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/FSEP/capital-change-brief"
Use Arkolith's capital_change_brief for FSEP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $40.9M | 742K | ▲+1.1% Added · +8K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $24.6M | 488K | ▼−3.7% Reduced · −19K sh | Q1 2026 | |
| 3 | CWM, LLC | $21.4M | 425K | ▼−6.0% Reduced · −27K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $18.5M | 368K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $14.1M | 280K | ▲+11% Added · +29K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $14.0M | 279K | ▼−9.6% Reduced · −30K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $12.1M | 241K | ▼−1.3% Reduced · −3K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 203K | ▼−32% Reduced · −96K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $9.9M | 196K | ▼−10% Reduced · −22K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $8.2M | 162K | ▲+13% Added · +18K sh | Q1 2026 | |
| 11 | Atria Investments, Inc | $7.3M | 146K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 12 | Strategic Blueprint, LLC | $5.2M | 104K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $5.2M | 102K | ▲+590% Added · +88K sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $3.7M | 73K | ▲+14% Added · +9K sh | Q1 2026 | |
| 15 | Prospera Financial Services Inc | $3.8M | 69K | ▼−0.4% Reduced · −285 sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $3.4M | 68K | ▲+1.0% Added · +645 sh | Q1 2026 | |
| 17 | CreativeOne Wealth, LLC | $3.4M | 67K | ▼−8.0% Reduced · −6K sh | Q1 2026 | |
| 18 | Fragasso Financial Advisors Inc | $3.3M | 61K | ▼−1.3% Reduced · −776 sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $1.8M | 37K | ▼−0.1% Reduced · −50 sh | Q1 2026 | |
| 20 | Rockefeller Capital Management L.P. | $1.7M | 34K | ▲+61% Added · +13K sh | Q1 2026 | |
| 21 | Gerber Kawasaki Wealth & Investment Management | $1.6M | 32K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 22 | McKinley Carter Wealth Services, Inc. | $1.3M | 26K | —Held | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $1.3M | 26K | ▼−0.7% Reduced · −173 sh | Q1 2026 | |
| 24 | Mariner, LLC | $1.3M | 25K | ▲+47% Added · +8K sh | Q1 2026 | |
| 25 | Bleakley Financial Group, LLC | $1.2M | 25K | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 53 funds | $17.0B |
| NVIDIA CORPNVDA | 53 funds | $15.3B |
| MICROSOFT CORPMSFT | 53 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 53 funds | $8.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $7.6B |
| BROADCOM INCAVGO | 53 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 53 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 53 funds | $4.7B |
| VANGUARD VALUE ETFVTV | 53 funds | $4.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 53 funds | $4.1B |
| ISHARES CORE MSCI EMERGINGIEMG | 53 funds | $4.0B |
Ranked by how many of FSEP'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 FSEP. 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.