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Institutional Ownership · SEC Form 13F

Who owns FAPR


Which tracked institutional funds hold FAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FAPR company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

136
Institutional holders
6M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on FAPR is one-sided between 2026-Q1 and 2026-Q2: 41 added or opened and 10 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

FAPR’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FAPR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FAPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 136 tracked filers holding FAPR, 92 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in FAPR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 15

  • Atria Investments, Inc$8M
  • NEW WAVE WEALTH ADVISORS LLC$5M
  • BAM Wealth Management, LLC$5M
  • Bleakley Financial Group, LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Envestnet Portfolio Solutions, Inc.$2M

Full exits 8

  • OGOREK ANTHONY JOSEPH /NY/ /ADV$5M
  • CWM, LLC$3M
  • Cambridge Investment Research Advisors, Inc.$2M
  • Janney Montgomery Scott LLC$1M
  • JANE STREET GROUP, LLC$875K
  • OLD MISSION CAPITAL LLC$848K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$33M
  • Cetera Investment Advisers$10M
  • LPL Financial LLC$4M
  • MML INVESTORS SERVICES, LLC$3M
  • OSAIC HOLDINGS, INC.$3M
  • CreativeOne Wealth, LLC$3M

Largest trims

  • RAYMOND JAMES FINANCIAL INC$681K
  • Kestra Advisory Services, LLC$540K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added891,078$42M15.8%2026-Q2
Cetera Investment Advisers added424,042$20M7.5%2026-Q2
ASSETMARK, INC added354,563$17M6.3%2026-Q2
MML INVESTORS SERVICES, LLC added313,474$15M5.6%2026-Q2
LPL Financial LLC added230,451$11M4.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added205,015$10M3.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed199,308$9M3.5%2026-Q2
Atria Investments, Inc new178,176$8M3.2%2026-Q2
REAP Financial Group, LLC added170,547$8M3.0%2026-Q2
OSAIC HOLDINGS, INC. added169,136$8M3.0%2026-Q2
Valtinson Bruner Financial Planning LLC trimmed146,856$7M2.6%2026-Q2
Rockefeller Capital Management L.P. trimmed125,531$6M2.2%2026-Q2
NEW WAVE WEALTH ADVISORS LLC new115,024$5M2.0%2026-Q2
BAM Wealth Management, LLC new100,600$5M1.8%2026-Q2
Tanglewood Legacy Advisors, LLC added98,740$5M1.8%2026-Q2
STEPHENS INC /AR/ added87,483$4M1.6%2026-Q2
Signal Advisors Wealth, LLC added84,120$4M1.5%2026-Q2
Kestra Advisory Services, LLC trimmed79,123$4M1.4%2026-Q2
CreativeOne Wealth, LLC added77,316$4M1.4%2026-Q2
TRUIST FINANCIAL CORP added75,881$4M1.3%2026-Q2
Integrity Financial Corp /WA added53,167$2M0.9%2026-Q2
SMART Wealth LLC added50,916$2M0.9%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added50,159$2M0.9%2026-Q2
Bleakley Financial Group, LLC new47,329$2M0.8%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added41,026$2M0.7%2026-Q2
Keystone Wealth Services, LLC added38,550$2M0.7%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added35,140$2M0.6%2026-Q2
FWG Investments, LLC. added34,469$2M0.6%2026-Q2
Apollon Wealth Management, LLC added33,083$2M0.6%2026-Q2
CITIZENS FINANCIAL GROUP INC/RI added32,787$2M0.6%2026-Q2
PNC Financial Services Group, Inc. added32,563$2M0.6%2026-Q2
NewEdge Advisors, LLC trimmed32,435$2M0.6%2026-Q2
Envestnet Portfolio Solutions, Inc. new32,098$2M0.6%2026-Q2
RiverTree Advisors, LLC added30,275$1M0.5%2026-Q2
Fragasso Financial Advisors Inc trimmed30,115$1M0.5%2026-Q2
HARBOUR INVESTMENTS, INC. added28,462$1M0.5%2026-Q2
