64 tracked 13F filers disclose a position in FFA as of the latest SEC 13F filings, a combined $126.4M 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 | $36.4M | 1.8M | ▲+1.9% Added · +33K sh | Q1 2026 | |
| 2 | ALKEME WEALTH, LLC | $13.1M | 585K | ▲+1.0% Added · +6K sh | Q2 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $10.7M | 525K | ▲+3.1% Added · +16K sh | Q1 2026 | |
| 4 | Shaker Financial Services, LLC | $7.4M | 329K | ▼−1.8% Reduced · −6K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.5M | 270K | ▲+2.9% Added · +8K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | $5.7M | 268K | ▲+285% Added · +198K sh | Q3 2026 | |
| 7 | UBS Group AG | $5.4M | 264K | ▼−4.2% Reduced · −12K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $5.3M | 260K | ▲+6.2% Added · +15K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $3.5M | 172K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 10 | Smith Asset Management Co., LLC | $3.3M | 150K | ▼−2.3% Reduced · −3K sh | Q2 2026 | |
| 11 | Karpus Management, Inc. | $2.8M | 135K | ▼−5.1% Reduced · −7K sh | Q1 2026 | |
| 12 | GUGGENHEIM CAPITAL LLC | $2.6M | 128K | ▼−28% Reduced · −49K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 114K | ▲+40% Added · +33K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $1.8M | 90K | ▲+15% Added · +12K sh | Q1 2026 | |
| 15 | Creative Planning | $1.6M | 80K | ▼−0.1% Reduced · −45 sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $1.7M | 75K | ▲+2.4% Added · +2K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.2M | 61K | ▼−1.0% Reduced · −635 sh | Q1 2026 | |
| 18 | PMG Family Office LLC | $1.3M | 58K | ▲+1.1% Added · +613 sh | Q2 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $1.1M | 53K | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 20 | Waverly Advisors, LLC | $997K | 49K | ▲+7.0% Added · +3K sh | Q1 2026 | |
| 21 | Heritage Wealth Management, Inc. | $1.1M | 49K | ▲Added Added · +49K sh | Q2 2026 | |
| 22 | D.A. DAVIDSON & CO. | $917K | 41K | ▲+8.6% Added · +3K sh | Q2 2026 | |
| 23 | &PARTNERS | $784K | 35K | ▲+6.3% Added · +2K sh | Q2 2026 | |
| 24 | Global Retirement Partners, LLC | $736K | 33K | ▲+35% Added · +9K sh | Q2 2026 | |
| 25 | Centurion Wealth Management LLC | $622K | 28K | —Held | 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, 2 funds opened a new position in FFA and 9 added to an existing one, while 8 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 | 21 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $1.1B |
| APPLE INCAAPL | 19 funds | $5.3B |
| AMAZON.COM INCAMZN | 19 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 19 funds | $2.9B |
| ELI LILLY & COLLY | 19 funds | $747.8M |
| WALMART INCWMT | 19 funds | $735.5M |
| CHEVRON CORPCVX | 19 funds | $657.5M |
| ABBVIE INCABBV | 19 funds | $606.2M |
| HOME DEPOT INCHD | 19 funds | $373.1M |
| NVIDIA CORPNVDA | 18 funds | $5.4B |
Ranked by how many of FFA's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for FFA
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/FFA/capital-change-brief"
Use Arkolith's capital_change_brief for FFA. 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 FFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.