Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 FELG is one-sided between 2026-Q1 and 2026-Q2: 85 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
FELG’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.7pp 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 2026-Q1 and 2026-Q2, across 234 tracked filers holding FELG, 145 increased or opened the position and 76 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 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 16
- TWO SIGMA INVESTMENTS, LP$21M
- Advisory Resource Group$8M
- Global Retirement Partners, LLC$5M
- GOLDMAN SACHS GROUP INC$4M
- CITADEL ADVISORS LLC$4M
- D. E. Shaw & Co., Inc.$2M
Full exits 10
- Cambridge Investment Research Advisors, Inc.$20M
- Thrivent Financial for Lutherans$19M
- CWM, LLC$10M
- Integrated Wealth Concepts LLC$7M
- Pathfinder Wealth Consulting, Inc.$4M
- Sunbelt Securities, Inc.$1M
Largest adds
- MML INVESTORS SERVICES, LLC$85M
- WELLS FARGO & COMPANY/MN$60M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$54M
- LPL Financial LLC$54M
- COMMONWEALTH EQUITY SERVICES, LLC$32M
- ENVESTNET ASSET MANAGEMENT INC$30M
Largest trims
- Independent Advisor Alliance$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Castleview Partners, LLC$2M
- Nova Wealth Management, Inc.$583K
- Key Financial Inc$452K
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 8,634,000 | $378M | 14.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,427,673 | $325M | 12.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,195,146 | $315M | 12.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,563,708 | $287M | 11.3% | 2026-Q2 |
| LPL Financial LLC added | 4,518,399 | $198M | 7.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 4,171,069 | $182M | 7.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,806,311 | $123M | 4.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 1,483,409 | $65M | 2.6% | 2026-Q2 |
| Independence Financial Advisors, LLC added | 1,340,600 | $59M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,277,888 | $56M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 853,626 | $37M | 1.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 837,850 | $37M | 1.4% | 2026-Q2 |
| Spectrum Investment Advisors, Inc. trimmed | 637,144 | $28M | 1.1% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 631,926 | $28M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 563,916 | $24M | 1.0% | 2026-Q2 |
| FMR LLC added | 549,118 | $24M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 485,600 | $21M | 0.8% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 481,348 | $21M | 0.8% | 2026-Q2 |
| Goodman Advisory Group, LLC added | 458,314 | $20M | 0.8% | 2026-Q2 |
| Advisors Capital Management, LLC added | 452,048 | $20M | 0.8% | 2026-Q2 |
| Prepared Retirement Institute LLC added | 384,328 | $17M | 0.7% | 2026-Q2 |
| 46 Peaks LLC added | 351,215 | $15M | 0.6% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 339,551 | $15M | 0.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 330,476 | $14M | 0.6% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. added | 302,902 | $13M | 0.5% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 263,298 | $12M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 236,883 | $10M | 0.4% | 2026-Q2 |
| Northwest Wealth Advisors, LLC added | 208,418 | $9M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 199,953 | $9M | 0.3% | 2026-Q2 |
| Cannon Wealth Management Services, LLC added | 195,102 | $9M | 0.3% | 2026-Q2 |
| Advisory Resource Group new | 179,319 | $8M | 0.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 178,092 | $8M | 0.3% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 172,119 | $8M | 0.3% | 2026-Q2 |
| Linscomb Wealth, Inc. added | 149,314 | $7M | 0.3% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 138,502 | $6M | 0.2% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 135,051 | $6M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 125,083 | $5M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 123,884 | $5M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 112,887 | $5M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 104,321 | $5M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 98,521 | $4M | 0.2% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 94,950 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 92,600 | $4M | 0.2% | 2026-Q2 |
| Investmark Advisory Group LLC added | 87,414 | $4M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 85,290 | $4M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 83,625 | $4M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,944 | $3M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 74,925 | $3M | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 59,500 | $3M | 0.1% | 2026-Q2 |
| Baron Wealth Management LLC added | 57,851 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 52,846 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 50,236 | $2M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 47,880 | $2M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 46,984 | $2M | 0.1% | 2026-Q2 |
| Rollins Financial Advisors, LLC trimmed | 45,918 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 45,730 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 42,935 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 41,723 | $2M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 40,819 | $2M | 0.1% | 2026-Q2 |
| Sugar Maple Asset Management, LLC added | 38,891 | $2M | 0.1% | 2026-Q2 |
| WARNER FINANCIAL, INC added | 38,802 | $2M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 38,521 | $2M | 0.1% | 2026-Q2 |
| InTrack Investment Management Inc trimmed | 38,406 | $2M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 37,120 | $2M | 0.1% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC added | 34,853 | $2M | 0.1% | 2026-Q2 |
| Rolek Wealth Management LLC trimmed | 34,669 | $2M | 0.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc new | 34,348 | $2M | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 32,997 | $1M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 32,457 | $1M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 32,375 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,374 | $1M | 0.1% | 2026-Q2 |
| Infinity Wealth Counsel, LLC added | 30,925 | $1M | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 30,566 | $1M | 0.1% | 2026-Q2 |
| Element Wealth, LLC added | 29,912 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 29,243 | $1M | 0.1% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 28,532 | $1M | 0.0% | 2026-Q2 |
| Redwood Financial Network Corp trimmed | 24,860 | $1M | 0.0% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 24,856 | $1M | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 24,672 | $1M | 0.0% | 2026-Q2 |
| IFG Advisory, LLC added | 23,992 | $1M | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 23,547 | $1M | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 22,610 | $989K | 0.0% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 22,517 | $941K | 0.0% | 2026-Q2 |
| Meadowbrook Advisors Group, LLC new | 21,830 | $955K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC added | 21,228 | $929K | 0.0% | 2026-Q2 |
| TrustWell Financial Advisors, LLC | 20,733 | $907K | 0.0% | 2026-Q2 |
| HICKS CAPITAL MANAGEMENT LLC added | 19,973 | $874K | 0.0% | 2026-Q2 |
| Castleview Partners, LLC trimmed | 19,851 | $869K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 19,797 | $866K | 0.0% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 19,586 | $857K | 0.0% | 2026-Q2 |
| Bay Capital Advisors, LLC added | 19,484 | $852K | 0.0% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 19,009 | $832K | 0.0% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 18,889 | $826K | 0.0% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 18,873 | $826K | 0.0% | 2026-Q2 |
| Geneva Partners, LLC added | 18,427 | $806K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 18,398 | $805K | 0.0% | 2026-Q2 |
| Kuhn & Co Investment Counsel trimmed | 18,354 | $803K | 0.0% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC added | 17,963 | $786K | 0.0% | 2026-Q2 |
| Prospera Financial Services Inc new | 17,786 | $778K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 17,404 | $761K | 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.