Diligent Investors, LLC added27,250$1M0.5%2026-Q2
MTM Investment Management, LLC26,395$1M0.5%2026-Q2
Mutual Advisors, LLC new26,395$1M0.5%2026-Q2
Steward Partners Investment Advisory, LLC trimmed25,597$1M0.5%2026-Q2
MGO ONE SEVEN LLC added24,423$1M0.4%2026-Q2
Kovack Advisors, Inc. new24,215$1M0.4%2026-Q2
McKinley Carter Wealth Services, Inc.24,172$1M0.4%2026-Q2
FIFTH THIRD BANCORP trimmed23,870$1M0.4%2026-Q2
Concurrent Investment Advisors, LLC added23,476$1M0.4%2026-Q2
OneDigital Investment Advisors LLC trimmed21,661$1M0.4%2026-Q2
Main Street Financial Solutions, LLC added20,035$936K0.4%2026-Q2
RFG Advisory, LLC added19,566$915K0.3%2026-Q2
CITADEL ADVISORS LLC added19,430$908K0.3%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC added19,246$900K0.3%2026-Q2
Gallagher Fiduciary Advisors, LLC new18,837$880K0.3%2026-Q2
Bison Wealth, LLC18,500$868K0.3%2026-Q2
Oakmont Advisory Group, LLC new18,189$850K0.3%2026-Q2
Strategic Blueprint, LLC new17,560$821K0.3%2026-Q2
Brookstone Capital Management added17,434$815K0.3%2026-Q2
Barnes Wealth Management Group, Inc trimmed17,303$809K0.3%2026-Q2
Sequent Planning LLC added16,900$790K0.3%2026-Q2
CoreCap Advisors, LLC added16,708$781K0.3%2026-Q2
Ameritas Advisory Services, LLC added16,437$768K0.3%2026-Q2
Foguth Wealth Management, LLC. trimmed16,392$765K0.3%2026-Q2
Midwest Financial Network, LLC trimmed16,269$760K0.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed16,266$760K0.3%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC added15,805$738K0.3%2026-Q2
ROYAL BANK OF CANADA added14,960$699K0.3%2026-Q2
Foundations Investment Advisors, LLC added14,955$699K0.3%2026-Q2
TFB Advisors LLC added14,655$685K0.3%2026-Q2
SOA Wealth Advisors, LLC. added13,622$637K0.2%2026-Q2
Sowell Financial Services LLC added13,173$616K0.2%2026-Q2
Harvest Investment Services, LLC added12,445$582K0.2%2026-Q2
Keating Financial Advisory Services, Inc. added12,214$571K0.2%2026-Q2
Mission Financial Group, LLC added11,997$561K0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added11,787$554K0.2%2026-Q2
INSIGNEO ADVISORY SERVICES, LLC added11,623$543K0.2%2026-Q2
Faithward Advisors, LLC added11,288$528K0.2%2026-Q2
FSB PREMIER WEALTH MANAGEMENT, INC. added11,228$525K0.2%2026-Q2
DHJJ Financial Advisors, Ltd. added11,008$515K0.2%2026-Q2
WORLD EQUITY GROUP, INC. new10,887$509K0.2%2026-Q2
Griffith & Werner, Inc.10,000$467K0.2%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed9,970$466K0.2%2026-Q2
AE Wealth Management LLC added9,634$450K0.2%2026-Q2
SILVER OAK SECURITIES, INCORPORATED added9,593$448K0.2%2026-Q2
Prosperity Consulting Group, LLC9,381$438K0.2%2026-Q2
Gladstone Institutional Advisory LLC new9,100$425K0.2%2026-Q2
GTS SECURITIES LLC added8,974$419K0.2%2026-Q2
INTEGRITY ALLIANCE, LLC. added8,671$405K0.2%2026-Q2
Modern Wealth Management, LLC8,411$393K0.1%2026-Q2
Maridea Wealth Management LLC trimmed8,370$391K0.1%2026-Q2
Legacy Capital Wealth Partners, LLC new8,026$375K0.1%2026-Q2
Mariner, LLC added7,831$366K0.1%2026-Q2
FORTRESS PRIVATE LEDGER, LLC trimmed7,775$363K0.1%2026-Q2
Buck Wealth Strategies, LLC trimmed7,711$360K0.1%2026-Q2
LANARK FINANCIAL, INC. added7,469$349K0.1%2026-Q2
1776 Wealth LLC new7,317$342K0.1%2026-Q2
LEGACY SOLUTIONS, LLC new7,232$338K0.1%2026-Q2
Kingsview Wealth Management, LLC new7,036$329K0.1%2026-Q2
NewEdge Wealth, LLC7,009$328K0.1%2026-Q2
Grantvest Financial Group LLC new6,985$326K0.1%2026-Q2
Farther Finance Advisors, LLC added6,930$324K0.1%2026-Q2
Vestmark Advisory Solutions, Inc.6,805$318K0.1%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC6,805$318K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership