39 tracked 13F filers disclose a position in SFEB as of the latest SEC 13F filings, a combined $35.0M 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 | OSAIC HOLDINGS, INC. | $3.4M | 143K | ▲+27% Added · +31K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $3.4M | 143K | ▲+28% Added · +31K sh | Q1 2026 | |
| 3 | BFI Wealth Solutions, LLC | $3.3M | 139K | ▼−4.1% Reduced · −6K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $2.5M | 106K | ▲+48% Added · +35K sh | Q1 2026 | |
| 5 | MGO ONE SEVEN LLC | $2.5M | 105K | ▼−71% Reduced · −251K sh | Q1 2026 | |
| 6 | Diligent Investors, LLC | $2.7M | 104K | ▼−0.4% Reduced · −455 sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 91K | ▲+30% Added · +21K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $1.9M | 81K | ▲+96% Added · +40K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $1.8M | 77K | ▲+164% Added · +48K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 76K | ▲+54% Added · +27K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $1.4M | 60K | ▼−6.7% Reduced · −4K sh | Q1 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $854K | 36K | ▲+58% Added · +13K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $198K | 27K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | $519K | 22K | ▲New +22K sh | Q1 2026 | |
| 15 | Arkadios Wealth Advisors | $516K | 22K | ▼−0.6% Reduced · −123 sh | Q1 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $515K | 22K | ▲New +22K sh | Q1 2026 | |
| 17 | Jaffetilchin Investment Partners, LLC | $512K | 22K | ▲New +22K sh | Q1 2026 | |
| 18 | NorthCrest Asset Manangement, LLC | $507K | 19K | ▼−7.8% Reduced · −2K sh | Q2 2026 | |
| 19 | SOA Wealth Advisors, LLC. | $494K | 19K | ▼−3.4% Reduced · −662 sh | Q2 2026 | |
| 20 | Marshall Financial Group, LLC | $447K | 17K | ▲+14% Added · +2K sh | Q2 2026 | |
| 21 | Orion Porfolio Solutions, LLC | $381K | 16K | ▼−48% Reduced · −15K sh | Q1 2026 | |
| 22 | Fragasso Financial Advisors Inc | $412K | 16K | ▼−21% Reduced · −4K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $325K | 14K | ▲New +14K sh | Q1 2026 | |
| 24 | Mariner, LLC | $302K | 13K | ▼−20% Reduced · −3K sh | Q1 2026 | |
| 25 | Kovack Advisors, Inc. | $289K | 12K | ▲New +12K sh | 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, 9 funds opened a new position in SFEB and 2 added to an existing one, while 5 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $9.8B |
| NVIDIA CORPNVDA | 18 funds | $7.9B |
| APPLE INCAAPL | 18 funds | $6.9B |
| MICROSOFT CORPMSFT | 18 funds | $5.8B |
| AMAZON.COM INCAMZN | 18 funds | $5.3B |
| ALPHABET INC-CL AGOOGL | 18 funds | $4.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $4.0B |
| BROADCOM INCAVGO | 18 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 18 funds | $2.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 18 funds | $2.3B |
Ranked by how many of SFEB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SFEB/capital-change-brief"
Use Arkolith's capital_change_brief for SFEB. 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 SFEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.