Among active 13F managers last quarter, 10 opened and 11 added, while 6 reduced; the largest holder to move was Concurrent Investment Advisors, LLC (new position).
83 tracked 13F filers disclose a position in FPXI as of the latest SEC 13F filings, a combined $166.6M 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 | LPL Financial LLC | 463K | $28.6M | ▲+5.1% Added · +22K sh | Q1 2026 | |
| 2 | Concurrent Investment Advisors, LLC | 409K | $34.3M | ▲New +409K sh | Q2 2026 | |
| 3 | Morgan Stanley | 262K | $16.1M | ▲+28% Added · +57K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 153K | $9.5M | ▲+8.3% Added · +12K sh | Q1 2026 | |
| 5 | &Partners | 108K | $9.0M | ▲New +108K sh | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | 84K | $7.0M | ▲+69% Added · +34K sh | Q2 2026 | |
| 7 | Kestra Advisory Services, LLC | 58K | $4.9M | ▲+16% Added · +8K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 42K | $2.6M | ▼−8.9% Reduced · −4K sh | Q1 2026 | |
| 9 | Vise Technologies, Inc. | 41K | $3.4M | ▲New +41K sh | Q2 2026 | |
| 10 | UBS Group AG | 39K | $2.4M | ▲+24% Added · +8K sh | Q1 2026 | |
| 11 | SFI Advisors, LLC | 38K | $3.2M | ▼−0.7% Reduced · −287 sh | Q2 2026 | |
| 12 | WealthCare Investment Partners, LLC | 36K | $3.0M | ▲+1.1% Added · +403 sh | Q2 2026 | |
| 13 | Twin Peaks Wealth Advisors, LLC | 35K | $2.9M | ▼−0.8% Reduced · −300 sh | Q2 2026 | |
| 14 | Northbridge Financial Group, LLC | 33K | $2.8M | ▲+44% Added · +10K sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 30K | $1.9M | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 16 | Synergy Asset Management, LLC | 29K | $2.5M | ▲Added Added · +29K sh | Q2 2026 | |
| 17 | Arkadios Wealth Advisors | 28K | $2.4M | ▼−4.0% Reduced · −1K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | 26K | $1.6M | ▲+3.6% Added · +913 sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 25K | $1.6M | ▲+8.8% Added · +2K sh | Q1 2026 | |
| 20 | Royal Bank Of Canada | 24K | $1.5M | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 21 | Kingsview Wealth Management, LLC | 24K | $2.0M | ▲+228% Added · +17K sh | Q2 2026 | |
| 22 | Benjamin Edwards Inc | 23K | $2.0M | ▼−6.7% Reduced · −2K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | 23K | $1.4M | ▼−4.3% Reduced · −1K sh | Q1 2026 | |
| 24 | Osaic Holdings, Inc. | 22K | $1.3M | ▲+21% Added · +4K sh | Q1 2026 | |
| 25 | Susquehanna International Group, LLP | 20K | $1.3M | ▼−78% Reduced · −73K sh | Q1 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 10 funds opened a new position in FPXI and 11 added to an existing one, while 6 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 35 funds | $15.1B |
| Apple IncAAPL | 35 funds | $6.8B |
| Nvidia CorpNVDA | 35 funds | $6.5B |
| Microsoft CorpMSFT | 35 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 35 funds | $3.1B |
| Vanguard S&P 500 ETFVOO | 35 funds | $2.2B |
| Tesla IncTSLA | 35 funds | $1.3B |
| Amazon.com IncAMZN | 34 funds | $4.8B |
| JPMorgan Chase & CoJPM | 34 funds | $2.2B |
| Meta Platforms Inc-Class AMETA | 34 funds | $1.8B |
| Vanguard Dividend Apprec ETFVIG | 34 funds | $470.6M |
| Broadcom IncAVGO | 33 funds | $2.8B |
Ranked by how many of FPXI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FPXI.
| Class | 13F holders | Value held |
|---|---|---|
| CIBRmc | 770 funds | $5.7B |
| SKYYmc | 391 funds | $971.2M |
| FXLcs | 261 funds | $887.7M |
| FXHcs | 235 funds | $441.2M |
| FXOcs | 204 funds | $639.0M |
| FGDcs | 199 funds | $780.5M |
| FXUcs | 186 funds | $598.5M |
| FXRcs | 171 funds | $479.1M |
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 FPXI
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/FPXI/capital-change-brief"
Use Arkolith's capital_change_brief for FPXI. 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 FPXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.