Who owns FEMS
Which tracked institutional funds hold FEMS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FEMS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
13 tracked funds added or opened FEMS while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
FEMS’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 FEMS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FEMS 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 61 tracked filers holding FEMS, 34 increased or opened the position and 29 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 FEMS 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 1
- LeClair Wealth Partners LLC$835K
Full exits 6
- FLOW TRADERS U.S. LLC$4M
- NewEdge Advisors, LLC$3M
- Independent Advisor Alliance$3M
- Cambridge Investment Research Advisors, Inc.$1M
- Integrated Wealth Concepts LLC$1M
- CWM, LLC$1M
Largest adds
- WELLS FARGO & COMPANY/MN$2M
- Trivium Point Advisory, LLC$2M
- OLD MISSION CAPITAL LLC$1M
- LPL Financial LLC$1M
- Baird Financial Group, Inc.$1M
- Farther Finance Advisors, LLC$831K
Largest trims
- MORGAN STANLEY$1M
- RAYMOND JAMES FINANCIAL INC$818K
- CITADEL ADVISORS LLC$430K
- Cornerstone Planning Group LLC$296K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 466,103 | $21M | 12.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 443,087 | $20M | 12.3% | 2026-Q2 |
| LPL Financial LLC added | 272,507 | $12M | 7.5% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 210,210 | $10M | 5.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 201,773 | $9M | 5.6% | 2026-Q2 |
| Arax Advisory Partners added | 146,406 | $7M | 4.1% | 2026-Q2 |
| 626 Financial, LLC added | 146,375 | $7M | 4.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 119,795 | $5M | 3.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 98,949 | $4M | 2.7% | 2026-Q2 |
| VestGen Advisors, LLC added | 76,378 | $3M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 74,935 | $3M | 2.1% | 2026-Q2 |
| Archer Investment Corp added | 71,600 | $3M | 2.0% | 2026-Q2 |
| Baird Financial Group, Inc. added | 68,862 | $3M | 1.9% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 61,685 | $3M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 60,500 | $3M | 1.7% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 56,030 | $3M | 1.5% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 54,287 | $2M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 51,866 | $2M | 1.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 49,671 | $2M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 44,940 | $2M | 1.2% | 2026-Q2 |
| Cornerstone Planning Group LLC trimmed | 44,430 | $2M | 1.2% | 2026-Q2 |
| Quad-Cities Investment Group, LLC trimmed | 44,095 | $2M | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 40,646 | $2M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 35,890 | $2M | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 29,367 | $1M | 0.8% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 25,619 | $1M | 0.7% | 2026-Q2 |
| LeClair Wealth Partners LLC trimmed | 18,295 | $835K | 0.5% | 2026-Q2 |
| SFI Advisors, LLC | 16,084 | $734K | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 15,804 | $722K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 14,478 | $661K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 14,340 | $655K | 0.4% | 2026-Q2 |
| RVW Wealth, LLC added | 13,618 | $622K | 0.4% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. added | 13,000 | $592K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 11,892 | $543K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,630 | $531K | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 10,888 | $497K | 0.3% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 8,318 | $380K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 7,847 | $358K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 7,813 | $357K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,918 | $270K | 0.2% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 5,518 | $252K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 4,966 | $227K | 0.1% | 2026-Q2 |
| Pinnacle Bancorp, Inc. | 4,880 | $223K | 0.1% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 4,608 | $210K | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 4,476 | $204K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 2,077 | $95K | 0.1% | 2026-Q2 |
| MCF Advisors LLC new | 1,408 | $64K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,298 | $59K | 0.0% | 2026-Q2 |
| Tidemark, LLC new | 1,251 | $57K | 0.0% | 2026-Q2 |
| Sankala Group LLC trimmed | 1,225 | $56K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,066 | $49K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 902 | $41K | 0.0% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 243 | $11K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 150 | $7K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 135 | $6K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 104 | $5K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 98 | $4K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 70 | $3K | 0.0% | 2026-Q2 |
| Davis Capital Management | 34 | $2K | 0.0% | 2026-Q2 |
| Trust Co | 14 | $639 | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC | 6 | $274 | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC added | 90,792 | $4M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| NewEdge Advisors, LLC trimmed | 7,182 | $3M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 72,428 | $3M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 29,270 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 28,394 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 24,711 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 10,626 | $484K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 5,339 | $243K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Indivisible Partners added | 5,263 | $240K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| American Financial Advisors, LLC trimmed | 4,675 | $213K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Spire Wealth Management added | 3,987 | $182K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ added | 1,100 | $50K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 231 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OPPENHEIMER & CO INC added | 22,032 | $927K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 10,092 | $425K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,624 | $68K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 908 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Harbor Asset Planning, Inc. added | 176 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 135 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WORLD EQUITY GROUP, INC. added | 25,778 | $1M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 1,193 | $53K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 7,810 | $317K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.