Who owns FELG (FELG)
Which tracked institutional funds hold FELG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FELG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
34 tracked funds added or opened FELG while 39 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
FELG’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FELG 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 217 tracked filers holding FELG, 121 increased or opened the position and 91 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 FELG 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 12
- McGlone Suttner Wealth Management, Inc.$10M
- Independent Advisor Alliance$6M
- B. Riley Wealth Advisors, Inc.$6M
- Linscomb Wealth, Inc.$3M
- Sugar Maple Asset Management, LLC$1M
- JANE STREET GROUP, LLC$1M
Full exits 6
- B&D White Capital Company, LLC$11M
- FLAGSHIP WEALTH ADVISORS, LLC$6M
- Global Retirement Partners, LLC$2M
- CITADEL ADVISORS LLC$1M
- IFG Advisory, LLC$934K
- GREAT VALLEY ADVISOR GROUP, INC.$580K
Largest adds
- WELLS FARGO & COMPANY/MN$257M
- RAYMOND JAMES FINANCIAL INC$53M
- LPL Financial LLC$28M
- Kestra Advisory Services, LLC$24M
- Cetera Investment Advisers$23M
- IAG Wealth Partners, LLC$20M
Largest trims
- Equitable Holdings, Inc.$42M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$36M
- MML INVESTORS SERVICES, LLC$35M
- COMMONWEALTH EQUITY SERVICES, LLC$22M
- Prepared Retirement Institute LLC$16M
- OSAIC HOLDINGS, INC.$11M
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 8,634,000 | $324M | 15.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,075,913 | $265M | 12.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,848,829 | $257M | 12.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 6,118,699 | $229M | 11.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,020,193 | $151M | 7.2% | 2026-Q1 |
| LPL Financial LLC added | 3,832,606 | $144M | 6.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,887,325 | $108M | 5.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,517,007 | $57M | 2.7% | 2026-Q1 |
| Independence Financial Advisors, LLC trimmed | 1,273,476 | $48M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,253,764 | $47M | 2.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 759,581 | $28M | 1.4% | 2026-Q1 |
| Spectrum Investment Advisors, Inc. added | 670,802 | $25M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 593,562 | $21M | 1.0% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 540,723 | $20M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 528,425 | $20M | 0.9% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 517,994 | $19M | 0.9% | 2026-Q1 |
| FMR LLC added | 491,120 | $18M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 475,224 | $18M | 0.9% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 456,159 | $17M | 0.8% | 2026-Q1 |
| Advisors Capital Management, LLC added | 392,352 | $15M | 0.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 310,594 | $12M | 0.6% | 2026-Q1 |
| Valmark Advisers, Inc. added | 304,993 | $11M | 0.5% | 2026-Q1 |
| CWM, LLC added | 274,425 | $10M | 0.5% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 269,710 | $10M | 0.5% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. new | 257,703 | $10M | 0.5% | 2026-Q1 |
| 46 Peaks LLC added | 254,954 | $10M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 221,019 | $8M | 0.4% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 191,167 | $7M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 173,832 | $7M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 172,510 | $6M | 0.3% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. new | 168,708 | $6M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 156,034 | $6M | 0.3% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 138,502 | $5M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 129,480 | $5M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 128,140 | $5M | 0.2% | 2026-Q1 |
| Cannon Wealth Management Services, LLC added | 124,886 | $5M | 0.2% | 2026-Q1 |
| Pathfinder Wealth Consulting, Inc. added | 117,407 | $4M | 0.2% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 108,113 | $4M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 98,501 | $4M | 0.2% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 95,259 | $4M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 87,962 | $3M | 0.2% | 2026-Q1 |
| Investmark Advisory Group LLC added | 82,231 | $3M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 80,527 | $3M | 0.1% | 2026-Q1 |
| Linscomb Wealth, Inc. new | 71,671 | $3M | 0.1% | 2026-Q1 |
| Castleview Partners, LLC added | 66,793 | $3M | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 51,214 | $2M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 49,556 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 47,404 | $2M | 0.1% | 2026-Q1 |
| Rollins Financial Advisors, LLC trimmed | 47,204 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 46,445 | $2M | 0.1% | 2026-Q1 |
| Baron Wealth Management LLC added | 41,908 | $2M | 0.1% | 2026-Q1 |
| InTrack Investment Management Inc trimmed | 41,008 | $2M | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 38,710 | $1M | 0.1% | 2026-Q1 |
| Sugar Maple Asset Management, LLC new | 37,776 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 37,748 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 36,592 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 35,482 | $1M | 0.1% | 2026-Q1 |
| Rolek Wealth Management LLC trimmed | 34,766 | $1M | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 34,585 | $1M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 32,988 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 32,296 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 29,768 | $1M | 0.1% | 2026-Q1 |
| Ball & Co Wealth Management Inc. added | 28,844 | $1M | 0.1% | 2026-Q1 |
| Soltis Investment Advisors LLC new | 28,528 | $1M | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 25,189 | $1M | 0.1% | 2026-Q1 |
| Infinity Wealth Counsel, LLC added | 27,375 | $1M | 0.0% | 2026-Q1 |
| Redwood Financial Network Corp added | 26,444 | $991K | 0.0% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 25,701 | $964K | 0.0% | 2026-Q1 |
| Element Wealth, LLC added | 25,648 | $962K | 0.0% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 25,090 | $941K | 0.0% | 2026-Q1 |
| Key Financial Inc | 23,835 | $894K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 23,067 | $865K | 0.0% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 22,591 | $847K | 0.0% | 2026-Q1 |
| Elm3 Financial Group, LLC added | 20,830 | $781K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 20,828 | $781K | 0.0% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 20,742 | $778K | 0.0% | 2026-Q1 |
| TrustWell Financial Advisors, LLC | 20,733 | $777K | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC new | 20,380 | $764K | 0.0% | 2026-Q1 |
| Financial Partners Group, Inc trimmed | 20,222 | $758K | 0.0% | 2026-Q1 |
| Bay Capital Advisors, LLC added | 19,360 | $726K | 0.0% | 2026-Q1 |
| HICKS CAPITAL MANAGEMENT LLC new | 19,271 | $722K | 0.0% | 2026-Q1 |
| Kuhn & Co Investment Counsel added | 18,507 | $694K | 0.0% | 2026-Q1 |
| Atria Investments, Inc trimmed | 18,213 | $683K | 0.0% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 18,170 | $681K | 0.0% | 2026-Q1 |
| Geneva Partners, LLC trimmed | 18,123 | $679K | 0.0% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC added | 18,037 | $676K | 0.0% | 2026-Q1 |
| Godfrey Financial Associates, Inc. trimmed | 17,404 | $652K | 0.0% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 17,010 | $638K | 0.0% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 482,310 | $20M | 0.9% | 2025-Q3 stale |
| B&D White Capital Company, LLC added | 275,092 | $11M | 0.5% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 275,017 | $10M | 0.5% | 2025-Q2 stale |
| FLAGSHIP WEALTH ADVISORS, LLC added | 153,304 | $6M | 0.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 103,070 | $4M | 0.2% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 39,572 | $2M | 0.1% | 2025-Q4 stale |
| Proficio Capital Partners LLC trimmed | 44,843 | $1M | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 33,375 | $1M | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 34,819 | $1M | 0.1% | 2025-Q2 stale |
| IFG Advisory, LLC added | 22,403 | $934K | 0.0% | 2025-Q4 stale |
| Creekmur Asset Management LLC trimmed | 20,848 | $857K | 0.0% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC new | 20,188 | $636K | 0.0% | 2025-Q1 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.