203 tracked 13F filers disclose a position in FPEI as of the latest SEC 13F filings, a combined $1.5B 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 | MORGAN STANLEY | $378.7M | 19.9M | ▲+7.5% Added · +1.4M sh | Q1 2026 | |
| 2 | UBS Group AG | $186.1M | 9.8M | ▲+8.8% Added · +795K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $114.3M | 6.0M | ▲+29% Added · +1.4M sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $102.1M | 5.4M | ▲+7.0% Added · +351K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $81.4M | 4.3M | ▼−1.6% Reduced · −72K sh | Q1 2026 | |
| 6 | SMITH CHAS P & ASSOCIATES PA CPAS | $46.1M | 2.4M | ▲+1.9% Added · +44K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $43.8M | 2.3M | ▲+3.6% Added · +78K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $39.5M | 2.1M | ▲+13% Added · +239K sh | Q1 2026 | |
| 9 | Montis Financial, LLC | $36.7M | 1.9M | ▲+4.8% Added · +87K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $30.2M | 1.6M | ▼−17% Reduced · −319K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $27.9M | 1.5M | ▲+8.1% Added · +110K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $27.1M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 13 | FUKOKU MUTUAL LIFE INSURANCE CO | $24.3M | 1.3M | —Held | Q2 2026 | |
| 14 | Annex Advisory Services, LLC | $22.1M | 1.1M | ▲+12% Added · +121K sh | Q2 2026 | |
| 15 | Legacy Edge Advisors, LLC | $20.2M | 1.0M | ▼−17% Reduced · −214K sh | Q3 2026 | |
| 16 | CITIZENS FINANCIAL GROUP INC/RI | $18.9M | 996K | ▲+2.8% Added · +28K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $13.4M | 703K | ▲+7.4% Added · +49K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $12.8M | 674K | ▼−8.0% Reduced · −58K sh | Q1 2026 | |
| 19 | Essex LLC | $12.5M | 648K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 20 | Baird Financial Group, Inc. | $12.0M | 632K | ▲+2.3% Added · +14K sh | Q1 2026 | |
| 21 | INTEGRAL INVESTMENT ADVISORS, INC. | $12.0M | 623K | ▲+1.3% Added · +8K sh | Q2 2026 | |
| 22 | McAdam, LLC | $10.4M | 539K | ▲+117% Added · +291K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $9.9M | 523K | ▲+36% Added · +138K sh | Q1 2026 | |
| 24 | Geneos Wealth Management Inc. | $9.6M | 499K | ▲+2.4% Added · +12K sh | Q2 2026 | |
| 25 | PARK NATIONAL CORP /OH/ | $8.8M | 454K | ▲+234% Added · +318K 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, 1 fund opened a new position in FPEI and 33 added to an existing one, while 16 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 | 108 funds | $41.0B |
| MICROSOFT CORPMSFT | 108 funds | $33.7B |
| AMAZON.COM INCAMZN | 108 funds | $22.4B |
| NVIDIA CORPNVDA | 107 funds | $49.9B |
| ALPHABET INC-CL AGOOGL | 106 funds | $19.9B |
| ELI LILLY & COLLY | 104 funds | $9.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 104 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 103 funds | $13.0B |
| JPMORGAN CHASE & COJPM | 103 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 102 funds | $10.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 102 funds | $6.9B |
| BROADCOM INCAVGO | 101 funds | $17.6B |
Ranked by how many of FPEI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FTLSmc | 244 funds | $1.8B |
| FPEIthis pagemc | 203 funds | $1.5B |
| FMHImc | 175 funds | $656.8M |
| FSMBmc | 126 funds | $452.5M |
| FEMBmc | 97 funds | $217.7M |
| FCALMF Closed and MF Open | 82 funds | $136.2M |
| RFDIUIT EXCHANGE TRADED | 49 funds | $107.8M |
| HUSVmc | 45 funds | $55.9M |
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 FPEI
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/FPEI/capital-change-brief"
Use Arkolith's capital_change_brief for FPEI. 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 FPEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.