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.
| # | 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 | $41.6M | 2.2M | ▼−13% Reduced · −331K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $39.5M | 2.1M | ▲+13% Added · +239K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $30.2M | 1.6M | ▼−17% Reduced · −319K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $27.9M | 1.5M | ▲+8.1% Added · +110K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $27.1M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 12 | Annex Advisory Services, LLC | $22.1M | 1.1M | ▲+12% Added · +121K sh | Q2 2026 | |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | $18.9M | 996K | ▲+2.8% Added · +28K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $13.4M | 703K | ▲+7.4% Added · +49K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $12.8M | 674K | ▼−8.0% Reduced · −58K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $12.0M | 632K | ▲+2.3% Added · +14K sh | Q1 2026 | |
| 17 | INTEGRAL INVESTMENT ADVISORS, INC. | $12.0M | 623K | ▲+1.3% Added · +8K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $9.9M | 523K | ▲+36% Added · +138K sh | Q1 2026 | |
| 19 | Merit Financial Group, LLC | $9.4M | 494K | ▼−73% Reduced · −1.4M sh | Q1 2026 | |
| 20 | Geneos Wealth Management Inc. | $9.3M | 488K | ▲+44% Added · +148K sh | Q1 2026 | |
| 21 | PARK NATIONAL CORP /OH/ | $8.8M | 454K | ▲+234% Added · +318K sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $7.8M | 417K | ▼−5.1% Reduced · −23K sh | Q1 2026 | |
| 23 | Kingsview Wealth Management, LLC | $7.1M | 373K | ▲+5.0% Added · +18K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $7.0M | 368K | ▲+9.8% Added · +33K sh | Q1 2026 | |
| 25 | Prospera Financial Services Inc | $6.9M | 357K | ▲+1.3% Added · +5K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 69 funds | $14.8B |
| MICROSOFT CORPMSFT | 69 funds | $12.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 69 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 69 funds | $5.9B |
| BROADCOM INCAVGO | 69 funds | $5.8B |
| VANGUARD GROWTH ETFVUG | 69 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 69 funds | $4.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 69 funds | $4.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 69 funds | $4.4B |
| EXXON MOBIL CORPXOM | 69 funds | $3.6B |
| ELI LILLY & COLLY | 69 funds | $3.4B |
Ranked by how many of FPEI'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 FPEI. 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.