Who owns FENI (FENI)
Which tracked institutional funds hold FENI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FENI 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
The tracked-fund tape on FENI is one-sided between 2025-Q4 and 2026-Q1: 177 added or opened and 24 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
FENI’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 1.0pp gap the other way — the median holder sizes FENI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FENI 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 387 tracked filers holding FENI, 305 increased or opened the position and 78 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 FENI 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 42
- RESTON WEALTH MANAGEMENT LLC$38M
- Calamos Advisors LLC$29M
- Calamos Wealth Management LLC$29M
- TRAPHAGEN INVESTMENT ADVISORS LLC$26M
- FLOW TRADERS U.S. LLC$21M
- McGlone Suttner Wealth Management, Inc.$16M
Full exits 7
- Stephens Consulting, LLC$27M
- StoneX Group Inc.$7M
- CITADEL ADVISORS LLC$4M
- Running Point Capital Advisors, LLC$2M
- Kovack Advisors, Inc.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$914K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$382M
- FMR LLC$185M
- BANK OF AMERICA CORP /DE/$117M
- WELLS FARGO & COMPANY/MN$110M
- LPL Financial LLC$108M
- AMERIPRISE FINANCIAL INC$107M
Largest trims
- JANE STREET GROUP, LLC$73M
- Thrivent Financial for Lutherans$64M
- EverSource Wealth Advisors, LLC$5M
- CHILDRESS CAPITAL ADVISORS, LLC$4M
- PRINCIPAL SECURITIES, INC.$4M
- Avior Wealth Management, LLC$3M
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 | 27,130,531 | $1.0B | 18.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 11,625,396 | $432M | 7.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,420,376 | $276M | 5.0% | 2026-Q1 |
| LPL Financial LLC added | 6,972,872 | $259M | 4.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,242,889 | $232M | 4.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,088,056 | $226M | 4.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,818,381 | $179M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,704,639 | $175M | 3.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,488,531 | $167M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 4,260,462 | $158M | 2.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 3,987,513 | $148M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,662,354 | $136M | 2.4% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 3,637,188 | $135M | 2.4% | 2026-Q1 |
| MORGAN STANLEY added | 3,349,683 | $125M | 2.2% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 2,500,523 | $94M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,245,858 | $84M | 1.5% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 1,798,727 | $70M | 1.3% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC added | 1,515,603 | $56M | 1.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 1,418,041 | $53M | 0.9% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 1,407,460 | $52M | 0.9% | 2026-Q1 |
| UBS Group AG added | 1,401,650 | $52M | 0.9% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC added | 1,321,950 | $49M | 0.9% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 1,200,853 | $47M | 0.8% | 2026-Q1 |
| CGC Financial Services, LLC added | 1,182,571 | $44M | 0.8% | 2026-Q1 |
| RESTON WEALTH MANAGEMENT LLC new | 1,030,071 | $38M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,004,119 | $37M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 969,801 | $36M | 0.6% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 913,060 | $34M | 0.6% | 2026-Q1 |
| RFG Advisory, LLC added | 902,738 | $34M | 0.6% | 2026-Q1 |
| Waterloo Capital, L.P. added | 878,848 | $33M | 0.6% | 2026-Q1 |
| Calamos Advisors LLC new | 793,005 | $29M | 0.5% | 2026-Q1 |
| Calamos Wealth Management LLC new | 768,542 | $29M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 768,272 | $29M | 0.5% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC new | 697,004 | $26M | 0.5% | 2026-Q1 |
| MAI Capital Management trimmed | 651,751 | $24M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 647,066 | $24M | 0.4% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 624,192 | $23M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 600,012 | $22M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 577,571 | $21M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 560,515 | $21M | 0.4% | 2026-Q1 |
