Among active 13F managers last quarter, 1 opened and 2 added, while 2 reduced; the largest holder to move was Financial Enhancement Group LLC (−20%).
13 tracked 13F filers disclose a position in LFEQ as of the latest SEC 13F filings, a combined $12.6M 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 | Financial Enhancement Group LLC | 92K | $5.5M | ▼−20% Reduced · −22K sh | Q2 2026 | |
| 2 | Magnolia Capital Advisors LLC | 32K | $1.9M | ▲+0.1% Added · +41 sh | Q2 2026 | |
| 3 | LPL Financial LLC | 30K | $1.6M | ▼−3.1% Reduced · −975 sh | Q1 2026 | |
| 4 | Citadel Advisors LLC | 19K | $1.1M | ▼−2.8% Reduced · −539 sh | Q2 2026 | |
| 5 | Bank Of America Corp | 10K | $530K | ▼−5.6% Reduced · −604 sh | Q1 2026 | |
| 6 | Kraft, Davis & Associates, LLC | 9K | $525K | —Held | Q2 2026 | |
| 7 | Focus Advisor Solutions, LLC | 7K | $431K | —Held | Q2 2026 | |
| 8 | Raymond James Financial Inc | 5K | $268K | —Held | Q1 2026 | |
| 9 | J2 Capital Management Inc | 5K | $293K | ▲+0.4% Added · +20 sh | Q2 2026 | |
| 10 | Wealth Advisory Solutions, LLC | 5K | $276K | —Held | Q2 2026 | |
| 11 | Sigma Planning Corp | 4K | $216K | ▲New +4K sh | Q2 2026 | |
| 12 | Morgan Stanley | 1 | $65 | —Held | Q1 2026 | |
| 13 | Wells Fargo & Company | 1 | $52 | —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.
Last quarter, 1 fund opened a new position in LFEQ and 2 added to an existing one, while 2 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 | 7 funds | $13.6B |
| Amazon.com IncAMZN | 7 funds | $2.7B |
| Nvidia CorpNVDA | 7 funds | $2.6B |
| Apple IncAAPL | 7 funds | $2.5B |
| Microsoft CorpMSFT | 7 funds | $1.5B |
| Eli Lilly & CoLLY | 7 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.1B |
| Abbvie IncABBV | 7 funds | $828.2M |
| Chevron CorpCVX | 7 funds | $608.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $445.4M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $173.2M |
| Vanguard Dividend Apprec ETFVIG | 7 funds | $59.4M |
Ranked by how many of LFEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LFEQ.
| Class | 13F holders | Value held |
|---|---|---|
| SMHmc | 1412 funds | $23.2B |
| GDXmc | 1005 funds | $13.9B |
| MOATmc | 681 funds | $6.6B |
| NLRmc | 486 funds | $1.9B |
| GDXJmc | 409 funds | $3.6B |
| ANGLmc | 306 funds | $1.8B |
| BIZDmc | 240 funds | $665.8M |
| FLTRmc | 235 funds | $1.4B |
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 LFEQ
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/LFEQ/capital-change-brief"
Use Arkolith's capital_change_brief for LFEQ. 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 LFEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.