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Institutional Ownership · SEC Form 13F

Who owns FAPR (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

121
Institutional holders
3,860,435
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened FAPR while 18 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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, ASSETMARK, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2025-Q4 and 2026-Q1, across 121 tracked filers holding FAPR, 27 increased or opened the position and 72 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 2025-Q4 and 2026-Q1 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 3

  • Keystone Wealth Services, LLC$2M
  • FIFTH THIRD BANCORP$1M
  • JANE STREET GROUP, LLC$875K

Full exits 4

  • COMERICA BANK$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$972K
  • Foguth Wealth Management, LLC.$923K
  • Main Street Financial Solutions, LLC$794K

Largest adds

  • ASSETMARK, INC$1M
  • Concurrent Investment Advisors, LLC$540K
  • Kestra Advisory Services, LLC$431K
  • Rockefeller Capital Management L.P.$380K
  • OLD MISSION CAPITAL LLC$266K

Largest trims

  • ENVESTNET ASSET MANAGEMENT INC$4M
  • Cetera Investment Advisers$3M
  • STEPHENS INC /AR/$2M
  • Advisory Services Network, LLC$2M
  • MML INVESTORS SERVICES, LLC$2M
  • NewEdge Advisors, LLC$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ASSETMARK, INC added316,799$14M8.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed249,087$11M6.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed222,611$10M5.6%2026-Q1
Cetera Investment Advisers trimmed215,949$10M5.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed183,618$8M4.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed170,792$8M4.3%2026-Q1
REAP Financial Group, LLC trimmed153,311$7M3.9%2026-Q1
LPL Financial LLC added153,151$7M3.9%2026-Q1
Valtinson Bruner Financial Planning LLC trimmed149,695$7M3.8%2026-Q1
Rockefeller Capital Management L.P. added126,804$6M3.2%2026-Q1
OGOREK ANTHONY JOSEPH /NY/ /ADV added106,560$5M2.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed100,126$4M2.5%2026-Q1
Tanglewood Legacy Advisors, LLC trimmed98,086$4M2.5%2026-Q1
Kestra Advisory Services, LLC added94,370$4M2.4%2026-Q1
TRUIST FINANCIAL CORP trimmed75,544$3M1.9%2026-Q1
Signal Advisors Wealth, LLC trimmed69,318$3M1.7%2026-Q1
CWM, LLC trimmed66,707$3M1.7%2026-Q1
STEPHENS INC /AR/ trimmed65,202$3M1.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added52,852$2M1.3%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed49,730$2M1.3%2026-Q1
SMART Wealth LLC added41,672$2M1.0%2026-Q1
Keystone Wealth Services, LLC trimmed36,212$2M0.9%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added33,174$2M0.8%2026-Q1
Fragasso Financial Advisors Inc trimmed31,884$1M0.8%2026-Q1
Janney Montgomery Scott LLC trimmed31,219$1M0.8%2026-Q1
RiverTree Advisors, LLC trimmed30,146$1M0.8%2026-Q1
Apollon Wealth Management, LLC29,235$1M0.7%2026-Q1
FIFTH THIRD BANCORP new28,870$1M0.7%2026-Q1
Steward Partners Investment Advisory, LLC added26,952$1M0.7%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added26,820$1M0.7%2026-Q1
MTM Investment Management, LLC26,395$1M0.7%2026-Q1
OneDigital Investment Advisors LLC trimmed26,156$1M0.7%2026-Q1
McKinley Carter Wealth Services, Inc.24,172$1M0.6%2026-Q1
Integrity Financial Corp /WA trimmed22,595$1M0.6%2026-Q1
Concurrent Investment Advisors, LLC added22,445$1M0.6%2026-Q1
MGO ONE SEVEN LLC trimmed19,493$875K0.5%2026-Q1
JANE STREET GROUP, LLC added19,491$875K0.5%2026-Q1
Bison Wealth, LLC18,500$856K0.5%2026-Q1
