Who owns FEBU
Which tracked institutional funds hold FEBU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FEBU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened FEBU while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
FEBU’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FEBU 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 21 tracked filers holding FEBU, 6 increased or opened the position and 11 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 FEBU 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.
Largest adds
- Allianz SE$2M
- NBZ Investment Advisors LLC$679K
- Stratos Wealth Advisors, LLC$441K
- STEPHENS INC /AR/$390K
Largest trims
- Kestra Advisory Services, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$393K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Allianz SE added | 511,395 | $15M | 26.4% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 267,443 | $8M | 13.8% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 178,419 | $5M | 9.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 141,530 | $4M | 7.3% | 2026-Q2 |
| Savant Capital, LLC | 77,632 | $2M | 4.0% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC trimmed | 70,172 | $2M | 3.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 67,155 | $2M | 3.5% | 2026-Q2 |
| Creative Planning | 32,431 | $963K | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,165 | $747K | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,040 | $684K | 1.2% | 2026-Q2 |
| Arax Advisory Partners added | 19,851 | $589K | 1.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 15,282 | $454K | 0.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 13,408 | $398K | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 12,066 | $358K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 10,780 | $320K | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 9,962 | $296K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 8,266 | $245K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1,900 | $56K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 766 | $23K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 541 | $16K | 0.0% | 2026-Q2 |
| Key Capital Management, INC | 85 | $3K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 12,861 | $347K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 9,822 | $265K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 185,968 | $5M | 9.0% | 2025-Q4 stale (2 quarters behind) |
| Gladstone Institutional Advisory LLC trimmed | 104,482 | $3M | 5.0% | 2025-Q4 stale (2 quarters behind) |
| Stonebridge Financial Group, LLC / MO new | 11,138 | $308K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| BARCLAYS PLC trimmed | 728 | $20K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 662 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC trimmed | 136,564 | $4M | 6.5% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 14,596 | $398K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 7,500 | $205K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| AE Wealth Management LLC | 112 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.