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-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
15 tracked funds added or opened FEBW while 6 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
FEBW’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 65 tracked filers holding FEBW, 31 increased or opened the position and 29 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 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 9
- POM Investment Strategies, LLC$7M
- Wellment Financial$5M
- Outlook Wealth Advisors, LLC$4M
- Networth Advisors, LLC$2M
- Integrated Wealth Management$2M
- FSA Advisors, Inc.$1M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$925K
- Clear Point Advisors Inc.$737K
Largest adds
- AE Wealth Management LLC$33M
- Allianz SE$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Lloyd Advisory Services, LLC.$862K
- LPL Financial LLC$666K
- Cetera Investment Advisers$309K
Largest trims
- OSAIC HOLDINGS, INC.$3M
- Modern Wealth Management, LLC$2M
- ACCESS FINANCIAL SERVICES, INC.$447K
- Kestra Advisory Services, LLC$390K
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 |
|---|---|---|---|---|
| AE Wealth Management LLC added | 938,280 | $33M | 21.7% | 2026-Q2 |
| LPL Financial LLC added | 293,322 | $10M | 6.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 271,861 | $10M | 6.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 254,242 | $9M | 5.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 242,499 | $9M | 5.6% | 2026-Q2 |
| POM Investment Strategies, LLC new | 203,177 | $7M | 4.7% | 2026-Q2 |
| Allianz SE added | 191,866 | $7M | 4.4% | 2026-Q2 |
| Wellment Financial new | 142,672 | $5M | 3.3% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 140,875 | $5M | 3.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC new | 108,127 | $4M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 107,751 | $4M | 2.5% | 2026-Q2 |
| Spire Wealth Management trimmed | 85,018 | $3M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 73,583 | $3M | 1.7% | 2026-Q2 |
| Networth Advisors, LLC new | 60,456 | $2M | 1.4% | 2026-Q2 |
| World Investment Advisors trimmed | 56,841 | $2M | 1.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 56,491 | $2M | 1.3% | 2026-Q2 |
| Integrated Wealth Management new | 54,581 | $2M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,188 | $2M | 1.1% | 2026-Q2 |
| FSA Advisors, Inc. new | 40,315 | $1M | 0.9% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 36,456 | $1M | 0.8% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 34,981 | $1M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 28,856 | $1M | 0.7% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC | 26,417 | $939K | 0.6% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 24,857 | $883K | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 23,993 | $853K | 0.6% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 23,453 | $834K | 0.5% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 23,380 | $831K | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 22,579 | $802K | 0.5% | 2026-Q2 |
| First Heartland Consultants, Inc. | 21,597 | $768K | 0.5% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC new | 20,867 | $742K | 0.5% | 2026-Q2 |
| Fortis Capital Management LLC | 19,182 | $682K | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 18,479 | $657K | 0.4% | 2026-Q2 |
| SMART Wealth LLC new | 16,812 | $597K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 14,765 | $525K | 0.3% | 2026-Q2 |
| SRH ADVISORS, LLC | 14,500 | $515K | 0.3% | 2026-Q2 |
| Tyche Wealth Partners LLC | 13,775 | $490K | 0.3% | 2026-Q2 |
| Csenge Advisory Group new | 13,660 | $485K | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO | 13,571 | $482K | 0.3% | 2026-Q2 |
| Westshore Wealth, LLC trimmed | 11,141 | $396K | 0.3% | 2026-Q2 |
| Mosley Wealth Management new | 10,377 | $369K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 8,874 | $315K | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 8,536 | $304K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 8,230 | $292K | 0.2% | 2026-Q2 |
| Secure Asset Management, LLC | 8,001 | $284K | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 7,650 | $272K | 0.2% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 7,190 | $256K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 6,833 | $243K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC | 6,463 | $230K | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 5,612 | $203K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC new | 5,707 | $203K | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 5,635 | $200K | 0.1% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 5,074 | $180K | 0.1% | 2026-Q2 |
| Luminist Capital LLC | 4,904 | $174K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 4,673 | $166K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 3,312 | $118K | 0.1% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 2,633 | $94K | 0.1% | 2026-Q2 |
| Key Capital Management, INC new | 1,555 | $55K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 1,100 | $39K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 830 | $29K | 0.0% | 2026-Q2 |
| UBS Group AG added | 724 | $26K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 625 | $22K | 0.0% | 2026-Q2 |
| PFS Partners, LLC | 600 | $21K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 526 | $19K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 345 | $12K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 250 | $9K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 27,638 | $925K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Clear Point Advisors Inc. | 22,009 | $737K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Sanctuary Advisors, LLC new | 8,128 | $272K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 6,386 | $214K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Atlantic Private Wealth, LLC new | 3,000 | $100K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 900 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 109,429 | $4M | 2.4% | 2025-Q4 stale (2 quarters behind) |
| Elevated Capital Advisors, LLC added | 37,080 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Skyview Financial Group LLC new | 8,012 | $272K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC | 6,500 | $221K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors trimmed | 11,034 | $366K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Advus Financial Partners, LLC trimmed | 10,582 | $351K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp | 10,573 | $350K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $166K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BARCLAYS PLC added | 4,897 | $162K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Kaye Capital Management trimmed | 91,161 | $3M | 1.9% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 83,734 | $3M | 1.7% | 2025-Q2 stale (4 quarters behind) |
| Kingsview Wealth Management, LLC | 8,191 | $262K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Abound Wealth Management new | 140 | $4K | 0.0% | 2025-Q2 stale (4 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.