CISCO SYSTEMS INCCSCO | 74 funds | $2.0B |
Ranked by how many of FENY'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/FENY/capital-change-brief"
Use Arkolith's capital_change_brief for FENY. 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 FENY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.