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Institutional Ownership · SEC Form 13F

Who owns FEM (FEM)


Which tracked institutional funds hold FEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FEM 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.

137
Institutional holders
18,225,221
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on FEM is one-sided between 2025-Q4 and 2026-Q1: 47 added or opened and 4 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

FEM’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes FEM more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FEM 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 137 tracked filers holding FEM, 95 increased or opened the position and 31 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 FEM 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 11

  • JANE STREET GROUP, LLC$27M
  • TCP Asset Management, LLC$13M
  • GREENUP STREET WEALTH MANAGEMENT LLC$4M
  • Wagner Wealth Management, Corp$3M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • CITADEL ADVISORS LLC$2M

Full exits 2

  • Coppell Advisory Solutions LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$650K

Largest adds

  • FIRST TRUST ADVISORS LP$22M
  • LPL Financial LLC$15M
  • MORGAN STANLEY$15M
  • BANK OF AMERICA CORP /DE/$10M
  • ENVESTNET ASSET MANAGEMENT INC$10M
  • WELLS FARGO & COMPANY/MN$8M

Largest trims

  • ROYAL BANK OF CANADA$2M
  • OSAIC HOLDINGS, INC.$284K

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
MORGAN STANLEY added2,695,058$81M14.6%2026-Q1
LPL Financial LLC added1,772,726$53M9.6%2026-Q1
WELLS FARGO & COMPANY/MN added1,346,747$40M7.3%2026-Q1
BANK OF AMERICA CORP /DE/ added1,303,530$39M7.1%2026-Q1
JANE STREET GROUP, LLC added900,000$27M4.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added849,362$25M4.6%2026-Q1
ROYAL BANK OF CANADA trimmed833,131$25M4.5%2026-Q1
FIRST TRUST ADVISORS LP added758,297$23M4.1%2026-Q1
UBS Group AG added677,564$20M3.7%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added617,179$18M3.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added444,848$13M2.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added443,763$13M2.4%2026-Q1
TCP Asset Management, LLC new440,485$13M2.4%2026-Q1
Sanctuary Advisors, LLC trimmed379,901$11M2.1%2026-Q1
Cetera Investment Advisers added365,701$11M2.0%2026-Q1
ASSETMARK, INC added321,004$10M1.7%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD313,808$9M1.7%2026-Q1
Private Advisor Group, LLC added280,508$8M1.5%2026-Q1
Bank of New York Mellon Corp added228,038$7M1.2%2026-Q1
Gateway Wealth Partners, LLC added155,246$5M0.8%2026-Q1
HighTower Advisors, LLC added150,949$5M0.8%2026-Q1
BENJAMIN EDWARDS INC added141,157$4M0.8%2026-Q1
GREENUP STREET WEALTH MANAGEMENT LLC new136,844$4M0.7%2026-Q1
Atria Investments, Inc added118,473$4M0.6%2026-Q1
Prospera Financial Services Inc added109,087$3M0.6%2026-Q1
IFP Advisors, Inc added108,174$3M0.6%2026-Q1
Kingsview Wealth Management, LLC trimmed92,729$3M0.5%2026-Q1
Janney Montgomery Scott LLC added92,588$3M0.5%2026-Q1
Wagner Wealth Management, Corp new92,316$3M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new82,441$2M0.5%2026-Q1
CWM, LLC added79,359$2M0.4%2026-Q1
CITADEL ADVISORS LLC added74,584$2M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. added69,621$2M0.4%2026-Q1
AE Wealth Management LLC added67,932$2M0.4%2026-Q1
Midwest Financial Group LLC trimmed66,970$2M0.4%2026-Q1
Orion Porfolio Solutions, LLC added62,123$2M0.3%2026-Q1
Rathbones Group PLC added59,637$2M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added58,981$2M0.3%2026-Q1
