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/FPE/capital-change-brief"
Use Arkolith's capital_change_brief for FPE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $936.5M | 52.8M | ▼−0.9% Reduced · −492K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $347.1M | 19.6M | ▼−17% Reduced · −4.0M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $316.6M | 17.8M | ▲+6.0% Added · +1.0M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $302.1M | 17.0M | ▲+6.8% Added · +1.1M sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $181.1M | 10.2M | ▲+7.1% Added · +676K sh | Q1 2026 | |
| 6 | UBS Group AG | $166.0M | 9.4M | ▼−2.2% Reduced · −213K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $153.6M | 8.7M | ▲+5.4% Added · +447K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $89.2M | 5.0M | ▲+7.8% Added · +362K sh | Q1 2026 | |
| 9 | Gallagher Fiduciary Advisors, LLC | Withheld | 3.9M | ▲18× Added · +3.7M sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $61.4M | 3.5M | ▲+4.9% Added · +161K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $52.6M | 3.0M | ▲+15% Added · +383K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $44.9M | 2.5M | ▲+22% Added · +455K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $43.1M | 2.4M | ▲+4.7% Added · +108K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $41.8M | 2.4M | ▲+4.3% Added · +96K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $39.8M | 2.2M | ▲+4.7% Added · +101K sh | Q1 2026 | |
| 16 | Advisory Alpha, LLC | $38.1M | 2.1M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $36.2M | 2.0M | ▼−7.9% Reduced · −175K sh | Q1 2026 | |
| 18 | MAI Capital Management | $35.5M | 2.0M | ▲+6.9% Added · +130K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $34.8M | 2.0M | ▲+11% Added · +191K sh | Q1 2026 | |
| 20 | Magnus Financial Group LLC | $35.0M | 2.0M | ▲+3.9% Added · +74K sh | Q2 2026 | |
| 21 | PARK NATIONAL CORP /OH/ | $34.0M | 1.9M | ▲+2.0% Added · +37K sh | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $31.8M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 23 | Falcon Wealth Planning | $27.4M | 1.5M | ▲+1.3% Added · +20K sh | Q2 2026 | |
| 24 | TRUIST FINANCIAL CORP | $26.7M | 1.5M | ▲+28% Added · +328K sh | Q1 2026 | |
| 25 | Prospera Financial Services Inc | $25.3M | 1.4M | ▼−6.8% Reduced · −103K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 137 funds | $30.6B |
| NVIDIA CORPNVDA | 137 funds | $30.1B |
| MICROSOFT CORPMSFT | 137 funds | $22.2B |
| AMAZON.COM INCAMZN | 137 funds | $17.8B |
| JOHNSON & JOHNSONJNJ | 137 funds | $5.9B |
| TESLA INCTSLA | 137 funds | $5.2B |
| CHEVRON CORPCVX | 137 funds | $4.4B |
| ISHARES CORE S&P 500 ETFIVV | 136 funds | $28.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 136 funds | $18.2B |
| ALPHABET INC-CL AGOOGL | 136 funds | $15.0B |
| BROADCOM INCAVGO | 136 funds | $11.1B |
| ALPHABET INC-CL CGOOG | 136 funds | $10.8B |
Ranked by how many of FPE'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 FPE. 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.