Who owns FEBW
Which tracked institutional funds hold FEBW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FEBW company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 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
10 tracked funds added or opened FEBW while 5 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
FEBW’s largest tracked holder by dollar value, OSAIC HOLDINGS, 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 FEBW 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 50 tracked filers holding FEBW, 29 increased or opened the position and 16 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 FEBW 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 2
- ACCESS FINANCIAL SERVICES, INC.$702K
- Westshore Wealth, LLC$521K
Full exits 2
- Allianz Investment Management LLC$4M
- Elevated Capital Advisors, LLC$1M
Largest adds
- LPL Financial LLC$5M
- Allianz SE$5M
- Spire Wealth Management$2M
- Kestra Advisory Services, LLC$2M
- HARBOUR INVESTMENTS, INC.$699K
- Focus Financial Network, Inc.$595K
Largest trims
- OSAIC HOLDINGS, INC.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$834K
- AMERICAN ASSET MANAGEMENT INC.$381K
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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. trimmed | 350,191 | $12M | 12.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 300,238 | $10M | 10.4% | 2026-Q1 |
| LPL Financial LLC added | 291,467 | $10M | 10.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 257,917 | $9M | 9.0% | 2026-Q1 |
| Allianz SE added | 156,481 | $5M | 5.4% | 2026-Q1 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 152,324 | $5M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 109,024 | $4M | 3.8% | 2026-Q1 |
| Spire Wealth Management added | 85,246 | $3M | 3.0% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 73,044 | $2M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 68,893 | $2M | 2.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 61,995 | $2M | 2.2% | 2026-Q1 |
| World Investment Advisors trimmed | 60,210 | $2M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 37,823 | $1M | 1.3% | 2026-Q1 |
| Focus Financial Network, Inc. added | 36,575 | $1M | 1.3% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 34,983 | $1M | 1.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 31,115 | $1M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 27,638 | $925K | 1.0% | 2026-Q1 |
| Forty-three Eighteen Advisors, LLC | 26,417 | $884K | 0.9% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 24,566 | $827K | 0.9% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC added | 24,670 | $826K | 0.9% | 2026-Q1 |
| Clear Point Advisors Inc. | 22,009 | $737K | 0.8% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 21,597 | $723K | 0.7% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. new | 20,980 | $702K | 0.7% | 2026-Q1 |
| Fortis Capital Management LLC trimmed | 19,182 | $642K | 0.7% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 18,479 | $619K | 0.6% | 2026-Q1 |
| Westshore Wealth, LLC new | 15,547 | $521K | 0.5% | 2026-Q1 |
| SRH ADVISORS, LLC new | 14,500 | $485K | 0.5% | 2026-Q1 |
| Tyche Wealth Partners LLC new | 13,775 | $461K | 0.5% | 2026-Q1 |
| Stonebridge Financial Group, LLC / MO added | 13,571 | $454K | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 12,600 | $422K | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 9,197 | $308K | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 9,036 | $303K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,960 | $300K | 0.3% | 2026-Q1 |
| Moors & Cabot, Inc. added | 8,150 | $273K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 8,128 | $272K | 0.3% | 2026-Q1 |
| Secure Asset Management, LLC | 8,001 | $268K | 0.3% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 7,761 | $261K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 7,176 | $240K | 0.2% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC | 7,075 | $237K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 6,386 | $214K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. | 5,469 | $183K | 0.2% | 2026-Q1 |
| Luminist Capital LLC | 4,904 | $164K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 3,417 | $114K | 0.1% | 2026-Q1 |
| Atlantic Private Wealth, LLC new | 3,000 | $100K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 1,090 | $36K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 900 | $30K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. | 633 | $21K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 633 | $21K | 0.0% | 2026-Q1 |
| PFS Partners, LLC | 600 | $20K | 0.0% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 345 | $12K | 0.0% | 2026-Q1 |
| Allianz Investment Management LLC new | 109,429 | $4M | 3.9% | 2025-Q4 stale |
| Kaye Capital Management trimmed | 91,161 | $3M | 3.0% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 83,734 | $3M | 2.8% | 2025-Q2 stale |
| Elevated Capital Advisors, LLC added | 37,080 | $1M | 1.3% | 2025-Q4 stale |
| Wealth Group, Ltd. added | 13,028 | $396K | 0.4% | 2025-Q1 stale |
| PFG Advisors trimmed | 11,034 | $366K | 0.4% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp | 10,573 | $350K | 0.4% | 2025-Q3 stale |
| Skyview Financial Group LLC new | 8,012 | $272K | 0.3% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC | 8,191 | $262K | 0.3% | 2025-Q2 stale |
| Strategic Blueprint, LLC trimmed | 7,919 | $241K | 0.2% | 2025-Q1 stale |
| GTS SECURITIES LLC | 6,500 | $221K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 6,463 | $220K | 0.2% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC | 5,000 | $166K | 0.2% | 2025-Q3 stale |
| BARCLAYS PLC added | 4,897 | $162K | 0.2% | 2025-Q3 stale |
| UBS Group AG trimmed | 183 | $6K | 0.0% | 2025-Q4 stale |
| Abound Wealth Management new | 140 | $4K | 0.0% | 2025-Q2 stale |
| Lord & Richards Wealth Management, LLC new | 101 | $3K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO | 93 | $3K | 0.0% | 2025-Q1 stale |
| CWM, LLC | 32 | $1K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.
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.