Among active 13F managers last quarter, 7 opened and 22 added, while 14 reduced; the largest holder to move was Marshall Wace, LLP (new position).
232 tracked 13F filers disclose a position in FENY as of the latest SEC 13F filings, a combined $690.3M 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 | Charles Schwab Investment Management Inc | 2.4M | $81.8M | ▲New +2.4M sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | 1.7M | $50.2M | ▼−3.3% Reduced · −57K sh | Q2 2026 | |
| 3 | BNP Paribas Financial Markets | 1.5M | $50.9M | ▲+326% Added · +1.1M sh | Q1 2026 | |
| 4 | Commonwealth Equity Services, LLC | 1.3M | $43.4M | ▼−0.8% Reduced · −10K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | 1.0M | $35.4M | ▲+45% Added · +325K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 929K | $31.6M | ▲+12% Added · +103K sh | Q1 2026 | |
| 7 | Northwestern Mutual Wealth Management Co | 894K | $30.4M | ▲+66% Added · +355K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 856K | $29.1M | ▲+38% Added · +236K sh | Q1 2026 | |
| 9 | Marshall Wace, LLP | 809K | $27.5M | ▲New +809K sh | Q1 2026 | |
| 10 | AGF Management Ltd | 731K | $24.9M | ▲+211% Added · +496K sh | Q1 2026 | |
| 11 | JPMorgan Chase & Co | 437K | $15.0M | ▲11× Added · +398K sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 430K | $14.6M | ▼−5.8% Reduced · −26K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 428K | $14.6M | ▲+29% Added · +97K sh | Q1 2026 | |
| 14 | AE Wealth Management LLC | 333K | $11.3M | ▲+145% Added · +197K sh | Q1 2026 | |
| 15 | SageGuard Financial Group, LLC | 280K | $8.3M | ▲+86% Added · +129K sh | Q2 2026 | |
| 16 | Cutler Capital Management, LLC | 267K | $9.1M | ▼−2.9% Reduced · −8K sh | Q1 2026 | |
| 17 | Morgan Stanley | 245K | $8.3M | ▲+2.1% Added · +5K sh | Q1 2026 | |
| 18 | Bank Of America Corp | 239K | $8.1M | ▲+16% Added · +32K sh | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 211K | $7.2M | ▼−19% Reduced · −49K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | 199K | $5.9M | ▲+5.4% Added · +10K sh | Q2 2026 | |
| 21 | Tudor Investment Corp Et Al | 199K | $6.8M | ▲+219% Added · +137K sh | Q1 2026 | |
| 22 | Ameriprise Financial Inc | 197K | $6.7M | ▲+0.5% Added · +892 sh | Q1 2026 | |
| 23 | AssuredPartners Investment Advisors, LLC | 188K | $5.6M | ▲+3.2% Added · +6K sh | Q2 2026 | |
| 24 | Composition Wealth, LLC | 175K | $5.2M | ▲+4.4% Added · +7K sh | Q2 2026 | |
| 25 | Eley Financial Management, Inc | 162K | $4.8M | ▲+0.6% Added · +992 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, 7 funds opened a new position in FENY and 22 added to an existing one, while 14 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 |
|---|---|---|
| Microsoft CorpMSFT | 127 funds | $40.3B |
| Nvidia CorpNVDA | 126 funds | $63.6B |
| Apple IncAAPL | 125 funds | $52.2B |
| Amazon.com IncAMZN | 125 funds | $31.1B |
| Alphabet Inc-CL AGOOGL | 125 funds | $24.6B |
| Meta Platforms Inc-Class AMETA | 124 funds | $15.3B |
| JPMorgan Chase & CoJPM | 124 funds | $10.6B |
| Alphabet Inc-CL CGOOG | 122 funds | $17.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 121 funds | $6.4B |
| Broadcom IncAVGO | 120 funds | $21.5B |
| Tesla IncTSLA | 120 funds | $13.1B |
| Walmart IncWMT | 120 funds | $7.6B |
Ranked by how many of FENY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FENY.
| Class | 13F holders | Value held |
|---|---|---|
| FTECmc | 612 funds | $3.9B |
| FDVVmc | 476 funds | $3.6B |
| FHLCmc | 352 funds | $1.3B |
| FBCGmc | 290 funds | $4.7B |
| FELCmc | 246 funds | $3.7B |
| FNCLmc | 242 funds | $835.8M |
| FUTYmc | 234 funds | $1.2B |
| FENYthis pagemc | 232 funds | $690.3M |
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 FENY
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 + the live filing stream, joined for FENY. Filings are public domain, sourced to SEC EDGAR.