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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

236
Institutional holders
90M
Shares held (tracked funds)

How the tape is positioned

50 tracked funds added or opened FELC while 29 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

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 2025-Q4 and 2026-Q1, across 236 tracked filers holding FELC, 150 increased or opened the position and 71 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 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 14

  • Stadion Money Management, LLC$31M
  • VALLEY NATIONAL ADVISERS INC$29M
  • CITADEL ADVISORS LLC$4M
  • TBH Global Asset Management, LLC$3M
  • Retirement Planning Group, LLC$3M
  • Tower Research Capital LLC (TRC)$3M

Full exits 5

  • FLAGSHIP WEALTH ADVISORS, LLC$9M
  • IFG Advisory, LLC$1M
  • RENAISSANCE TECHNOLOGIES LLC$1M
  • AXXCESS WEALTH MANAGEMENT, LLC$989K
  • Modera Wealth Management, LLC$519K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$57M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38M
  • RAYMOND JAMES FINANCIAL INC$17M
  • KFG WEALTH MANAGEMENT, LLC$16M
  • ROYAL BANK OF CANADA$8M
  • CWM, LLC$8M

Largest trims

  • NewEdge Advisors, LLC$35M
  • FMR LLC$32M
  • TWO SIGMA INVESTMENTS, LP$19M
  • OSAIC HOLDINGS, INC.$16M
  • PRINCIPAL SECURITIES, INC.$6M
  • EdgeRock Capital LLC$5M

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).

