132 tracked 13F filers disclose a position in FEP as of the latest SEC 13F filings, a combined $335.7M 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 | FIRST TRUST ADVISORS LP | $59.0M | 1.1M | ▲+53% Added · +372K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $48.8M | 894K | ▲+3.8% Added · +33K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $29.5M | 540K | ▲+6.3% Added · +32K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 289K | ▼−1.8% Reduced · −5K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $13.2M | 241K | ▲+48% Added · +78K sh | Q1 2026 | |
| 6 | UBS Group AG | $13.0M | 238K | ▲+21% Added · +41K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $11.2M | 205K | ▲+2.4% Added · +5K sh | Q1 2026 | |
| 8 | BANK OF NOVA SCOTIA | $11.4M | 200K | ▲New +200K sh | Q2 2026 | |
| 9 | JANE STREET GROUP, LLC | $9.7M | 177K | ▲11× Added · +161K sh | Q1 2026 | |
| 10 | &PARTNERS | $9.6M | 168K | ▲+9.8% Added · +15K sh | Q2 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 163K | ▼−5.6% Reduced · −10K sh | Q2 2026 | |
| 12 | Vontobel Holding Ltd. | $8.4M | 147K | ▼−0.3% Reduced · −500 sh | Q2 2026 | |
| 13 | ASSETMARK, INC | $7.6M | 133K | ▲+8.1% Added · +10K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $6.6M | 121K | ▲+9.0% Added · +10K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $6.0M | 109K | ▲+12% Added · +12K sh | Q1 2026 | |
| 16 | BENJAMIN EDWARDS INC | $5.4M | 94K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $4.1M | 75K | ▼−8.6% Reduced · −7K sh | Q1 2026 | |
| 18 | Advisory Services Network, LLC | $3.9M | 71K | ▲New +71K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $3.3M | 60K | ▲+0.2% Added · +112 sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 49K | ▼−1.7% Reduced · −873 sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $2.7M | 48K | ▲+18% Added · +7K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $2.6M | 46K | ▲+12% Added · +5K sh | Q2 2026 | |
| 23 | Mainsail Financial Group, LLC | $2.6M | 46K | ▲+7.8% Added · +3K sh | Q2 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $2.6M | 45K | ▼~0% Reduced · −2 sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | $2.4M | 41K | ▲+3.4% Added · +1K 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, 5 funds opened a new position in FEP and 16 added to an existing one, while 22 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 |
|---|---|---|
| NVIDIA CORPNVDA | 65 funds | $9.4B |
| APPLE INCAAPL | 65 funds | $8.7B |
| MICROSOFT CORPMSFT | 65 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 65 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 65 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 65 funds | $2.9B |
| AMAZON.COM INCAMZN | 64 funds | $5.6B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 64 funds | $2.0B |
| BROADCOM INCAVGO | 63 funds | $4.5B |
| MICRON TECHNOLOGY INCMU | 63 funds | $3.6B |
| ELI LILLY & COLLY | 63 funds | $2.2B |
Ranked by how many of FEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FDTmc | 189 funds | $777.8M |
| FEMmc | 144 funds | $527.0M |
| FEPthis pagemc | 132 funds | $335.7M |
| FJPmc | 93 funds | $187.7M |
| FEMSmc | 65 funds | $141.8M |
| NFTYMF Closed and MF Open | 50 funds | $73.9M |
| FEUZmc | 38 funds | $114.6M |
| FGMmc | 26 funds | $81.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for FEP
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/FEP/capital-change-brief"
Use Arkolith's capital_change_brief for FEP. 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 FEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.