Among active 13F managers last quarter, 2 opened and 4 added, while 6 reduced; the largest holder to move was Brookwood Investment Group LLC (−12%).
40 tracked 13F filers disclose a position in FRTY as of the latest SEC 13F filings, a combined $86.2M 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 | UBS Group AG | 1.3M | $24.8M | ▲+7.5% Added · +89K sh | Q1 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 472K | $11.0M | ▲+4.9% Added · +22K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 430K | $8.4M | ▼−15% Reduced · −78K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 294K | $5.7M | ▼−10% Reduced · −34K sh | Q1 2026 | |
| 5 | Brookwood Investment Group LLC | 265K | $6.6M | ▼−12% Reduced · −36K sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 217K | $4.2M | ▲+67% Added · +87K sh | Q1 2026 | |
| 7 | Castle Rock Wealth Management, LLC | 133K | $3.2M | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 8 | Proactive Wealth Strategies LLC | 86K | $2.1M | ▲+42% Added · +26K sh | Q2 2026 | |
| 9 | Flagship Harbor Advisors, LLC | 75K | $1.9M | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 10 | Advisory Advocates, LLC | 69K | $1.7M | ▲+5.7% Added · +4K sh | Q2 2026 | |
| 11 | Creative Financial Designs Inc | 67K | $1.7M | ▼−5.8% Reduced · −4K sh | Q2 2026 | |
| 12 | Keystone Financial Services, LLC | 62K | $1.5M | ▲+3.1% Added · +2K sh | Q2 2026 | |
| 13 | Sargent Investment Group, LLC | 61K | $1.5M | —Held | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 59K | $1.2M | ▲+57% Added · +21K sh | Q1 2026 | |
| 15 | Worth Financial Advisory Group, LLC | 58K | $1.4M | ▲+299% Added · +43K sh | Q2 2026 | |
| 16 | Western Wealth Management, LLC | 52K | $1.3M | ▼−12% Reduced · −7K sh | Q2 2026 | |
| 17 | &Partners | 42K | $1.0M | ▲+10% Added · +4K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 35K | $674K | ▲+1.8% Added · +628 sh | Q1 2026 | |
| 19 | Davenport & Co LLC | 33K | $830K | ▲+6.4% Added · +2K sh | Q2 2026 | |
| 20 | Balentine LLC | 31K | $757K | —Held | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 30K | $586K | ▲+3.1% Added · +902 sh | Q1 2026 | |
| 22 | Truist Financial Corp | 28K | $540K | ▲+56% Added · +10K sh | Q1 2026 | |
| 23 | Susquehanna International Group, LLP | 26K | $505K | ▲New +26K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | 16K | $303K | ▲New +16K sh | Q1 2026 | |
| 25 | Savant Capital, LLC | 15K | $325K | ▲New +15K 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 4 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 |
|---|---|---|
| Apple IncAAPL | 15 funds | $456.1M |
| Nvidia CorpNVDA | 15 funds | $391.8M |
| Amazon.com IncAMZN | 15 funds | $260.1M |
| Microsoft CorpMSFT | 15 funds | $199.8M |
| Alphabet Inc-CL AGOOGL | 15 funds | $171.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $185.0M |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $178.9M |
| Broadcom IncAVGO | 14 funds | $119.5M |
| JPMorgan Chase & CoJPM | 14 funds | $89.5M |
| Tesla IncTSLA | 14 funds | $75.0M |
| Meta Platforms Inc-Class AMETA | 14 funds | $73.7M |
| Micron Technology IncMU | 14 funds | $72.1M |
Ranked by how many of FRTY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FRTY.
| Class | 13F holders | Value held |
|---|---|---|
| ALAIMF Closed and MF Open | 80 funds | $263.0M |
| CNEQmc | 75 funds | $443.5M |
| FRTYthis pagemc | 40 funds | $86.2M |
| ATFVmc | 32 funds | $107.8M |
| INVNRUSSELL INNOVATI | 6 funds | $4.2M |
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.