34 tracked 13F filers disclose a position in FRTY as of the latest SEC 13F filings, a combined $79.5M 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 | UBS Group AG | $24.8M | 1.3M | ▲+7.5% Added · +89K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 472K | ▲+4.9% Added · +22K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $8.4M | 430K | ▼−15% Reduced · −78K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.7M | 294K | ▼−10% Reduced · −34K sh | Q1 2026 | |
| 5 | Brookwood Investment Group LLC | $6.6M | 265K | ▼−12% Reduced · −36K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 217K | ▲+67% Added · +87K sh | Q1 2026 | |
| 7 | Castle Rock Wealth Management, LLC | $3.2M | 133K | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 75K | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.7M | 67K | ▼−5.8% Reduced · −4K sh | Q2 2026 | |
| 10 | Keystone Financial Services, LLC | $1.5M | 62K | ▲+3.1% Added · +2K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 59K | ▲+57% Added · +21K sh | Q1 2026 | |
| 12 | Western Wealth Management, LLC | $1.1M | 58K | ▲New +58K sh | Q1 2026 | |
| 13 | Worth Financial Advisory Group, LLC | $1.4M | 58K | ▲+299% Added · +43K sh | Q2 2026 | |
| 14 | &PARTNERS | $734K | 38K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $674K | 35K | ▲+1.8% Added · +628 sh | Q1 2026 | |
| 16 | DAVENPORT & Co LLC | $830K | 33K | ▲+6.4% Added · +2K sh | Q2 2026 | |
| 17 | Balentine LLC | $594K | 31K | —Held | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $586K | 30K | ▲+3.1% Added · +902 sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $540K | 28K | ▲+56% Added · +10K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $505K | 26K | ▲New +26K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $303K | 16K | ▲New +16K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $270K | 14K | ▲+113% Added · +8K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $274K | 14K | ▲+2.3% Added · +310 sh | Q1 2026 | |
| 24 | Prosperity Financial Group, Inc. | $290K | 12K | ▼−3.7% Reduced · −450 sh | Q2 2026 | |
| 25 | Stonebridge Financial Group, LLC / MO | $289K | 12K | ▲+16% Added · +2K 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, 2 funds opened a new position in FRTY and 3 added to an existing one, while 6 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 | 13 funds | $397.0M |
| NVIDIA CORPNVDA | 13 funds | $370.3M |
| AMAZON.COM INCAMZN | 13 funds | $239.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $183.4M |
| MICROSOFT CORPMSFT | 13 funds | $174.4M |
| ALPHABET INC-CL AGOOGL | 13 funds | $146.5M |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $331.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $177.4M |
| ALPHABET INC-CL CGOOG | 12 funds | $129.4M |
| BROADCOM INCAVGO | 12 funds | $111.5M |
| JPMORGAN CHASE & COJPM | 12 funds | $76.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $69.3M |
Ranked by how many of FRTY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ALAIMF Closed and MF Open | 64 funds | $212.7M |
| CNEQmc | 62 funds | $338.9M |
| FRTYthis pagemc | 34 funds | $79.5M |
| ATFVmc | 28 funds | $92.1M |
| INVNRUSSELL INNOVATI | 3 funds | $1.8M |
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 FRTY
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/FRTY/capital-change-brief"
Use Arkolith's capital_change_brief for FRTY. 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 FRTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.