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-Q1 13F filings (latest filed 2026-05-19). 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 2025-Q4 and 2026-Q1: 87 added or opened and 15 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 2025-Q4 and 2026-Q1, across 176 tracked filers holding FEGE, 144 increased or opened the position and 28 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 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 22
- Visionary Wealth Advisors$15M
- Legacy CG, LLC$13M
- Integrated Wealth Concepts LLC$12M
- Baird Financial Group, Inc.$7M
- Robertson Stephens Wealth Management, LLC$5M
- Asset One Wealth Management LLC$5M
Full exits 3
- First Eagle Investment Management, LLC$1M
- Global Retirement Partners, LLC$1M
- NewEdge Advisors, LLC$601K
Largest adds
- BANK OF AMERICA CORP /DE/$76M
- LPL Financial LLC$56M
- ROYAL BANK OF CANADA$56M
- RAYMOND JAMES FINANCIAL INC$40M
- Advance Capital Management, Inc.$38M
- Cetera Investment Advisers$20M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$36M
- JANE STREET GROUP, LLC$12M
- STEPHENS INC /AR/$6M
- Kingsview Wealth Management, LLC$6M
- CLG LLC$2M
- RPS ADVISORY SOLUTIONS LLC$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,107,225 | $99M | 8.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,743,657 | $82M | 7.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,707,570 | $80M | 7.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,670,543 | $79M | 7.1% | 2026-Q1 |
| Advance Capital Management, Inc. added | 1,454,367 | $68M | 6.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,169,944 | $55M | 5.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 973,570 | $46M | 4.1% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 917,976 | $43M | 3.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 562,999 | $26M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 506,659 | $24M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers added | 481,646 | $23M | 2.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 462,933 | $22M | 2.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 427,042 | $20M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 416,711 | $19M | 1.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 382,272 | $18M | 1.6% | 2026-Q1 |
| &PARTNERS added | 372,339 | $17M | 1.6% | 2026-Q1 |
| Visionary Wealth Advisors new | 309,612 | $15M | 1.3% | 2026-Q1 |
| KWB Wealth trimmed | 298,673 | $14M | 1.2% | 2026-Q1 |
| Legacy CG, LLC new | 286,244 | $13M | 1.2% | 2026-Q1 |
| LifeGoal Investments, LLC added | 283,902 | $13M | 1.2% | 2026-Q1 |
| EQUITABLE TRUST CO added | 266,489 | $13M | 1.1% | 2026-Q1 |
| MN Wealth Advisors, LLC added | 261,124 | $12M | 1.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 260,658 | $12M | 1.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 257,962 | $12M | 1.1% | 2026-Q1 |
| NBZ Investment Advisors LLC added | 254,277 | $12M | 1.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 241,807 | $11M | 1.0% | 2026-Q1 |
| Provident Living Financial Services, Inc. added | 218,460 | $10M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 210,032 | $10M | 0.9% | 2026-Q1 |
| Frontier Asset Management, LLC added | 190,738 | $9M | 0.8% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 173,813 | $8M | 0.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 162,270 | $8M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 159,483 | $7M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. new | 151,666 | $7M | 0.6% | 2026-Q1 |
| Cornerstone Advisory, LLC added | 150,404 | $7M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 146,640 | $7M | 0.6% | 2026-Q1 |
| NOVEM GROUP trimmed | 145,932 | $7M | 0.6% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 141,407 | $7M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 140,416 | $7M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 127,631 | $6M | 0.5% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 123,990 | $6M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 117,563 | $6M | 0.5% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC new | 111,951 | $5M | 0.5% | 2026-Q1 |
| Allegheny Financial Group added | 111,410 | $5M | 0.5% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 110,952 | $5M | 0.5% | 2026-Q1 |
| FOCUSED ALPHA, LLC trimmed | 110,702 | $5M | 0.5% | 2026-Q1 |
| FORTRESS PRIVATE LEDGER, LLC added | 107,865 | $5M | 0.5% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 107,559 | $5M | 0.5% | 2026-Q1 |
| Asset One Wealth Management LLC new | 95,125 | $5M | 0.4% | 2026-Q1 |
| CLG LLC trimmed | 91,159 | $4M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 77,995 | $4M | 0.3% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 73,494 | $3M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 70,461 | $3M | 0.3% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 70,079 | $3M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 70,047 | $3M | 0.3% | 2026-Q1 |
| Elequin Capital, LP new | 69,416 | $3M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 65,995 | $3M | 0.3% | 2026-Q1 |
| UBS Group AG new | 65,934 | $3M | 0.3% | 2026-Q1 |
| Cedrus Wealth Group LLC trimmed | 64,666 | $3M | 0.3% | 2026-Q1 |
| Atlas Wealth LLC added | 64,085 | $3M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 62,708 | $3M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 59,533 | $3M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC new | 53,535 | $3M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 53,468 | $3M | 0.2% | 2026-Q1 |
| Everest Financial Group LLC new | 52,542 | $2M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 51,436 | $2M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 51,106 | $2M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 50,928 | $2M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 50,406 | $2M | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. added | 49,142 | $2M | 0.2% | 2026-Q1 |
| Wolfstich Capital, LLC new | 28,325 | $2M | 0.2% | 2026-Q1 |
| Chemistry Wealth Management LLC added | 46,631 | $2M | 0.2% | 2026-Q1 |
| Lighthouse Wealth Management Inc. added | 45,996 | $2M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 43,845 | $2M | 0.2% | 2026-Q1 |
| Nautilus Advisors LLC added | 41,081 | $2M | 0.2% | 2026-Q1 |
| NavPoint Financial, Inc. added | 40,486 | $2M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 39,871 | $2M | 0.2% | 2026-Q1 |
| StrongBox Wealth, LLC added | 37,611 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 36,155 | $2M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 32,107 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 31,966 | $2M | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 31,575 | $1M | 0.1% | 2026-Q1 |
| Alchemi Wealth, LLC added | 31,074 | $1M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 29,259 | $1M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 26,385 | $1M | 0.1% | 2026-Q1 |
| Bensler, LLC added | 25,810 | $1M | 0.1% | 2026-Q1 |
| Midwest Financial Group LLC added | 25,768 | $1M | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 25,387 | $1M | 0.1% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 25,206 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 25,195 | $1M | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 23,097 | $1M | 0.1% | 2026-Q1 |
| Bill Few Associates, Inc. trimmed | 22,982 | $1M | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC added | 22,976 | $1M | 0.1% | 2026-Q1 |
| Intelligent Financial Strategies trimmed | 20,903 | $982K | 0.1% | 2026-Q1 |
| RIA Advisory Group LLC new | 214,408 | $8M | 0.7% | 2025-Q1 stale |
| Marcum Wealth, LLC new | 52,591 | $2M | 0.2% | 2025-Q1 stale |
| RFG Advisory, LLC added | 48,501 | $2M | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 41,061 | $2M | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 30,955 | $1M | 0.1% | 2025-Q3 stale |
| First Eagle Investment Management, LLC | 27,635 | $1M | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 23,106 | $1M | 0.1% | 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.
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.