95 tracked 13F filers disclose a position in FPF as of the latest SEC 13F filings, a combined $287.9M 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 | $171.8M | 9.7M | ▲+6.0% Added · +550K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $21.5M | 1.2M | ▲+5.5% Added · +64K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $16.7M | 949K | ▼−0.1% Reduced · −575 sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $13.0M | 739K | ▲+6.3% Added · +44K sh | Q1 2026 | |
| 5 | Peak Planning Group, LLC | $7.0M | 398K | ▲+2.1% Added · +8K sh | Q1 2026 | |
| 6 | MGO ONE SEVEN LLC | $6.9M | 377K | ▼−3.5% Reduced · −14K sh | Q2 2026 | |
| 7 | D.A. DAVIDSON & CO. | $4.7M | 257K | ▲+9.0% Added · +21K sh | Q2 2026 | |
| 8 | STIFEL FINANCIAL CORP | $3.2M | 180K | ▲+6.9% Added · +12K sh | Q1 2026 | |
| 9 | UBS Group AG | $2.8M | 159K | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 10 | Rareview Capital LLC | $2.5M | 133K | ▲+45% Added · +41K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $2.0M | 112K | ▼−22% Reduced · −31K sh | Q1 2026 | |
| 12 | Hennion & Walsh Asset Management, Inc. | $1.9M | 107K | ▲+65% Added · +42K sh | Q2 2026 | |
| 13 | Baird Financial Group, Inc. | $1.8M | 100K | ▼−0.6% Reduced · −559 sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $1.7M | 96K | ▲+11% Added · +10K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.7M | 95K | ▲+8.1% Added · +7K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $1.5M | 83K | ▲+0.6% Added · +529 sh | Q1 2026 | |
| 17 | Noble Wealth Management PBC | $1.5M | 82K | ▲+9.6% Added · +7K sh | Q2 2026 | |
| 18 | IHT Wealth Management, LLC | $1.3M | 74K | —Held | Q1 2026 | |
| 19 | Cetera Investment Advisers | $1.3M | 72K | ▲+6.9% Added · +5K sh | Q1 2026 | |
| 20 | Onyx Bridge Wealth Group LLC | $1.3M | 69K | ▲+1.4% Added · +930 sh | Q2 2026 | |
| 21 | PRINCIPAL SECURITIES, INC. | $1.2M | 68K | ▼−3.2% Reduced · −2K sh | Q2 2026 | |
| 22 | OPPENHEIMER & CO INC | $1.1M | 61K | ▼−9.7% Reduced · −7K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 57K | ▲+11% Added · +6K sh | Q1 2026 | |
| 24 | CENTAURUS FINANCIAL, INC. | $995K | 56K | ▼−0.8% Reduced · −449 sh | Q1 2026 | |
| 25 | Prospera Financial Services Inc | $935K | 51K | ▲+11% 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.
Last quarter, 3 funds opened a new position in FPF and 15 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 44 funds | $26.0B |
| APPLE INCAAPL | 43 funds | $31.1B |
| JPMORGAN CHASE & COJPM | 43 funds | $6.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $1.8B |
| CHEVRON CORPCVX | 43 funds | $1.8B |
| NVIDIA CORPNVDA | 42 funds | $38.0B |
| AMAZON.COM INCAMZN | 42 funds | $17.3B |
| ALPHABET INC-CL CGOOG | 42 funds | $10.0B |
| JOHNSON & JOHNSONJNJ | 42 funds | $5.6B |
| CISCO SYSTEMS INCCSCO | 42 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 41 funds | $14.7B |
| BROADCOM INCAVGO | 41 funds | $13.4B |
Ranked by how many of FPF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 5, 2024 | Graci Angelo D | Insider | Sell (S) | 2K | $35K |
| Apr 5, 2024 | Graci Angelo D | Insider | Sell (S) | 2K | $26K |
| Mar 4, 2024 | Graci Angelo D | Insider | Sell (P) | 6K | $104K |
| Dec 14, 2023 | FLEMING SCOTT T | Insider | Buy (P) | 15K | $247K |
| Nov 22, 2023 | WEAVER ERIC DAVID | Insider | Buy (P) | 1K | $23K |
| Nov 21, 2023 | FLEMING SCOTT T | Insider | Buy (P) | 18K | $307K |
| Nov 21, 2023 | Graci Angelo D | Insider | Buy (P) | 2K | $26K |
| Oct 5, 2022 | FLEMING SCOTT T | Insider | Buy (P) | 8K | $124K |
| Sep 16, 2022 | WOLF ROBERT A | Insider | Buy (P) | 1K | $25K |
| Sep 15, 2022 | FLEMING SCOTT T | Insider | Buy (P) | 8K | $135K |
| Mar 23, 2020 | FLEMING SCOTT T | Insider | Buy (P) | 8K | $99K |
| Mar 12, 2020 | FLEMING SCOTT T | Insider | Buy (P) | 3K | $48K |
Connected entities for FPF
This stock 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/FPF/capital-change-brief"
Use Arkolith's capital_change_brief for FPF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FPF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.