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Institutional Ownership · SEC Form 13F

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.

160
Institutional holders
25,030,480
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
FMR LLC added16,164,365$564M64.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added2,004,903$70M8.0%2026-Q1
Independence Financial Advisors, LLC added993,502$35M4.0%2026-Q1
LPL Financial LLC added729,362$25M2.9%2026-Q1
Sowa Financial Group, Inc. added648,222$23M2.6%2026-Q1
Thrivent Financial for Lutherans new477,196$17M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added330,129$12M1.3%2026-Q1
Cetera Investment Advisers added246,013$9M1.0%2026-Q1
Weil Company, Inc. trimmed242,032$8M1.0%2026-Q1
Advisory Resource Group added214,451$7M0.9%2026-Q1
FCG Investment Co new214,137$7M0.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed182,312$6M0.7%2026-Q1
MARSHALL INVESTMENT MANAGEMENT, LLC new168,479$6M0.7%2026-Q1
Kestra Advisory Services, LLC trimmed139,037$5M0.6%2026-Q1
J.W. COLE ADVISORS, INC. trimmed138,046$5M0.6%2026-Q1
IHT Wealth Management, LLC added123,314$4M0.5%2026-Q1
Pathfinder Wealth Consulting, Inc. added117,328$4M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added104,938$4M0.4%2026-Q1
Investmark Advisory Group LLC added92,544$3M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed84,373$3M0.3%2026-Q1
Processus Wealth & Capital Management, LLC trimmed77,406$3M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added73,235$3M0.3%2026-Q1
Stratos Wealth Partners, LTD. trimmed71,009$2M0.3%2026-Q1
MML INVESTORS SERVICES, LLC added59,119$2M0.2%2026-Q1
Baird Financial Group, Inc.57,961$2M0.2%2026-Q1
MAI Capital Management trimmed53,618$2M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added49,551$2M0.2%2026-Q1
Sunbelt Securities, Inc. trimmed47,076$2M0.2%2026-Q1
Essex Financial Services, Inc. trimmed46,275$2M0.2%2026-Q1
Investment Advisory Group, LLC trimmed35,782$1M0.1%2026-Q1
VESTIA PERSONAL WEALTH ADVISORS trimmed33,713$1M0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added32,305$1M0.1%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added31,362$1M0.1%2026-Q1
Creative Planning added30,986$1M0.1%2026-Q1
JAMES INVESTMENT RESEARCH, INC. added28,993$1M0.1%2026-Q1
NewEdge Advisors, LLC trimmed14,225$993K0.1%2026-Q1
PKS Advisory Services, LLC trimmed28,281$988K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added28,150$983K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added25,423$888K0.1%2026-Q1
Mariner, LLC trimmed24,939$871K0.1%2026-Q1
Focus Partners Wealth trimmed24,461$854K0.1%2026-Q1
CRA Financial Services, LLC added22,886$799K0.1%2026-Q1
MORGAN STANLEY trimmed22,396$782K0.1%2026-Q1
Wealthspire Retirement, LLC trimmed22,247$777K0.1%2026-Q1
HighTower Advisors, LLC added20,644$721K0.1%2026-Q1
Harbor Asset Planning, Inc. added20,595$719K0.1%2026-Q1
Ball & Co Wealth Management Inc. trimmed20,321$709K0.1%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP trimmed20,136$703K0.1%2026-Q1
RWA WEALTH PARTNERS, LLC20,019$699K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed19,887$694K0.1%2026-Q1
Alchemi Wealth, LLC added18,575$648K0.1%2026-Q1
BG Investment Services, LLC new17,948$627K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added17,570$608K0.1%2026-Q1
WBH ADVISORY INC trimmed17,141$601K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added16,542$578K0.1%2026-Q1
Advisory Services Network, LLC added13,896$485K0.1%2026-Q1
Dunhill Financial, LLC added13,739$480K0.1%2026-Q1
Lido Advisors, LLC added12,813$447K0.1%2026-Q1
Integrated Wealth Concepts LLC added12,436$434K0.0%2026-Q1
BANK OF AMERICA CORP /DE/ added12,218$427K0.0%2026-Q1
Roxbury Financial LLC added11,004$384K0.0%2026-Q1
Wealthcare Advisory Partners LLC added10,937$382K0.0%2026-Q1
Bestgate Wealth Advisors, LLC10,850$379K0.0%2026-Q1
Modera Wealth Management, LLC10,730$375K0.0%2026-Q1
Private Advisor Group, LLC added10,209$356K0.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed9,688$340K0.0%2026-Q1
Larson Financial Group LLC added9,371$327K0.0%2026-Q1
Waverly Advisors, LLC trimmed9,199$321K0.0%2026-Q1
WARNER FINANCIAL, INC added9,016$315K0.0%2026-Q1
Summit Financial, LLC new9,000$314K0.0%2026-Q1
Quantinno Capital Management LP added8,911$311K0.0%2026-Q1
TRUIST FINANCIAL CORP added8,902$311K0.0%2026-Q1
North Capital, Inc. added8,850$302K0.0%2026-Q1
Harbor Group, Inc. added8,649$302K0.0%2026-Q1
FORONJY FINANCIAL LLC added8,528$298K0.0%2026-Q1
TBH Global Asset Management, LLC added8,191$286K0.0%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added8,160$285K0.0%2026-Q1
Lifeworks Advisors, LLC7,982$279K0.0%2026-Q1
Outlook Wealth Advisors, LLC added7,917$276K0.0%2026-Q1
Clearstead Advisors, LLC7,826$273K0.0%2026-Q1
IFP Advisors, Inc added7,796$272K0.0%2026-Q1
Leo Wealth, LLC trimmed7,767$271K0.0%2026-Q1
CITADEL ADVISORS LLC trimmed38,316$1M0.1%2025-Q3 stale
Beacon Pointe Advisors, LLC new21,649$726K0.1%2025-Q3 stale
GOLDMAN SACHS GROUP INC trimmed19,999$635K0.1%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added19,137$608K0.1%2025-Q2 stale
Evansbrook LLC new14,541$504K0.1%2025-Q4 stale
Glenmede Investment Management, LP new15,007$477K0.1%2025-Q2 stale
Stonegate Investment Group, LLC13,781$462K0.1%2025-Q3 stale
Kovitz Investment Group Partners, LLC trimmed12,813$430K0.0%2025-Q3 stale
Cerity Partners LLC added11,813$409K0.0%2025-Q4 stale
EVERETT HARRIS & CO /CA/ trimmed11,575$356K0.0%2025-Q1 stale
WCG Wealth Advisors LLC new10,390$348K0.0%2025-Q3 stale
HRT FINANCIAL LP added10,161$340K0.0%2025-Q3 stale
Great Lakes Retirement, Inc.9,659$335K0.0%2025-Q4 stale
Savvy Advisors, Inc. new8,327$289K0.0%2025-Q4 stale
Orion Portfolio Solutions, LLC added9,194$283K0.0%2025-Q1 stale
Orion Porfolio Solutions, LLC added9,194$283K0.0%2025-Q1 stale
BRADLEY FOSTER & SARGENT INC/CT new8,600$264K0.0%2025-Q1 stale
Global Wealth Management Investment Advisory, Inc. new7,877$264K0.0%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.

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.

Learn how to read institutional ownership