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/FHEQ/capital-change-brief"
Use Arkolith's capital_change_brief for FHEQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $493.1M | 16.8M | ▲+1.8% Added · +289K sh | Q1 2026 | |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $50.8M | 1.7M | ▲+55% Added · +609K sh | Q1 2026 | |
| 3 | Southern Financial Group, LLC | $31.3M | 1.1M | ▲+1.4% Added · +15K sh | Q1 2026 | |
| 4 | CGC Financial Services, LLC | $29.1M | 882K | ▲New +882K sh | Q2 2026 | |
| 5 | STIFEL FINANCIAL CORP | $14.8M | 503K | ▲+43% Added · +152K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $13.8M | 469K | ▲+18% Added · +70K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 465K | ▲+27% Added · +99K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $12.5M | 424K | ▲+606% Added · +364K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $12.2M | 413K | ▲+5.5% Added · +21K sh | Q1 2026 | |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | $10.9M | 371K | ▲+4.4% Added · +16K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $7.1M | 242K | ▼−11% Reduced · −31K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $5.1M | 175K | ▲356× Added · +174K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $4.9M | 166K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $4.8M | 162K | ▲+16% Added · +22K sh | Q1 2026 | |
| 15 | Aptus Capital Advisors, LLC | $4.5M | 152K | ▲+0.3% Added · +439 sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $4.3M | 145K | ▲+69% Added · +59K sh | Q1 2026 | |
| 17 | Prime Capital Investment Advisors, LLC | $3.6M | 121K | ▲+45% Added · +38K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2.5M | 86K | ▲+32% Added · +21K sh | Q1 2026 | |
| 19 | OmniStar Financial Group, Inc. | $2.4M | 82K | ▲New +82K sh | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $937K | 32K | ▲New +32K sh | Q1 2026 | |
| 21 | Grant Private Wealth Management Inc | $966K | 29K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 22 | FIFTH THIRD SECURITIES, INC. | $510K | 16K | ▲New +16K sh | Q2 2026 | |
| 23 | COURIER CAPITAL LLC | $389K | 12K | —Held | Q2 2026 | |
| 24 | LPL Financial LLC | $327K | 11K | ▲New +11K sh | Q1 2026 | |
| 25 | Mutual Advisors, LLC | $327K | 11K | ▲+0.2% Added · +22 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 | 12 funds | $7.1B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $5.7B |
| APPLE INCAAPL | 12 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $4.6B |
| MICROSOFT CORPMSFT | 12 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 12 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 12 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 12 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 12 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $1.8B |
| TESLA INCTSLA | 12 funds | $1.4B |
Ranked by how many of FHEQ'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 FHEQ. 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.