Who owns FEGE
Which tracked institutional funds hold FEGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FEGE 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.
How the tape is positioned
The tracked-fund tape on FEGE is one-sided between 2026-Q1 and 2026-Q2: 88 added or opened and 21 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
FEGE’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FEGE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FEGE 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 184 tracked filers holding FEGE, 143 increased or opened the position and 49 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 FEGE 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 13
- Jefferies Financial Group Inc.$11M
- Quantinno Capital Management LP$7M
- NewEdge Advisors, LLC$3M
- Global Retirement Partners, LLC$3M
- J.W. COLE ADVISORS, INC.$3M
- CITADEL ADVISORS LLC$2M
Full exits 12
- Janney Montgomery Scott LLC$22M
- Integrated Wealth Concepts LLC$12M
- Cambridge Investment Research Advisors, Inc.$7M
- WEDBUSH SECURITIES INC$6M
- Elequin Capital, LP$3M
- Qube Research & Technologies Ltd$3M
Largest adds
- MORGAN STANLEY$59M
- RAYMOND JAMES FINANCIAL INC$57M
- LPL Financial LLC$42M
- ELEVATION POINT WEALTH PARTNERS, LLC$24M
- BANK OF AMERICA CORP /DE/$19M
- &PARTNERS$16M
Largest trims
- Visionary Wealth Advisors$8M
- Robertson Stephens Wealth Management, LLC$4M
- Kingsview Wealth Management, LLC$4M
- JANE STREET GROUP, LLC$2M
- FORTRESS PRIVATE LEDGER, LLC$2M
- CLG LLC$1M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 2,886,174 | $141M | 9.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,803,120 | $137M | 9.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,997,737 | $98M | 6.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,850,031 | $91M | 6.3% | 2026-Q2 |
| Advance Capital Management, Inc. added | 1,598,249 | $78M | 5.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,414,173 | $70M | 4.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,344,106 | $66M | 4.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,126,205 | $55M | 3.8% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 1,064,859 | $52M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 801,773 | $39M | 2.7% | 2026-Q2 |
| &PARTNERS added | 686,176 | $34M | 2.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 648,875 | $32M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers added | 550,963 | $27M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 547,036 | $27M | 1.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 519,149 | $25M | 1.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 481,367 | $24M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 477,206 | $23M | 1.6% | 2026-Q2 |
| KWB Wealth added | 385,710 | $19M | 1.3% | 2026-Q2 |
| LifeGoal Investments, LLC added | 338,466 | $17M | 1.1% | 2026-Q2 |
| Legacy CG, LLC added | 307,601 | $15M | 1.0% | 2026-Q2 |
| EQUITABLE TRUST CO added | 296,087 | $14M | 1.0% | 2026-Q2 |
| MN Wealth Advisors, LLC added | 295,720 | $14M | 1.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 276,372 | $14M | 0.9% | 2026-Q2 |
| UBS Group AG added | 275,760 | $13M | 0.9% | 2026-Q2 |
| NBZ Investment Advisors LLC added | 261,301 | $13M | 0.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 234,762 | $11M | 0.8% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 230,000 | $11M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 227,421 | $11M | 0.8% | 2026-Q2 |
| Provident Living Financial Services, Inc. added | 227,144 | $11M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 213,310 | $10M | 0.7% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 203,293 | $10M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 200,723 | $10M | 0.7% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 186,874 | $9M | 0.6% | 2026-Q2 |
| NOVEM GROUP added | 167,496 | $8M | 0.6% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 159,032 | $8M | 0.5% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 150,613 | $7M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 147,478 | $7M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 140,236 | $7M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP new | 134,894 | $7M | 0.5% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 133,185 | $7M | 0.5% | 2026-Q2 |
| Western Wealth Management, LLC added | 129,699 | $6M | 0.4% | 2026-Q2 |
| Allegheny Financial Group added | 125,647 | $6M | 0.4% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 121,095 | $6M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 120,983 | $6M | 0.4% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 120,030 | $6M | 0.4% | 2026-Q2 |
| Everest Financial Group LLC added | 111,614 | $5M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 105,682 | $5M | 0.4% | 2026-Q2 |
| Asset One Wealth Management LLC added | 96,324 | $5M | 0.3% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 94,802 | $5M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 94,623 | $5M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 92,661 | $5M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 88,533 | $4M | 0.3% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 84,310 | $4M | 0.3% | 2026-Q2 |
| Atlas Wealth LLC added | 79,783 | $4M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC added | 77,589 | $4M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 76,739 | $4M | 0.3% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 76,223 | $4M | 0.3% | 2026-Q2 |
| Chemistry Wealth Management LLC added | 71,635 | $4M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 67,813 | $3M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 65,727 | $3M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 65,250 | $3M | 0.2% | 2026-Q2 |
| FORTRESS PRIVATE LEDGER, LLC trimmed | 64,935 | $3M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 62,319 | $3M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 60,687 | $3M | 0.2% | 2026-Q2 |
| CLG LLC trimmed | 57,755 | $3M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 53,279 | $3M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 52,822 | $3M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 51,287 | $3M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 50,415 | $2M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 49,991 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 49,052 | $2M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 48,411 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 45,953 | $2M | 0.2% | 2026-Q2 |
| NavPoint Financial, Inc. added | 44,490 | $2M | 0.2% | 2026-Q2 |
| Nautilus Advisors LLC added | 41,207 | $2M | 0.1% | 2026-Q2 |
| Lighthouse Wealth Management Inc. trimmed | 41,202 | $2M | 0.1% | 2026-Q2 |
| Cedrus Wealth Group LLC trimmed | 40,539 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 38,658 | $2M | 0.1% | 2026-Q2 |
| StrongBox Wealth, LLC added | 37,633 | $2M | 0.1% | 2026-Q2 |
| Midwest Financial Group LLC added | 36,437 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 34,630 | $2M | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 32,032 | $2M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 31,746 | $2M | 0.1% | 2026-Q2 |
| Spire Wealth Management | 31,575 | $2M | 0.1% | 2026-Q2 |
| Alchemi Wealth, LLC trimmed | 31,058 | $2M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 30,078 | $1M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 29,310 | $1M | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 27,650 | $1M | 0.1% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 27,266 | $1M | 0.1% | 2026-Q2 |
| Bensler, LLC added | 26,859 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 26,092 | $1M | 0.1% | 2026-Q2 |
| Waterfront Wealth Inc. added | 25,826 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 25,647 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 25,585 | $1M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 25,088 | $1M | 0.1% | 2026-Q2 |
| Bill Few Associates, Inc. added | 24,119 | $1M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 23,610 | $1M | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 21,901 | $1M | 0.1% | 2026-Q2 |
| SARD WEALTH MANAGEMENT GROUP, LLC added | 21,017 | $1M | 0.1% | 2026-Q2 |
| Walker Asset Management, LLC added | 20,903 | $1M | 0.1% | 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.
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.