Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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 2026-Q1 and 2026-Q2: 189 added or opened and 42 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 0.0% of its own reported 13F book, while the median holder sizes it at 1.2% of theirs — a 1.1pp 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 2026-Q1 and 2026-Q2, across 408 tracked filers holding FENI, 298 increased or opened the position and 116 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 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 19
- Advocacy Wealth Management, LLC$69M
- Waverly Advisors, LLC$17M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- Vise Technologies, Inc.$9M
- DEFINED WEALTH MANAGEMENT, LLC$9M
- 49 WEALTH MANAGEMENT, LLC$7M
Full exits 22
- Cambridge Investment Research Advisors, Inc.$37M
- HighTower Advisors, LLC$21M
- FLOW TRADERS U.S. LLC$21M
- Janney Montgomery Scott LLC$16M
- TruWealth Advisors, LLC$15M
- Farmers & Merchants Trust Co of Chambersburg PA$9M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$183M
- OSAIC HOLDINGS, INC.$152M
- FMR LLC$123M
- LPL Financial LLC$109M
- WELLS FARGO & COMPANY/MN$76M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$74M
Largest trims
- Calamos Advisors LLC$28M
- Mutual Advisors, LLC$4M
- Qube Research & Technologies Ltd$3M
- &PARTNERS$2M
- Convergence Financial, LLC$2M
- Stokes Family Office, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 28,217,093 | $1.1B | 16.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 12,623,230 | $507M | 7.4% | 2026-Q2 |
| LPL Financial LLC added | 9,187,600 | $369M | 5.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,917,073 | $358M | 5.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,783,053 | $352M | 5.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,943,791 | $319M | 4.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,707,611 | $269M | 3.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,362,792 | $261M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,366,242 | $215M | 3.2% | 2026-Q2 |
| Cetera Investment Advisers added | 4,791,472 | $192M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,681,096 | $188M | 2.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 4,203,525 | $169M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 4,168,960 | $167M | 2.5% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 4,088,085 | $164M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,879,279 | $116M | 1.7% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 2,577,382 | $103M | 1.5% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 1,867,208 | $75M | 1.1% | 2026-Q2 |
| Advocacy Wealth Management, LLC new | 1,718,711 | $69M | 1.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,667,208 | $67M | 1.0% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC added | 1,534,642 | $62M | 0.9% | 2026-Q2 |
| UBS Group AG added | 1,508,800 | $61M | 0.9% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 1,507,517 | $60M | 0.9% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC added | 1,374,725 | $55M | 0.8% | 2026-Q2 |
| Financial Strategies Group, Inc. added | 1,245,191 | $50M | 0.7% | 2026-Q2 |
| CGC Financial Services, LLC added | 1,191,080 | $48M | 0.7% | 2026-Q2 |
| RESTON WEALTH MANAGEMENT LLC added | 1,097,586 | $44M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,093,828 | $44M | 0.6% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 1,042,003 | $42M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,029,427 | $41M | 0.6% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 971,692 | $39M | 0.6% | 2026-Q2 |
| Waterloo Capital, L.P. added | 909,512 | $36M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 897,962 | $36M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 885,510 | $36M | 0.5% | 2026-Q2 |
| Calamos Wealth Management LLC added | 872,840 | $35M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 786,045 | $32M | 0.5% | 2026-Q2 |
| Stratos Investment Management, LLC added | 715,008 | $29M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 691,217 | $28M | 0.4% | 2026-Q2 |
