318 tracked 13F filers disclose a position in FEZ as of the latest SEC 13F filings, a combined $2.1B 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 | 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 | UBS Group AG | $140.4M | 2.3M | ▲+20% Added · +377K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $120.5M | 1.9M | ▼−10% Reduced · −222K sh | Q1 2026 | |
| 5 | 1607 Capital Partners, LLC | $126.6M | 1.8M | ▼−22% Reduced · −507K sh | Q2 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 | $74.2M | 1.1M | ▲+1.0% Added · +10K sh | Q2 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 | $25.9M | 377K | ▼−29% Reduced · −152K sh | Q2 2026 | |
| 16 | CIBC WORLD MARKET INC. | $23.2M | 373K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 17 | SCOTIA CAPITAL INC. | $25.4M | 370K | ▼−0.3% Reduced · −948 sh | Q2 2026 | |
| 18 | CITIGROUP INC | $21.6M | 348K | ▼−38% Reduced · −217K sh | Q1 2026 | |
| 19 | SUMITOMO LIFE INSURANCE CO | $19.9M | 321K | ▼−18% Reduced · −70K sh | Q1 2026 | |
| 20 | MATAURO, LLC | $21.5M | 313K | ▲+10% Added · +29K sh | Q2 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 | Piedmont Capital Management, LLC | $17.1M | 251K | ▼−34% Reduced · −131K sh | Q2 2026 | |
| 25 | COURIER CAPITAL LLC | $16.9M | 246K | ▼−3.4% Reduced · −9K 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, 4 funds opened a new position in FEZ and 20 added to an existing one, while 19 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 160 funds | $83.7B |
| NVIDIA CORPNVDA | 159 funds | $113.3B |
| AMAZON.COM INCAMZN | 158 funds | $62.2B |
| APPLE INCAAPL | 156 funds | $91.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 156 funds | $14.3B |
| ALPHABET INC-CL AGOOGL | 154 funds | $52.4B |
| ALPHABET INC-CL CGOOG | 154 funds | $36.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 153 funds | $7.5B |
| META PLATFORMS INC-CLASS AMETA | 150 funds | $32.2B |
| BROADCOM INCAVGO | 149 funds | $45.6B |
| JPMORGAN CHASE & COJPM | 146 funds | $23.2B |
| JOHNSON & JOHNSONJNJ | 146 funds | $15.1B |
Ranked by how many of FEZ's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for FEZ
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.
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.