Among active 13F managers last quarter, 9 opened and 13 added, while 4 reduced; the largest holder to move was Gradient Investments LLC (new position).
42 tracked 13F filers disclose a position in FOXY as of the latest SEC 13F filings, a combined $136.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1.2M | $35.4M | ▲New +1.2M sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | 512K | $15.0M | ▲+26% Added · +105K sh | Q1 2026 | |
| 3 | BNP Paribas Financial Markets | 427K | $12.5M | ▲+71% Added · +177K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 276K | $8.1M | ▲+441% Added · +225K sh | Q1 2026 | |
| 5 | Elevated Capital Advisors, LLC | 273K | $8.1M | ▲+12% Added · +29K sh | Q2 2026 | |
| 6 | Principal Securities, Inc. | 214K | $6.4M | ▲+46% Added · +68K sh | Q2 2026 | |
| 7 | Citigroup Inc | 178K | $5.2M | ▲+82% Added · +80K sh | Q1 2026 | |
| 8 | Encompass More Asset Management | 175K | $5.2M | ▲+34% Added · +45K sh | Q2 2026 | |
| 9 | Key Capital Management, INC | 147K | $4.4M | ▲+8.8% Added · +12K sh | Q2 2026 | |
| 10 | Park Edge Advisors, LLC | 120K | $3.6M | ▼−6.2% Reduced · −8K sh | Q2 2026 | |
| 11 | Pekin Hardy Strauss, Inc. | 107K | $3.2M | ▲+43% Added · +32K sh | Q2 2026 | |
| 12 | Howard Bailey Securities, LLC | 104K | $3.1M | ▲+0.9% Added · +936 sh | Q2 2026 | |
| 13 | CreativeOne Wealth, LLC | 94K | $2.8M | ▼−15% Reduced · −17K sh | Q2 2026 | |
| 14 | B.O.S.S. Retirement Advisors, LLC | 86K | $2.6M | ▲+7.6% Added · +6K sh | Q2 2026 | |
| 15 | FSA Advisors, Inc. | 80K | $2.4M | ▲+14% Added · +10K sh | Q2 2026 | |
| 16 | Envestnet Asset Management Inc | 77K | $2.3M | ▲New +77K sh | Q1 2026 | |
| 17 | Brown Financial Advisors | 57K | $1.7M | ▲New +57K sh | Q2 2026 | |
| 18 | Authentikos Wealth Advisory, LLC | 54K | $1.6M | ▲+4.5% Added · +2K sh | Q2 2026 | |
| 19 | Paladin Wealth, LLC | 44K | $1.3M | ▲New +44K sh | Q2 2026 | |
| 20 | Blackston Financial Advisory Group, LLC | 44K | $1.3M | ▲+7.0% Added · +3K sh | Q2 2026 | |
| 21 | Beacon Capital Management, LLC | 43K | $1.3M | ▼−23% Reduced · −13K sh | Q2 2026 | |
| 22 | Mather Group, LLC. | 37K | $1.1M | ▲New +37K sh | Q1 2026 | |
| 23 | Networth Advisors, LLC | 32K | $944K | ▲+5.3% Added · +2K sh | Q2 2026 | |
| 24 | Mattson Financial Services, LLC | 29K | $835K | ▲New +29K sh | Q2 2026 | |
| 25 | WealthCare Asset Management, LLC | 27K | $795K | ▲+103% Added · +14K 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, 9 funds opened a new position in FOXY and 13 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 26 funds | $3.1B |
| Amazon.com IncAMZN | 26 funds | $3.1B |
| Apple IncAAPL | 26 funds | $2.9B |
| Microsoft CorpMSFT | 26 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 26 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 25 funds | $1.2B |
| JPMorgan Chase & CoJPM | 25 funds | $944.1M |
| Walmart IncWMT | 25 funds | $770.9M |
| Tesla IncTSLA | 25 funds | $668.0M |
| Johnson & JohnsonJNJ | 25 funds | $506.4M |
| Vanguard S&P 500 ETFVOO | 25 funds | $371.9M |
| Ishares Core S&P 500 ETFIVV | 24 funds | $13.9B |
Ranked by how many of FOXY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FOXY.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 227 funds | $1.0B |
| MTBAcommon | 143 funds | $962.3M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXMF Closed and MF Open | 82 funds | $273.5M |
| HEQTMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 75 funds | $459.3M |
| SVOLmc | 74 funds | $61.4M |
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.