PARK AVENUE SECURITIES LLC added57,682$2M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed53,934$2M0.3%2026-Q1
STIFEL FINANCIAL CORP added50,904$2M0.3%2026-Q1
OneAscent Financial Services LLC added47,884$1M0.3%2026-Q1
VestGen Advisors, LLC trimmed43,209$1M0.3%2026-Q1
Greenwich Wealth Management LLC new46,545$1M0.3%2026-Q1
Chicago Partners Investment Group LLC added40,273$1M0.2%2026-Q1
IMG Wealth Management, Inc. new42,652$1M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added43,269$1M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added41,952$1M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added41,843$1M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed38,175$1M0.2%2026-Q1
Snowden Capital Advisors LLC trimmed37,880$1M0.2%2026-Q1
Pacific Excel Wealth Advisors, Inc. added35,240$1M0.2%2026-Q1
IAMS WEALTH MANAGEMENT, LLC added33,990$1M0.2%2026-Q1
Quantinno Capital Management LP added33,777$1M0.2%2026-Q1
D.A. DAVIDSON & CO. added33,395$1M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed32,884$996K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new31,283$937K0.2%2026-Q1
Aprio Wealth Management, LLC added31,089$931K0.2%2026-Q1
Crusonia Wealth Advisors LLC added28,055$840K0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed24,884$745K0.1%2026-Q1
Focus Financial Network, Inc. new24,469$733K0.1%2026-Q1
Integrated Wealth Concepts LLC added24,376$730K0.1%2026-Q1
HBW ADVISORY SERVICES LLC added23,395$701K0.1%2026-Q1
MGO ONE SEVEN LLC added22,650$678K0.1%2026-Q1
GOLDMAN SACHS GROUP INC22,470$673K0.1%2026-Q1
NewEdge Wealth, LLC added21,859$655K0.1%2026-Q1
TRUIST FINANCIAL CORP added19,588$587K0.1%2026-Q1
Richmond Investment Services, LLC trimmed19,557$586K0.1%2026-Q1
Formidable Asset Management, LLC added19,366$530K0.1%2026-Q1
RFG Advisory, LLC added16,618$498K0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. added16,614$498K0.1%2026-Q1
Higgins & Schmidt Wealth Strategies LLC14,375$431K0.1%2026-Q1
Trueblood Wealth Management, LLC added14,329$429K0.1%2026-Q1
Equitable Holdings, Inc. added15,357$420K0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added13,648$409K0.1%2026-Q1
OPPENHEIMER & CO INC trimmed13,505$405K0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed12,632$378K0.1%2026-Q1
LaSalle St. Investment Advisors, LLC trimmed12,546$376K0.1%2026-Q1
FIFTH THIRD BANCORP added12,227$366K0.1%2026-Q1
CENTAURUS FINANCIAL, INC. added11,820$354K0.1%2026-Q1
Rockefeller Capital Management L.P. added10,330$309K0.1%2026-Q1
Arkadios Wealth Advisors added10,262$307K0.1%2026-Q1
WEDBUSH SECURITIES INC new9,825$294K0.1%2026-Q1
Mariner, LLC9,695$290K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added9,679$290K0.1%2026-Q1
Pinnacle Family Advisors, LLC trimmed9,613$288K0.1%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed9,338$280K0.1%2026-Q1
Balboa Wealth Partners added9,206$276K0.0%2026-Q1
MEITAV INVESTMENT HOUSE LTD8,893$266K0.0%2026-Q1
Element Wealth, LLC trimmed8,823$264K0.0%2026-Q1
OLD MISSION CAPITAL LLC trimmed105,041$3M0.5%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. trimmed58,165$1M0.3%2025-Q2 stale
WORLD EQUITY GROUP, INC. added42,491$1M0.2%2025-Q3 stale
Coppell Advisory Solutions LLC added37,539$1M0.2%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed37,671$861K0.2%2025-Q1 stale
Atria Wealth Solutions, Inc. added29,543$675K0.1%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed23,748$650K0.1%2025-Q4 stale
COMERICA BANK trimmed15,094$413K0.1%2025-Q4 stale
Sebold Capital Management, Inc. trimmed15,582$383K0.1%2025-Q2 stale
Pine Valley Investments Ltd Liability Co added13,763$376K0.1%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.

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