Among active 13F managers last quarter, 8 opened and 17 added, while 5 reduced; the largest holder to move was Advisory Resource Group (+3.0%).
54 tracked 13F filers disclose a position in FYEE as of the latest SEC 13F filings, a combined $80.8M 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 | Commonwealth Equity Services, LLC | 484K | $13.1M | ▲+12% Added · +53K sh | Q1 2026 | |
| 2 | Advisory Resource Group | 292K | $8.4M | ▲+3.0% Added · +9K sh | Q2 2026 | |
| 3 | Concurrent Investment Advisors, LLC | 240K | $6.9M | ▲+1.6% Added · +4K sh | Q2 2026 | |
| 4 | Sentinel Advisory Group, LLC | 210K | $6.1M | ▲+14% Added · +25K sh | Q2 2026 | |
| 5 | Bleakley Financial Group, LLC | 190K | $5.5M | ▲+3.9% Added · +7K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | 168K | $4.6M | ▲+73% Added · +71K sh | Q1 2026 | |
| 7 | Kestra Private Wealth Services, LLC | 140K | $4.1M | ▲+2.3% Added · +3K sh | Q2 2026 | |
| 8 | TBH Global Asset Management, LLC | 104K | $3.0M | ▼−0.1% Reduced · −87 sh | Q2 2026 | |
| 9 | Aptus Capital Advisors, LLC | 78K | $2.2M | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 10 | NewEdge Advisors, LLC | 70K | $2.0M | ▼−5.9% Reduced · −4K sh | Q2 2026 | |
| 11 | San Luis Wealth Advisors LLC | 69K | $2.0M | ▲New +69K sh | Q2 2026 | |
| 12 | Resolute Capital, LLC | 59K | $1.7M | ▲+32% Added · +14K sh | Q2 2026 | |
| 13 | Wealth Effects LLC | 54K | $1.6M | ▲+4.8% Added · +2K sh | Q2 2026 | |
| 14 | LPL Financial LLC | 52K | $1.4M | ▲+366% Added · +41K sh | Q1 2026 | |
| 15 | Traynor Capital Management, Inc. | 52K | $1.5M | ▲+64% Added · +20K sh | Q2 2026 | |
| 16 | Mission Financial Group, LLC | 41K | $1.2M | ▲+12% Added · +4K sh | Q2 2026 | |
| 17 | Financial Management Network Inc | 39K | $1.1M | ▲New +39K sh | Q2 2026 | |
| 18 | Summit Wealth Partners, LLC | 38K | $1.1M | ▲+122% Added · +21K sh | Q2 2026 | |
| 19 | Global Trust Asset Management, LLC | 38K | $1.1M | ▲+78% Added · +17K sh | Q2 2026 | |
| 20 | Kraematon Investment Advisors, Inc | 36K | $1.0M | ▲+2.7% Added · +963 sh | Q2 2026 | |
| 21 | Jane Street Group, LLC | 36K | $975K | ▲+624% Added · +31K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | 35K | $1.0M | ▲Added Added · +35K sh | Q2 2026 | |
| 23 | NFSG Corp | 24K | $684K | ▲+15% Added · +3K sh | Q2 2026 | |
| 24 | Spire Wealth Management | 24K | $639K | ▲+7.9% Added · +2K sh | Q1 2026 | |
| 25 | Atria Investments, Inc | 21K | $609K | ▲+124% Added · +12K 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, 8 funds opened a new position in FYEE and 17 added to an existing one, while 5 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 | 31 funds | $15.7B |
| Nvidia CorpNVDA | 31 funds | $5.3B |
| Amazon.com IncAMZN | 31 funds | $5.2B |
| Apple IncAAPL | 31 funds | $5.1B |
| Microsoft CorpMSFT | 31 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 31 funds | $1.8B |
| Eli Lilly & CoLLY | 31 funds | $1.7B |
| Johnson & JohnsonJNJ | 31 funds | $1.2B |
| JPMorgan Chase & CoJPM | 30 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 30 funds | $2.4B |
| Alphabet Inc-CL CGOOG | 30 funds | $1.9B |
| Tesla IncTSLA | 30 funds | $1.1B |
Ranked by how many of FYEE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FYEE.
| Class | 13F holders | Value held |
|---|---|---|
| FYEEthis pagemc | 54 funds | $80.8M |
| FHEQMF Closed and MF Open | 52 funds | $739.1M |
| FBUFDYNAMIC BUFFERED | 11 funds | $4.3M |
| FFUTMANAGED FUTURES | 4 funds | $213.9M |
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 FYEE
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/FYEE/capital-change-brief"
Use Arkolith's capital_change_brief for FYEE. 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 FYEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.