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/FEX/capital-change-brief"
Use Arkolith's capital_change_brief for FEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $129.2M | 1.1M | ▼−4.3% Reduced · −48K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $118.6M | 972K | ▼−2.3% Reduced · −23K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $65.4M | 537K | ▲+6.7% Added · +34K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.8M | 252K | ▼−18% Reduced · −54K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $28.6M | 235K | ▲+3.0% Added · +7K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $26.0M | 214K | ▼−0.1% Reduced · −240 sh | Q1 2026 | |
| 7 | UBS Group AG | $22.5M | 184K | ▼−8.0% Reduced · −16K sh | Q1 2026 | |
| 8 | HBK Sorce Advisory LLC | $23.2M | 177K | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $19.0M | 155K | ▼−31% Reduced · −70K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $18.4M | 151K | ▼−14% Reduced · −24K sh | Q1 2026 | |
| 11 | BIP Wealth, LLC | $15.5M | 127K | ▼−4.3% Reduced · −6K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $15.0M | 123K | ▼−24% Reduced · −38K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $14.4M | 118K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $11.4M | 93K | ▼~0% Reduced · −15 sh | Q1 2026 | |
| 15 | US BANCORP \DE\ | $7.6M | 62K | ▼−21% Reduced · −17K sh | Q1 2026 | |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $7.5M | 62K | ▼−0.2% Reduced · −101 sh | Q1 2026 | |
| 17 | Kingsview Wealth Management, LLC | $7.4M | 61K | ▼−4.5% Reduced · −3K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 60K | ▼−0.4% Reduced · −242 sh | Q1 2026 | |
| 19 | &PARTNERS | $6.9M | 57K | ▲+0.2% Added · +114 sh | Q1 2026 | |
| 20 | Chicago Partners Investment Group LLC | $7.1M | 55K | ▼−0.1% Reduced · −42 sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 53K | ▼−4.7% Reduced · −3K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 49K | ▼−12% Reduced · −6K sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $5.7M | 47K | ▲+35% Added · +12K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $5.6M | 46K | ▼−1.4% Reduced · −677 sh | Q1 2026 | |
| 25 | FIRST TRUST ADVISORS LP | $4.0M | 33K | ▼−30% Reduced · −14K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 84 funds | $21.0B |
| MICROSOFT CORPMSFT | 84 funds | $16.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 84 funds | $15.5B |
| BROADCOM INCAVGO | 84 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 84 funds | $7.8B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 84 funds | $6.7B |
| EXXON MOBIL CORPXOM | 84 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 84 funds | $4.3B |
| WALMART INCWMT | 84 funds | $4.3B |
| ELI LILLY & COLLY | 84 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 84 funds | $4.1B |
Ranked by how many of FEX'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 FEX. 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.