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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 48,842,293 | $1.8B | 55.4% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 3,803,351 | $140M | 4.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,544,557 | $129M | 4.0% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 3,304,054 | $120M | 3.7% | 2026-Q1 |
| LPL Financial LLC added | 2,847,497 | $103M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,067,462 | $75M | 2.3% | 2026-Q1 |
| EdgeRock Capital LLC trimmed | 1,918,682 | $70M | 2.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,723,420 | $63M | 2.0% | 2026-Q1 |
| CWM, LLC added | 1,693,968 | $61M | 1.9% | 2026-Q1 |
| SHP Wealth Management added | 1,667,985 | $60M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,287,125 | $47M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,078,243 | $39M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 921,775 | $33M | 1.0% | 2026-Q1 |
| Stadion Money Management, LLC new | 866,015 | $31M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 864,471 | $30M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 838,432 | $30M | 1.0% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC new | 790,948 | $29M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 778,843 | $28M | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 638,900 | $23M | 0.7% | 2026-Q1 |
| Blake Schutter Theil Wealth Advisors, LLC trimmed | 473,649 | $17M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 428,917 | $16M | 0.5% | 2026-Q1 |
| Mascoma Wealth Management LLC added | 416,910 | $15M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 399,974 | $15M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 341,372 | $12M | 0.4% | 2026-Q1 |
| FORTRESS FINANCIAL GROUP, LLC added | 314,976 | $11M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 264,226 | $10M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,689,498 | $9M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 217,998 | $8M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 179,340 | $7M | 0.2% | 2026-Q1 |
| Clearwave Capital, LLC added | 184,494 | $7M | 0.2% | 2026-Q1 |
| Williams & Novak, LLC added | 176,956 | $6M | 0.2% | 2026-Q1 |
| &PARTNERS added | 172,624 | $6M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 168,727 | $6M | 0.2% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 149,507 | $5M | 0.2% | 2026-Q1 |
| LINCOLN CAPITAL CORP trimmed | 148,473 | $5M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 136,262 | $5M | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 121,721 | $4M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 118,707 | $4M | 0.1% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. added | 106,667 | $4M | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 105,951 | $4M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 109,162 | $4M | 0.1% | 2026-Q1 |
| Financial Partners Group, Inc trimmed | 103,060 | $4M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 101,708 | $4M | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. added | 89,455 | $4M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 96,284 | $4M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 90,979 | $3M | 0.1% | 2026-Q1 |
| TBH Global Asset Management, LLC trimmed | 89,300 | $3M | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC new | 88,279 | $3M | 0.1% | 2026-Q1 |
| Investmark Advisory Group LLC added | 87,013 | $3M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 83,967 | $3M | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 80,836 | $3M | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 80,534 | $3M | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 81,883 | $3M | 0.1% | 2026-Q1 |
| Betterment LLC added | 71,809 | $3M | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC new | 62,068 | $2M | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC added | 67,621 | $2M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 65,920 | $2M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC new | 60,365 | $2M | 0.1% | 2026-Q1 |
| Rollins Financial Advisors, LLC trimmed | 57,587 | $2M | 0.1% | 2026-Q1 |
| UBS Group AG added | 56,830 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 54,382 | $2M | 0.1% | 2026-Q1 |
| AAF Wealth Management, LLC trimmed | 53,392 | $2M | 0.1% | 2026-Q1 |
| Element Wealth, LLC added | 53,191 | $2M | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 52,595 | $2M | 0.1% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 52,456 | $2M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 49,911 | $2M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 48,258 | $2M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 47,952 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 47,367 | $2M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 45,666 | $2M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 43,204 | $2M | 0.0% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 41,573 | $2M | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 40,651 | $1M | 0.0% | 2026-Q1 |
| Sowell Financial Services LLC added | 40,359 | $1M | 0.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 38,759 | $1M | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 38,515 | $1M | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. | 35,771 | $1M | 0.0% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 34,924 | $1M | 0.0% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 33,947 | $1M | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 33,551 | $1M | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 32,022 | $1M | 0.0% | 2026-Q1 |
| Certified Advisory Corp trimmed | 31,343 | $1M | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 28,631 | $1M | 0.0% | 2026-Q1 |
| LongView Wealth Management new | 26,639 | $1M | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC new | 27,177 | $986K | 0.0% | 2026-Q1 |
| Broadview Financial Management, LLC trimmed | 26,129 | $948K | 0.0% | 2026-Q1 |
| Axis Wealth Partners, LLC added | 25,941 | $941K | 0.0% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 25,190 | $914K | 0.0% | 2026-Q1 |
| Mayfair Advisory Group, LLC added | 23,926 | $868K | 0.0% | 2026-Q1 |
| Csenge Advisory Group added | 23,566 | $855K | 0.0% | 2026-Q1 |
| Salus Financial Advisors, LLC added | 22,993 | $834K | 0.0% | 2026-Q1 |
| PFG Advisors new | 22,014 | $798K | 0.0% | 2026-Q1 |
| PCA Investment Advisory Services Inc. added | 21,770 | $790K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 20,807 | $755K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 368,414 | $13M | 0.4% | 2025-Q2 stale |
| FLAGSHIP WEALTH ADVISORS, LLC added | 242,371 | $9M | 0.3% | 2025-Q4 stale |
| Priebe Wealth Holdings LLC new | 218,695 | $8M | 0.2% | 2025-Q2 stale |
| IFG Advisory, LLC added | 36,431 | $1M | 0.0% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 28,700 | $1M | 0.0% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 25,923 | $989K | 0.0% | 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.
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.