53 tracked 13F filers disclose a position in FHEQ as of the latest SEC 13F filings, a combined $772.9M 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 | 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 | $35.2M | 1.1M | ▲+0.6% Added · +6K sh | Q2 2026 | |
| 4 | CGC Financial Services, LLC | $29.1M | 882K | ▲New +882K sh | Q2 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $24.6M | 746K | ▲+101% Added · +375K sh | Q2 2026 | |
| 6 | STIFEL FINANCIAL CORP | $14.8M | 503K | ▲+43% Added · +152K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $15.9M | 483K | ▲+17% Added · +69K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $13.8M | 469K | ▲+18% Added · +70K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 465K | ▲+27% Added · +99K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $12.5M | 424K | ▲+606% Added · +364K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $7.1M | 242K | ▼−11% Reduced · −31K sh | Q1 2026 | |
| 12 | Taylor Securities Services, Inc. | $5.9M | 180K | ▲+15% Added · +24K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $5.1M | 175K | ▲356× Added · +174K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $5.6M | 169K | ▲+1.5% Added · +3K sh | Q2 2026 | |
| 15 | HighTower Advisors, LLC | $4.8M | 162K | ▲+16% Added · +22K sh | Q1 2026 | |
| 16 | Aptus Capital Advisors, LLC | $5.1M | 154K | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 17 | Prime Capital Investment Advisors, LLC | $5.0M | 151K | ▲+24% Added · +29K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $4.3M | 145K | ▲+69% Added · +59K sh | Q1 2026 | |
| 19 | Anson Capital, Inc. | $4.1M | 123K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 20 | OmniStar Financial Group, Inc. | $2.9M | 87K | ▲+5.4% Added · +4K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $2.5M | 86K | ▲+32% Added · +21K sh | Q1 2026 | |
| 22 | MONECO ADVISORS, LLC | $2.3M | 70K | ▲New +70K sh | Q2 2026 | |
| 23 | InTrack Investment Management Inc | $1.9M | 59K | ▼−13% Reduced · −9K sh | Q2 2026 | |
| 24 | Summit Wealth Partners, LLC | $1.9M | 58K | ▲+259% Added · +42K sh | Q2 2026 | |
| 25 | Global Trust Asset Management, LLC | $1.2M | 36K | ▲+80% Added · +16K 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, 8 funds opened a new position in FHEQ and 9 added to an existing one, while 4 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $1.2B |
| NVIDIA CORPNVDA | 20 funds | $4.5B |
| APPLE INCAAPL | 20 funds | $2.9B |
| AMAZON.COM INCAMZN | 20 funds | $2.4B |
| MICROSOFT CORPMSFT | 20 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 20 funds | $1.2B |
| WALMART INCWMT | 20 funds | $533.4M |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $4.1B |
| MICRON TECHNOLOGY INCMU | 19 funds | $1.8B |
| BROADCOM INCAVGO | 19 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.3B |
Ranked by how many of FHEQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FYEEmc | 54 funds | $98.8M |
| FHEQthis pageMF Closed and MF Open | 53 funds | $772.9M |
| FBUFDYNAMIC BUFFERED | 12 funds | $5.6M |
| 31624J620MANAGED FUTURES | 4 funds | $234.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FHEQ
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.
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.