| Berman McAleer LLC added | 676,597 | $27M | 0.4% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 643,546 | $26M | 0.4% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 622,123 | $25M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 599,030 | $24M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 597,385 | $24M | 0.4% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 583,475 | $23M | 0.3% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 580,795 | $23M | 0.3% | 2026-Q2 |
| Mayfair Advisory Group, LLC added | 568,182 | $23M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 542,356 | $22M | 0.3% | 2026-Q2 |
| Core Wealth Advisors, Inc. added | 539,045 | $22M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 528,384 | $21M | 0.3% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. added | 510,485 | $20M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 509,621 | $20M | 0.3% | 2026-Q2 |
| DURANTE & WATERS, LLC added | 487,223 | $20M | 0.3% | 2026-Q2 |
| TABLEAUX LLC added | 484,426 | $19M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 463,871 | $19M | 0.3% | 2026-Q2 |
| Evernest Financial Advisors, LLC added | 459,536 | $18M | 0.3% | 2026-Q2 |
| Armor Investment Advisors, LLC added | 449,492 | $18M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 445,595 | $18M | 0.3% | 2026-Q2 |
| Stone House Investment Management, LLC trimmed | 442,968 | $18M | 0.3% | 2026-Q2 |
| GERBER, LLC added | 429,421 | $17M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC new | 426,806 | $17M | 0.3% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC added | 409,529 | $16M | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 408,549 | $16M | 0.2% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 407,710 | $17M | 0.2% | 2026-Q2 |
| Advantage Trust Co added | 389,586 | $16M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 389,091 | $16M | 0.2% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC added | 381,396 | $15M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 380,168 | $15M | 0.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 362,880 | $15M | 0.2% | 2026-Q2 |
| Valley Financial Group, Inc. added | 358,136 | $14M | 0.2% | 2026-Q2 |
| Parkside Investments, LLC added | 354,940 | $14M | 0.2% | 2026-Q2 |
| Independence Financial Advisors, LLC added | 328,715 | $13M | 0.2% | 2026-Q2 |
| Bryant Woods Investment Advisors, LLC added | 325,035 | $13M | 0.2% | 2026-Q2 |
| Certified Advisory Corp added | 322,301 | $13M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 320,439 | $13M | 0.2% | 2026-Q2 |
| STEPH & CO trimmed | 320,420 | $13M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 316,789 | $13M | 0.2% | 2026-Q2 |
| Sentinel Advisory Group, LLC added | 308,575 | $12M | 0.2% | 2026-Q2 |
| FWG Holdings, LLC added | 303,016 | $12M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 295,286 | $12M | 0.2% | 2026-Q2 |
| Forbes Financial Planning, Inc. trimmed | 293,507 | $12M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 287,888 | $12M | 0.2% | 2026-Q2 |
| Marble Wealth, LLC added | 281,213 | $11M | 0.2% | 2026-Q2 |
| Emerald Advisors, LLC added | 280,396 | $11M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 276,515 | $11M | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 275,674 | $11M | 0.2% | 2026-Q2 |
| HICKS CAPITAL MANAGEMENT LLC trimmed | 268,093 | $11M | 0.2% | 2026-Q2 |
| Andrews Advisory Associates, LLC added | 266,329 | $11M | 0.2% | 2026-Q2 |
| MCRAE CAPITAL MANAGEMENT INC added | 263,399 | $11M | 0.2% | 2026-Q2 |
| Cooper Financial Group added | 255,812 | $10M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 245,581 | $10M | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 244,013 | $10M | 0.1% | 2026-Q2 |
| DAHRING | CUSMANO LLC added | 235,336 | $9M | 0.1% | 2026-Q2 |
| S Harris Financial Group, LLC added | 231,681 | $9M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 231,135 | $9M | 0.1% | 2026-Q2 |
| Tepp RIA, LLC trimmed | 230,310 | $9M | 0.1% | 2026-Q2 |
| Systelligence, LLC added | 229,681 | $9M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 229,275 | $9M | 0.1% | 2026-Q2 |
| Legacies Wealth LLC added | 225,546 | $9M | 0.1% | 2026-Q2 |
| DEFINED WEALTH MANAGEMENT, LLC new | 224,891 | $9M | 0.1% | 2026-Q2 |
| Bravera Wealth added | 223,912 | $9M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 217,824 | $9M | 0.1% | 2026-Q2 |
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.