OLD MISSION CAPITAL LLC added18,876$848K0.5%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed18,002$808K0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed17,364$780K0.4%2026-Q1
Barnes Wealth Management Group, Inc trimmed17,344$779K0.4%2026-Q1
RFG Advisory, LLC added17,254$775K0.4%2026-Q1
CoreCap Advisors, LLC added16,453$739K0.4%2026-Q1
IHT Wealth Management, LLC trimmed14,899$669K0.4%2026-Q1
Sequent Planning LLC14,587$655K0.4%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI14,409$647K0.4%2026-Q1
Catalina Capital Group, LLC13,946$626K0.4%2026-Q1
ROYAL BANK OF CANADA trimmed13,582$610K0.3%2026-Q1
SOA Wealth Advisors, LLC. trimmed12,900$579K0.3%2026-Q1
Maridea Wealth Management LLC trimmed12,799$575K0.3%2026-Q1
FWG Investments, LLC. trimmed12,716$571K0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed12,203$548K0.3%2026-Q1
Keating Financial Advisory Services, Inc. added12,132$545K0.3%2026-Q1
Foundations Investment Advisors, LLC trimmed11,753$528K0.3%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed10,745$483K0.3%2026-Q1
FORTRESS PRIVATE LEDGER, LLC trimmed10,607$476K0.3%2026-Q1
Harvest Investment Services, LLC trimmed10,455$469K0.3%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added10,335$464K0.3%2026-Q1
Sowell Financial Services LLC trimmed10,274$461K0.3%2026-Q1
Griffith & Werner, Inc.10,000$449K0.3%2026-Q1
PARK AVENUE SECURITIES LLC trimmed10,007$449K0.3%2026-Q1
CreativeOne Wealth, LLC trimmed9,915$445K0.2%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed9,623$432K0.2%2026-Q1
Prosperity Consulting Group, LLC9,381$421K0.2%2026-Q1
WEDBUSH SECURITIES INC trimmed9,271$416K0.2%2026-Q1
TFB Advisors LLC trimmed9,225$414K0.2%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC8,794$395K0.2%2026-Q1
Brookstone Capital Management trimmed8,646$388K0.2%2026-Q1
Modern Wealth Management, LLC trimmed8,411$378K0.2%2026-Q1
HighTower Advisors, LLC8,167$367K0.2%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed8,011$360K0.2%2026-Q1
BANK OF MONTREAL /CAN/8,000$359K0.2%2026-Q1
Mariner, LLC trimmed7,829$352K0.2%2026-Q1
Buck Wealth Strategies, LLC7,811$351K0.2%2026-Q1
Ameritas Advisory Services, LLC added7,797$350K0.2%2026-Q1
Gateway Wealth Partners, LLC new7,642$343K0.2%2026-Q1
AE Wealth Management LLC added7,280$327K0.2%2026-Q1
NewEdge Wealth, LLC7,009$315K0.2%2026-Q1
Vestmark Advisory Solutions, Inc.6,805$306K0.2%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC6,805$306K0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added6,727$302K0.2%2026-Q1
Virtue Capital Management, LLC new57,213$2M1.3%2025-Q1 stale
COMERICA BANK trimmed28,915$1M0.7%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed21,888$972K0.5%2025-Q4 stale
Foguth Wealth Management, LLC. trimmed20,780$923K0.5%2025-Q4 stale
Main Street Financial Solutions, LLC trimmed17,865$794K0.4%2025-Q4 stale
AssuredPartners Investment Advisors, LLC19,097$781K0.4%2025-Q1 stale
TOWNSQUARE CAPITAL LLC trimmed14,106$577K0.3%2025-Q1 stale
Mission Financial Group, LLC11,186$502K0.3%2025-Q1 stale
Coppell Advisory Solutions LLC trimmed10,932$486K0.3%2025-Q4 stale
NOVEM GROUP added10,911$485K0.3%2025-Q4 stale
VestGen Investment Management added9,812$436K0.2%2025-Q4 stale
Grant Private Wealth Management Inc new10,000$422K0.2%2025-Q2 stale
CITADEL ADVISORS LLC trimmed9,832$415K0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed9,035$382K0.2%2025-Q2 stale
FLAGSTAR ADVISORS INC added9,095$372K0.2%2025-Q1 stale
INTEGRITY ALLIANCE, LLC. new7,863$349K0.2%2025-Q4 stale
Lion Street Advisors, LLC added7,863$332K0.2%2025-Q2 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,321$326K0.2%2025-Q4 stale

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