27 tracked 13F filers disclose a position in FOXY as of the latest SEC 13F filings, a combined $123.5M 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 | Gradient Investments LLC | $35.4M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | $15.0M | 512K | ▲+26% Added · +105K sh | Q1 2026 | |
| 3 | BNP PARIBAS FINANCIAL MARKETS | $12.5M | 427K | ▲+71% Added · +177K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $8.1M | 276K | ▲+441% Added · +225K sh | Q1 2026 | |
| 5 | Elevated Capital Advisors, LLC | $8.1M | 273K | ▲+12% Added · +29K sh | Q2 2026 | |
| 6 | PRINCIPAL SECURITIES, INC. | $6.4M | 214K | ▲+46% Added · +68K sh | Q2 2026 | |
| 7 | CITIGROUP INC | $5.2M | 178K | ▲+82% Added · +80K sh | Q1 2026 | |
| 8 | Encompass More Asset Management | $5.2M | 175K | ▲+34% Added · +45K sh | Q2 2026 | |
| 9 | Key Capital Management, INC | $4.4M | 147K | ▲+8.8% Added · +12K sh | Q2 2026 | |
| 10 | Park Edge Advisors, LLC | $3.6M | 120K | ▼−6.2% Reduced · −8K sh | Q2 2026 | |
| 11 | CreativeOne Wealth, LLC | $3.3M | 111K | ▲+124% Added · +62K sh | Q1 2026 | |
| 12 | Pekin Hardy Strauss, Inc. | $3.2M | 107K | ▲+43% Added · +32K sh | Q2 2026 | |
| 13 | B.O.S.S. Retirement Advisors, LLC | $2.6M | 86K | ▲+7.6% Added · +6K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 77K | ▲New +77K sh | Q1 2026 | |
| 15 | Paladin Wealth, LLC | $1.3M | 44K | ▲New +44K sh | Q2 2026 | |
| 16 | Beacon Capital Management, LLC | $1.3M | 43K | ▼−23% Reduced · −13K sh | Q2 2026 | |
| 17 | MATHER GROUP, LLC. | $1.1M | 37K | ▲New +37K sh | Q1 2026 | |
| 18 | Networth Advisors, LLC | $944K | 32K | ▲+5.3% Added · +2K sh | Q2 2026 | |
| 19 | WealthCare Asset Management, LLC | $795K | 27K | ▲+103% Added · +14K sh | Q2 2026 | |
| 20 | Mosley Wealth Management | $663K | 22K | ▲New +22K sh | Q2 2026 | |
| 21 | CWM, LLC | $582K | 20K | ▲+140% Added · +12K sh | Q1 2026 | |
| 22 | Belpointe Asset Management LLC | $563K | 19K | ▼−64% Reduced · −35K sh | Q1 2026 | |
| 23 | Sowell Financial Services LLC | $390K | 13K | ▲New +13K sh | Q2 2026 | |
| 24 | Decker Retirement Planning Inc. | $266K | 9K | ▼−0.3% Reduced · −25 sh | Q2 2026 | |
| 25 | LANARK FINANCIAL, INC. | $265K | 9K | ▲+250% Added · +6K 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, 3 funds opened a new position in FOXY 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 |
|---|---|---|
| APPLE INCAAPL | 16 funds | $595.6M |
| NVIDIA CORPNVDA | 16 funds | $549.2M |
| AMAZON.COM INCAMZN | 16 funds | $392.1M |
| MICROSOFT CORPMSFT | 16 funds | $377.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $363.5M |
| ALPHABET INC-CL AGOOGL | 16 funds | $232.7M |
| VANGUARD S&P 500 ETFVOO | 16 funds | $214.0M |
| TESLA INCTSLA | 16 funds | $86.5M |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $491.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $361.8M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 15 funds | $263.4M |
| ALPHABET INC-CL CGOOG | 15 funds | $258.6M |
Ranked by how many of FOXY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 185 funds | $866.0M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 75 funds | $336.9M |
| CDXHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 60 funds | $396.9M |
| SVOLmc | 59 funds | $54.0M |
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 FOXY
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/FOXY/capital-change-brief"
Use Arkolith's capital_change_brief for FOXY. 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 FOXY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.