Who owns FELC
Which tracked institutional funds hold FELC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FELC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 FELC is one-sided between 2026-Q1 and 2026-Q2: 84 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
FELC’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% 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 FELC 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 251 tracked filers holding FELC, 160 increased or opened the position and 80 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 FELC 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 12
- Vise Technologies, Inc.$21M
- Lakeridge Wealth Management LLC$20M
- Gilbert Capital Group, Inc.$6M
- IFG Advisory, LLC$3M
- Williams Jones Wealth Management, LLC.$1M
- D. E. Shaw & Co., Inc.$1M
Full exits 10
- HighTower Advisors, LLC$63M
- CWM, LLC$61M
- Cambridge Investment Research Advisors, Inc.$6M
- M Holdings Securities, Inc.$4M
- Betterment LLC$3M
- Sovran Advisors, LLC$2M
Largest adds
- FMR LLC$396M
- NewEdge Advisors, LLC$147M
- CITADEL ADVISORS LLC$85M
- LPL Financial LLC$28M
- COMMONWEALTH EQUITY SERVICES, LLC$28M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$27M
Largest trims
- FORTRESS FINANCIAL GROUP, LLC$11M
- ROYAL BANK OF CANADA$8M
- Tower Research Capital LLC (TRC)$2M
- Financial Partners Group, Inc$1M
- AMERIPRISE FINANCIAL INC$488K
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 |
|---|---|---|---|---|
| FMR LLC added | 51,712,717 | $2.2B | 53.9% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 3,815,632 | $160M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,733,082 | $156M | 3.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,712,785 | $156M | 3.9% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 3,484,948 | $146M | 3.6% | 2026-Q2 |
| LPL Financial LLC added | 3,143,965 | $132M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,145,974 | $90M | 2.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,121,806 | $89M | 2.2% | 2026-Q2 |
| EdgeRock Capital LLC added | 1,980,837 | $83M | 2.1% | 2026-Q2 |
| SHP Wealth Management added | 1,708,384 | $72M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,575,565 | $66M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,179,784 | $49M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,151,711 | $48M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,045,600 | $44M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 882,500 | $37M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 861,944 | $36M | 0.9% | 2026-Q2 |
| Stadion Money Management, LLC trimmed | 824,315 | $35M | 0.9% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC trimmed | 769,975 | $32M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 725,406 | $31M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 663,593 | $28M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 529,210 | $22M | 0.6% | 2026-Q2 |
| Vise Technologies, Inc. new | 504,262 | $21M | 0.5% | 2026-Q2 |
| Lakeridge Wealth Management LLC new | 472,739 | $20M | 0.5% | 2026-Q2 |
| Blake Schutter Theil Wealth Advisors, LLC trimmed | 453,709 | $19M | 0.5% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 433,747 | $18M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 416,408 | $17M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 359,359 | $15M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 343,980 | $14M | 0.4% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 305,681 | $13M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 221,851 | $9M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 191,204 | $8M | 0.2% | 2026-Q2 |
| Clearwave Capital, LLC trimmed | 183,123 | $8M | 0.2% | 2026-Q2 |
| &PARTNERS added | 180,540 | $9M | 0.2% | 2026-Q2 |
| Williams & Novak, LLC trimmed | 176,307 | $7M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 161,706 | $7M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 158,051 | $7M | 0.2% | 2026-Q2 |
| LINCOLN CAPITAL CORP added | 154,046 | $6M | 0.2% | 2026-Q2 |
| Able Wealth Management LLC added | 150,357 | $6M | 0.2% | 2026-Q2 |
| Gilbert Capital Group, Inc. new | 140,740 | $6M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 136,019 | $6M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 113,513 | $5M | 0.1% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. added | 112,714 | $5M | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 108,718 | $4M | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 105,438 | $4M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 99,342 | $4M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 92,364 | $4M | 0.1% | 2026-Q2 |
| Investmark Advisory Group LLC added | 90,965 | $4M | 0.1% | 2026-Q2 |
| TBH Global Asset Management, LLC trimmed | 85,609 | $4M | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 84,060 | $4M | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 83,022 | $3M | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 77,944 | $3M | 0.1% | 2026-Q2 |
| UBS Group AG added | 69,175 | $3M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 69,108 | $3M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 67,490 | $3M | 0.1% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 66,659 | $3M | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC trimmed | 65,121 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 64,229 | $3M | 0.1% | 2026-Q2 |
| Element Wealth, LLC added | 59,962 | $3M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 59,654 | $3M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 57,575 | $2M | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 55,144 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 54,645 | $2M | 0.1% | 2026-Q2 |
| Rollins Financial Advisors, LLC trimmed | 54,228 | $2M | 0.1% | 2026-Q2 |
| AAF Wealth Management, LLC trimmed | 53,242 | $2M | 0.1% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 49,853 | $2M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 48,264 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 47,782 | $2M | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 43,690 | $2M | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC added | 42,511 | $2M | 0.0% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 41,461 | $2M | 0.0% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 40,135 | $2M | 0.0% | 2026-Q2 |
| InTrack Investment Management Inc added | 40,010 | $2M | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 36,901 | $2M | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 35,895 | $2M | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 35,750 | $1M | 0.0% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. new | 35,399 | $1M | 0.0% | 2026-Q2 |
| LongView Wealth Management added | 35,252 | $1M | 0.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 35,242 | $1M | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 34,816 | $1M | 0.0% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 34,001 | $1M | 0.0% | 2026-Q2 |
| Csenge Advisory Group added | 33,566 | $1M | 0.0% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 32,254 | $1M | 0.0% | 2026-Q2 |
| Axis Wealth Partners, LLC added | 31,368 | $1M | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 30,032 | $1M | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 29,548 | $1M | 0.0% | 2026-Q2 |
| Certified Advisory Corp trimmed | 29,228 | $1M | 0.0% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 29,074 | $1M | 0.0% | 2026-Q2 |
| Mission Financial Group, LLC added | 26,699 | $1M | 0.0% | 2026-Q2 |
| Storgate, LLC added | 26,155 | $1M | 0.0% | 2026-Q2 |
| PCA Investment Advisory Services Inc. added | 26,002 | $1M | 0.0% | 2026-Q2 |
| Broadview Financial Management, LLC trimmed | 25,882 | $1M | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 25,829 | $1M | 0.0% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 24,474 | $1M | 0.0% | 2026-Q2 |
| Mayfair Advisory Group, LLC added | 24,081 | $1M | 0.0% | 2026-Q2 |
| Salus Financial Advisors, LLC added | 23,443 | $983K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 23,208 | $973K | 0.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 23,075 | $967K | 0.0% | 2026-Q2 |
| PFG Advisors trimmed | 21,821 | $915K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 20,934 | $877K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 20,581 | $863K | 0.0% | 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.