This stock 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/FEZ/capital-change-brief"
Use Arkolith's capital_change_brief for FEZ. 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 | $228.5M | 3.7M | ▲+7.8% Added · +267K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $210.2M | 3.4M | ▲+6.9% Added · +219K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | $145.9M | 2.4M | ▼−13% Reduced · −338K sh | Q1 2026 | |
| 4 | UBS Group AG | $140.4M | 2.3M | ▲+20% Added · +377K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $120.5M | 1.9M | ▼−10% Reduced · −222K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $99.7M | 1.6M | ▲+12% Added · +173K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $70.7M | 1.1M | ▲+1.2% Added · +14K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $67.5M | 1.1M | ▼−87% Reduced · −7.6M sh | Q1 2026 | |
| 9 | Allspring Global Investments Holdings, LLC | $66.5M | 1.1M | ▼−21% Reduced · −289K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41.8M | 674K | ▲16× Added · +632K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $37.9M | 611K | ▼−2.5% Reduced · −16K sh | Q1 2026 | |
| 12 | PGIM Custom Harvest LLC | $35.5M | 572K | ▲+31% Added · +137K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $35.2M | 568K | ▲+619% Added · +489K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $35.4M | 550K | ▼−23% Reduced · −164K sh | Q1 2026 | |
| 15 | PRUDENTIAL PLC | $32.9M | 529K | ▼−57% Reduced · −695K sh | Q1 2026 | |
| 16 | Piedmont Capital Management, LLC | $24.0M | 382K | ▲+2.5% Added · +9K sh | Q1 2026 | |
| 17 | CIBC WORLD MARKET INC. | $23.2M | 373K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 18 | SCOTIA CAPITAL INC. | $23.1M | 371K | ▲+41% Added · +107K sh | Q1 2026 | |
| 19 | CITIGROUP INC | $21.6M | 348K | ▼−38% Reduced · −217K sh | Q1 2026 | |
| 20 | SUMITOMO LIFE INSURANCE CO | $19.9M | 321K | ▼−18% Reduced · −70K sh | Q1 2026 | |
| 21 | Fisher Asset Management, LLC | $19.3M | 312K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $18.2M | 293K | ▲+14% Added · +35K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $15.8M | 254K | ▼−5.6% Reduced · −15K sh | Q1 2026 | |
| 24 | COURIER CAPITAL LLC | $16.9M | 246K | ▼−3.4% Reduced · −9K sh | Q2 2026 | |
| 25 | Rockefeller Capital Management L.P. | $14.4M | 232K | ▲+4.4% Added · +10K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 117 funds | $32.3B |
| JPMORGAN CHASE & COJPM | 117 funds | $13.8B |
| ELI LILLY & COLLY | 117 funds | $8.5B |
| VISA INC-CLASS A SHARESV | 117 funds | $7.5B |
| TESLA INCTSLA | 117 funds | $6.9B |
| COSTCO WHOLESALE CORPCOST | 117 funds | $6.5B |
| SS TECHNOLOGY SELECT SECTORXLK | 117 funds | $4.2B |
| UNITEDHEALTH GROUP INCUNH | 117 funds | $2.9B |
| NVIDIA CORPNVDA | 116 funds | $40.8B |
| AMAZON.COM INCAMZN | 116 funds | $23.3B |
| META PLATFORMS INC-CLASS AMETA | 116 funds | $13.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 116 funds | $4.7B |
Ranked by how many of FEZ'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FEZ. 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.