91 tracked 13F filers disclose a position in FEP as of the latest SEC 13F filings, a combined $307.5M 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 | JANE STREET GROUP, LLC | $9.7M | 177K | ▲11× Added · +161K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 163K | ▼−5.6% Reduced · −10K sh | Q2 2026 | |
| 10 | &PARTNERS | $8.4M | 153K | ▲+111% Added · +81K sh | Q1 2026 | |
| 11 | Vontobel Holding Ltd. | $8.1M | 148K | ▼−3.2% Reduced · −5K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $6.7M | 123K | ▲+6.7% Added · +8K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $6.6M | 121K | ▲+9.0% Added · +10K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $6.0M | 109K | ▲+12% Added · +12K sh | Q1 2026 | |
| 15 | BENJAMIN EDWARDS INC | $5.0M | 92K | ▲+4.0% Added · +4K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $4.1M | 75K | ▼−8.6% Reduced · −7K sh | Q1 2026 | |
| 17 | Advisory Services Network, LLC | $3.9M | 71K | ▲New +71K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $3.3M | 60K | ▲+0.2% Added · +112 sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 49K | ▼−1.7% Reduced · −873 sh | Q1 2026 | |
| 20 | Gateway Wealth Partners, LLC | $2.7M | 49K | ▲+113% Added · +26K sh | Q1 2026 | |
| 21 | Mainsail Financial Group, LLC | $2.6M | 46K | ▲+7.8% Added · +3K sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $2.5M | 45K | ▼−0.3% Reduced · −118 sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $2.3M | 41K | ▲+6.4% Added · +2K sh | Q1 2026 | |
| 24 | IFP Advisors, Inc | $2.4M | 41K | ▲+3.4% Added · +1K sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $2.2M | 40K | ▲10× Added · +37K 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.
Last quarter, 9 funds opened a new position in FEP and 9 added to an existing one, while 17 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 | 40 funds | $14.6B |
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $13.8B |
| MICROSOFT CORPMSFT | 40 funds | $11.9B |
| ALPHABET INC-CL AGOOGL | 40 funds | $8.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $6.4B |
| BROADCOM INCAVGO | 40 funds | $6.3B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 40 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 40 funds | $4.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 40 funds | $4.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 40 funds | $3.3B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 40 funds | $3.1B |
Ranked by how many of FEP'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/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.