FundSharesReported value% of valueQuarter
FMR LLC added48,842,293$1.8B55.4%2026-Q1
Fragasso Financial Advisors Inc added3,803,351$140M4.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added3,544,557$129M4.0%2026-Q1
KFG WEALTH MANAGEMENT, LLC added3,304,054$120M3.7%2026-Q1
LPL Financial LLC added2,847,497$103M3.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,067,462$75M2.3%2026-Q1
EdgeRock Capital LLC trimmed1,918,682$70M2.2%2026-Q1
HighTower Advisors, LLC added1,723,420$63M2.0%2026-Q1
CWM, LLC added1,693,968$61M1.9%2026-Q1
SHP Wealth Management added1,667,985$60M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,287,125$47M1.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,078,243$39M1.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed921,775$33M1.0%2026-Q1
Stadion Money Management, LLC new866,015$31M1.0%2026-Q1
JPMORGAN CHASE & CO added864,471$30M1.0%2026-Q1
Kestra Advisory Services, LLC trimmed838,432$30M1.0%2026-Q1
VALLEY NATIONAL ADVISERS INC new790,948$29M0.9%2026-Q1
AMERIPRISE FINANCIAL INC added778,843$28M0.9%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed638,900$23M0.7%2026-Q1
Blake Schutter Theil Wealth Advisors, LLC trimmed473,649$17M0.5%2026-Q1
ROYAL BANK OF CANADA added428,917$16M0.5%2026-Q1
Mascoma Wealth Management LLC added416,910$15M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added399,974$15M0.5%2026-Q1
Cetera Investment Advisers trimmed341,372$12M0.4%2026-Q1
FORTRESS FINANCIAL GROUP, LLC added314,976$11M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added264,226$10M0.3%2026-Q1
NewEdge Advisors, LLC added1,689,498$9M0.3%2026-Q1
STIFEL FINANCIAL CORP added217,998$8M0.2%2026-Q1
Equitable Holdings, Inc. added179,340$7M0.2%2026-Q1
Clearwave Capital, LLC added184,494$7M0.2%2026-Q1
Williams & Novak, LLC added176,956$6M0.2%2026-Q1
&PARTNERS added172,624$6M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added168,727$6M0.2%2026-Q1
Able Wealth Management LLC trimmed149,507$5M0.2%2026-Q1
LINCOLN CAPITAL CORP trimmed148,473$5M0.2%2026-Q1
Cerity Partners LLC trimmed136,262$5M0.2%2026-Q1
MORGAN STANLEY added121,721$4M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed118,707$4M0.1%2026-Q1
Rooted Wealth Advisors, Inc. added106,667$4M0.1%2026-Q1
SAX WEALTH ADVISORS, LLC105,951$4M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed109,162$4M0.1%2026-Q1
Financial Partners Group, Inc trimmed103,060$4M0.1%2026-Q1
CITADEL ADVISORS LLC added101,708$4M0.1%2026-Q1
M Holdings Securities, Inc. added89,455$4M0.1%2026-Q1
Farther Finance Advisors, LLC added96,284$4M0.1%2026-Q1
Focus Partners Wealth added90,979$3M0.1%2026-Q1
TBH Global Asset Management, LLC trimmed89,300$3M0.1%2026-Q1
Retirement Planning Group, LLC new88,279$3M0.1%2026-Q1
Investmark Advisory Group LLC added87,013$3M0.1%2026-Q1
Tower Research Capital LLC (TRC) added83,967$3M0.1%2026-Q1
Keating Financial Advisory Services, Inc. added80,836$3M0.1%2026-Q1
SILVERLAKE WEALTH MANAGEMENT LLC added80,534$3M0.1%2026-Q1
B. Riley Wealth Advisors, Inc. added81,883$3M0.1%2026-Q1
Betterment LLC added71,809$3M0.1%2026-Q1
Sovran Advisors, LLC new62,068$2M0.1%2026-Q1
KPP Advisory Services LLC added67,621$2M0.1%2026-Q1
TRUIST FINANCIAL CORP added65,920$2M0.1%2026-Q1
Gotham Asset Management, LLC new60,365$2M0.1%2026-Q1
Rollins Financial Advisors, LLC trimmed57,587$2M0.1%2026-Q1
UBS Group AG added56,830$2M0.1%2026-Q1
Creative Planning added54,382$2M0.1%2026-Q1
AAF Wealth Management, LLC trimmed53,392$2M0.1%2026-Q1
Element Wealth, LLC added53,191$2M0.1%2026-Q1
Signal Advisors Wealth, LLC added52,595$2M0.1%2026-Q1
MARIPAU WEALTH MANAGEMENT LLC added52,456$2M0.1%2026-Q1
Savvy Advisors, Inc. added49,911$2M0.1%2026-Q1
D.A. DAVIDSON & CO. trimmed48,258$2M0.1%2026-Q1
Lido Advisors, LLC added47,952$2M0.1%2026-Q1
JANE STREET GROUP, LLC added47,367$2M0.1%2026-Q1
Private Advisor Group, LLC trimmed45,666$2M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added43,204$2M0.0%2026-Q1
LaSalle St. Investment Advisors, LLC added41,573$2M0.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed40,651$1M0.0%2026-Q1
Sowell Financial Services LLC added40,359$1M0.0%2026-Q1
Envestnet Portfolio Solutions, Inc. added38,759$1M0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed38,515$1M0.0%2026-Q1
MATHER GROUP, LLC.35,771$1M0.0%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added34,924$1M0.0%2026-Q1
New England Private Wealth Advisors LLC added33,947$1M0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added33,551$1M0.0%2026-Q1
Mariner, LLC trimmed32,022$1M0.0%2026-Q1
Certified Advisory Corp trimmed31,343$1M0.0%2026-Q1
Steward Partners Investment Advisory, LLC trimmed28,631$1M0.0%2026-Q1
LongView Wealth Management new26,639$1M0.0%2026-Q1
FLOW TRADERS U.S. LLC new27,177$986K0.0%2026-Q1
Broadview Financial Management, LLC trimmed26,129$948K0.0%2026-Q1
Axis Wealth Partners, LLC added25,941$941K0.0%2026-Q1
MONEY CONCEPTS CAPITAL CORP added25,190$914K0.0%2026-Q1
Mayfair Advisory Group, LLC added23,926$868K0.0%2026-Q1
Csenge Advisory Group added23,566$855K0.0%2026-Q1
Salus Financial Advisors, LLC added22,993$834K0.0%2026-Q1
PFG Advisors new22,014$798K0.0%2026-Q1
PCA Investment Advisory Services Inc. added21,770$790K0.0%2026-Q1
Advisory Services Network, LLC added20,807$755K0.0%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added368,414$13M0.4%2025-Q2 stale
FLAGSHIP WEALTH ADVISORS, LLC added242,371$9M0.3%2025-Q4 stale
Priebe Wealth Holdings LLC new218,695$8M0.2%2025-Q2 stale
IFG Advisory, LLC added36,431$1M0.0%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed28,700$1M0.0%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC added25,923$989K0.0%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.

HoldersTotal shares

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.

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