SPDR INDEX SHS FDS

$FEZ
← All companies Sign in to track
13F holders
344
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—

Institutional holders

Top 10 of 344 · Source: 13F-HR
01
Banyan Capital Management, Inc.
—
—
02
Hollow Brook Wealth Management LLC
—
—
03
State Farm Mutual Automobile Insurance Co.
—
—
04
Brightline Capital Management, LLC
—
—
05
Wallington Asset Management, LLC
—
—
06
Solus Alternative Asset Management LP
—
—
07
Taconic Capital Advisors LP
—
—
08
Strategic Planning Group, LLC
—
—
09
Emprise Bank
—
—
10
Navalign, LLC
—
—

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 344 13F holders · Pro →

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$FEZ is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.89%, with an average of 0.16% of portfolio. Largest holder: Courier Capital LLC at 0.89%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Courier Capital LLC
0.89% NEW
α +14.9pts
02
Walkner Condon Financial Advisors LLC
0.34% NEW
α +23.7pts
03
TRUE Private Wealth Advisors
0.12% NEW
α +23.4pts
04
LM Advisors LLC
0.08% held
α +15.5pts
05
Level Financial Advisors
0.06% held
α +30.9pts
06
Svb Wealth LLC
0.04% held
α +29.6pts
07
Fulton Bank, N.a.
0.02% held
α +23.8pts
08
Citigroup Inc.
0.02% held
α +26.3pts
09
Banco Santander, S.A.
0.01% held
α +12.6pts
10
CV Advisors LLC
0.00% held
α +29.1pts
11
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $FEZ in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FEZ in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $FEZ lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $FEZ — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:14 UTC.