139 tracked 13F filers disclose a position in FSEP as of the latest SEC 13F filings, a combined $288.3M 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 | 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 | $16.4M | 298K | ▲+6.5% Added · +18K sh | Q2 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 | REAP Financial Group, LLC | $6.9M | 126K | ▼−9.0% Reduced · −12K sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | $6.1M | 111K | ▼−32% Reduced · −51K sh | Q2 2026 | |
| 12 | Schulz Wealth, LTD. | $5.7M | 103K | ▲+1.0% Added · +1K sh | Q2 2026 | |
| 13 | Keystone Wealth Services, LLC | $5.1M | 93K | ▼−0.8% Reduced · −800 sh | Q2 2026 | |
| 14 | Strategic Blueprint, LLC | $4.7M | 85K | ▼−18% Reduced · −19K sh | Q2 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $4.6M | 84K | ▲+24% Added · +16K sh | Q2 2026 | |
| 16 | 1776 Wealth LLC | $4.0M | 73K | —Held | Q2 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $3.7M | 73K | ▲+14% Added · +9K sh | Q1 2026 | |
| 18 | Prospera Financial Services Inc | $3.8M | 69K | ▼−0.4% Reduced · −285 sh | Q2 2026 | |
| 19 | Fragasso Financial Advisors Inc | $3.3M | 61K | ▼−1.3% Reduced · −776 sh | Q2 2026 | |
| 20 | ERn Financial, LLC | $2.4M | 43K | ▼−0.4% Reduced · −187 sh | Q2 2026 | |
| 21 | Integrity Financial Corp /WA | $2.3M | 42K | ▼−2.1% Reduced · −923 sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $1.9M | 35K | ▼−4.9% Reduced · −2K sh | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | $1.7M | 34K | ▲+61% Added · +13K sh | Q1 2026 | |
| 24 | Gerber Kawasaki Wealth & Investment Management | $1.8M | 32K | ▼−1.2% Reduced · −400 sh | Q2 2026 | |
| 25 | BECK CAPITAL MANAGEMENT, LLC | $1.7M | 31K | ▲+25% Added · +6K 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 FSEP and 8 added to an existing one, while 26 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 |
|---|---|---|
| NVIDIA CORPNVDA | 75 funds | $14.3B |
| MICROSOFT CORPMSFT | 75 funds | $8.0B |
| APPLE INCAAPL | 74 funds | $11.9B |
| ALPHABET INC-CL AGOOGL | 74 funds | $5.0B |
| ISHARES CORE S&P 500 ETFIVV | 73 funds | $8.7B |
| AMAZON.COM INCAMZN | 73 funds | $6.6B |
| ALPHABET INC-CL CGOOG | 73 funds | $4.1B |
| TESLA INCTSLA | 73 funds | $3.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 73 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 72 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 72 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 72 funds | $2.8B |
Ranked by how many of FSEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 197 funds | $1.4B |
| BUFQmc | 171 funds | $1.0B |
| FJULmc | 140 funds | $250.9M |
| FSEPthis pagemc | 139 funds | $288.3M |
| FDECmc | 138 funds | $308.2M |
| FAPRmc | 133 funds | $212.0M |
| BUFZmc | 131 funds | $762.8M |
| DDECmc | 117 funds | $181.4M |
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 FSEP
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.
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.