Who owns FELV (FELV)
Which tracked institutional funds hold FELV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FELV 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
20 tracked funds added or opened FELV while 7 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
FELV’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 FELV 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 160 tracked filers holding FELV, 93 increased or opened the position and 50 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 FELV 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 6
- Thrivent Financial for Lutherans$17M
- FCG Investment Co$7M
- MARSHALL INVESTMENT MANAGEMENT, LLC$6M
- PRINCIPAL SECURITIES, INC.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$983K
- BG Investment Services, LLC$627K
Full exits 1
- Evansbrook LLC$504K
Largest adds
- FMR LLC$54M
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- LPL Financial LLC$5M
- IHT Wealth Management, LLC$3M
- RAYMOND JAMES FINANCIAL INC$3M
- Independence Financial Advisors, LLC$2M
Largest trims
- OSAIC HOLDINGS, INC.$10M
- ROYAL BANK OF CANADA$3M
- Kestra Advisory Services, LLC$2M
- NewEdge Advisors, LLC$608K
- Clarity Asset Management, Inc.$438K
- Stratos Wealth Partners, LTD.$433K
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 | 16,164,365 | $564M | 64.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,004,903 | $70M | 8.0% | 2026-Q1 |
| Independence Financial Advisors, LLC added | 993,502 | $35M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 729,362 | $25M | 2.9% | 2026-Q1 |
| Sowa Financial Group, Inc. added | 648,222 | $23M | 2.6% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 477,196 | $17M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 330,129 | $12M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 246,013 | $9M | 1.0% | 2026-Q1 |
| Weil Company, Inc. trimmed | 242,032 | $8M | 1.0% | 2026-Q1 |
| Advisory Resource Group added | 214,451 | $7M | 0.9% | 2026-Q1 |
| FCG Investment Co new | 214,137 | $7M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 182,312 | $6M | 0.7% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC new | 168,479 | $6M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 139,037 | $5M | 0.6% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 138,046 | $5M | 0.6% | 2026-Q1 |
| IHT Wealth Management, LLC added | 123,314 | $4M | 0.5% | 2026-Q1 |
| Pathfinder Wealth Consulting, Inc. added | 117,328 | $4M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 104,938 | $4M | 0.4% | 2026-Q1 |
| Investmark Advisory Group LLC added | 92,544 | $3M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 84,373 | $3M | 0.3% | 2026-Q1 |
| Processus Wealth & Capital Management, LLC trimmed | 77,406 | $3M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 73,235 | $3M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 71,009 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 59,119 | $2M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. | 57,961 | $2M | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 53,618 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 49,551 | $2M | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 47,076 | $2M | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 46,275 | $2M | 0.2% | 2026-Q1 |
| Investment Advisory Group, LLC trimmed | 35,782 | $1M | 0.1% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS trimmed | 33,713 | $1M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 32,305 | $1M | 0.1% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 31,362 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 30,986 | $1M | 0.1% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. added | 28,993 | $1M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 14,225 | $993K | 0.1% | 2026-Q1 |
| PKS Advisory Services, LLC trimmed | 28,281 | $988K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,150 | $983K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,423 | $888K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 24,939 | $871K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 24,461 | $854K | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC added | 22,886 | $799K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 22,396 | $782K | 0.1% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 22,247 | $777K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 20,644 | $721K | 0.1% | 2026-Q1 |
| Harbor Asset Planning, Inc. added | 20,595 | $719K | 0.1% | 2026-Q1 |
| Ball & Co Wealth Management Inc. trimmed | 20,321 | $709K | 0.1% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 20,136 | $703K | 0.1% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 20,019 | $699K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,887 | $694K | 0.1% | 2026-Q1 |
| Alchemi Wealth, LLC added | 18,575 | $648K | 0.1% | 2026-Q1 |
| BG Investment Services, LLC new | 17,948 | $627K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 17,570 | $608K | 0.1% | 2026-Q1 |
| WBH ADVISORY INC trimmed | 17,141 | $601K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 16,542 | $578K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 13,896 | $485K | 0.1% | 2026-Q1 |
| Dunhill Financial, LLC added | 13,739 | $480K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 12,813 | $447K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 12,436 | $434K | 0.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 12,218 | $427K | 0.0% | 2026-Q1 |
| Roxbury Financial LLC added | 11,004 | $384K | 0.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 10,937 | $382K | 0.0% | 2026-Q1 |
| Bestgate Wealth Advisors, LLC | 10,850 | $379K | 0.0% | 2026-Q1 |
| Modera Wealth Management, LLC | 10,730 | $375K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 10,209 | $356K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 9,688 | $340K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 9,371 | $327K | 0.0% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 9,199 | $321K | 0.0% | 2026-Q1 |
| WARNER FINANCIAL, INC added | 9,016 | $315K | 0.0% | 2026-Q1 |
| Summit Financial, LLC new | 9,000 | $314K | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP added | 8,911 | $311K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 8,902 | $311K | 0.0% | 2026-Q1 |
| North Capital, Inc. added | 8,850 | $302K | 0.0% | 2026-Q1 |
| Harbor Group, Inc. added | 8,649 | $302K | 0.0% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 8,528 | $298K | 0.0% | 2026-Q1 |
| TBH Global Asset Management, LLC added | 8,191 | $286K | 0.0% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 8,160 | $285K | 0.0% | 2026-Q1 |
| Lifeworks Advisors, LLC | 7,982 | $279K | 0.0% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 7,917 | $276K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC | 7,826 | $273K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 7,796 | $272K | 0.0% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 7,767 | $271K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 38,316 | $1M | 0.1% | 2025-Q3 stale |
| Beacon Pointe Advisors, LLC new | 21,649 | $726K | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 19,999 | $635K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 19,137 | $608K | 0.1% | 2025-Q2 stale |
| Evansbrook LLC new | 14,541 | $504K | 0.1% | 2025-Q4 stale |
| Glenmede Investment Management, LP new | 15,007 | $477K | 0.1% | 2025-Q2 stale |
| Stonegate Investment Group, LLC | 13,781 | $462K | 0.1% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC trimmed | 12,813 | $430K | 0.0% | 2025-Q3 stale |
| Cerity Partners LLC added | 11,813 | $409K | 0.0% | 2025-Q4 stale |
| EVERETT HARRIS & CO /CA/ trimmed | 11,575 | $356K | 0.0% | 2025-Q1 stale |
| WCG Wealth Advisors LLC new | 10,390 | $348K | 0.0% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 10,161 | $340K | 0.0% | 2025-Q3 stale |
| Great Lakes Retirement, Inc. | 9,659 | $335K | 0.0% | 2025-Q4 stale |
| Savvy Advisors, Inc. new | 8,327 | $289K | 0.0% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 9,194 | $283K | 0.0% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC added | 9,194 | $283K | 0.0% | 2025-Q1 stale |
| BRADLEY FOSTER & SARGENT INC/CT new | 8,600 | $264K | 0.0% | 2025-Q1 stale |
| Global Wealth Management Investment Advisory, Inc. new | 7,877 | $264K | 0.0% | 2025-Q3 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.