| Pasadena Private Wealth, LLC added | 559,219 | $21M | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 552,118 | $21M | 0.4% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 526,493 | $20M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 525,841 | $20M | 0.4% | 2026-Q1 |
| Mayfair Advisory Group, LLC added | 516,768 | $19M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 492,122 | $18M | 0.3% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 466,168 | $17M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 450,994 | $17M | 0.3% | 2026-Q1 |
| Evernest Financial Advisors, LLC added | 429,234 | $17M | 0.3% | 2026-Q1 |
| Stone House Investment Management, LLC added | 443,277 | $16M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 440,512 | $16M | 0.3% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. new | 436,361 | $16M | 0.3% | 2026-Q1 |
| Armor Investment Advisors, LLC added | 436,059 | $16M | 0.3% | 2026-Q1 |
| TABLEAUX LLC trimmed | 433,107 | $16M | 0.3% | 2026-Q1 |
| GERBER, LLC added | 423,859 | $16M | 0.3% | 2026-Q1 |
| Anderson Financial Strategies, LLC trimmed | 401,971 | $16M | 0.3% | 2026-Q1 |
| TruWealth Advisors, LLC added | 396,639 | $15M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 381,859 | $14M | 0.3% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC added | 380,286 | $14M | 0.3% | 2026-Q1 |
| DURANTE & WATERS, LLC added | 376,535 | $14M | 0.3% | 2026-Q1 |
| Advantage Trust Co added | 372,794 | $14M | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 363,613 | $14M | 0.2% | 2026-Q1 |
| Great Lakes Retirement, Inc. new | 355,056 | $13M | 0.2% | 2026-Q1 |
| Clarity Retirement & Wealth, LLC added | 354,530 | $13M | 0.2% | 2026-Q1 |
| Valley Financial Group, Inc. added | 347,249 | $13M | 0.2% | 2026-Q1 |
| Stratos Investment Management, LLC new | 335,992 | $12M | 0.2% | 2026-Q1 |
| Parkside Investments, LLC added | 324,562 | $12M | 0.2% | 2026-Q1 |
| STEPH & CO added | 320,835 | $12M | 0.2% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 316,940 | $12M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 321,684 | $12M | 0.2% | 2026-Q1 |
| Stokes Family Office, LLC new | 310,721 | $12M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 305,295 | $11M | 0.2% | 2026-Q1 |
| Independence Financial Advisors, LLC trimmed | 303,763 | $11M | 0.2% | 2026-Q1 |
| Certified Advisory Corp added | 303,627 | $11M | 0.2% | 2026-Q1 |
| Bryant Woods Investment Advisors, LLC added | 295,097 | $11M | 0.2% | 2026-Q1 |
| Forbes Financial Planning, Inc. added | 293,928 | $11M | 0.2% | 2026-Q1 |
| &PARTNERS added | 288,706 | $11M | 0.2% | 2026-Q1 |
| FWG Holdings, LLC added | 271,875 | $10M | 0.2% | 2026-Q1 |
| HICKS CAPITAL MANAGEMENT LLC added | 268,744 | $10M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 256,168 | $10M | 0.2% | 2026-Q1 |
| Sentinel Advisory Group, LLC new | 255,304 | $9M | 0.2% | 2026-Q1 |
| Tepp RIA, LLC new | 253,799 | $9M | 0.2% | 2026-Q1 |
| MCRAE CAPITAL MANAGEMENT INC new | 253,398 | $9M | 0.2% | 2026-Q1 |
| Farmers & Merchants Trust Co of Chambersburg PA | 255,873 | $9M | 0.2% | 2026-Q1 |
| Andrews Advisory Associates, LLC added | 250,897 | $9M | 0.2% | 2026-Q1 |
| Convergence Financial, LLC trimmed | 246,887 | $9M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 236,885 | $9M | 0.2% | 2026-Q1 |
| Emerald Advisors, LLC added | 241,364 | $9M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. new | 240,058 | $9M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 237,060 | $9M | 0.2% | 2026-Q1 |
| Marble Wealth, LLC new | 230,944 | $9M | 0.2% | 2026-Q1 |
| DAHRING | CUSMANO LLC added | 223,827 | $8M | 0.1% | 2026-Q1 |
| Dougherty Wealth Advisers LLC new | 212,819 | $8M | 0.1% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 211,301 | $8M | 0.1% | 2026-Q1 |
| S Harris Financial Group, LLC added | 208,974 | $8M | 0.1% | 2026-Q1 |
| Bravera Wealth added | 202,371 | $8M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 1,911,687 | $67M | 1.2% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC new | 918,403 | $32M | 0.6% | 2025-Q3 stale |
| Stephens Consulting, LLC added | 748,808 | $27M | 0.5% | 2025-Q4 stale |
| CW Advisors, LLC added | 343,728 | $11M | 0.2% | 2025-Q2 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.