Who owns FENY (FENY)
Which tracked institutional funds hold FENY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FENY 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 FENY is one-sided between 2025-Q4 and 2026-Q1: 97 added or opened and 14 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
FENY’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FENY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FENY 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 259 tracked filers holding FENY, 152 increased or opened the position and 89 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 FENY 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 25
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$82M
- MARSHALL WACE, LLP$28M
- Independence Financial Advisors, LLC$11M
- Quadrature Capital Ltd$8M
- AssuredPartners Investment Advisors, LLC$6M
- Procyon Advisors, LLC$3M
Full exits 7
- HILLTOP WEALTH ADVISORS, LLC$13M
- TBH Global Asset Management, LLC$5M
- Maxele Advisors, LLC$2M
- SYNTAX RESEARCH, INC.$2M
- HRT FINANCIAL LP$685K
- TWO SIGMA SECURITIES, LLC$666K
Largest adds
- BNP PARIBAS FINANCIAL MARKETS$42M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29M
- VICUS CAPITAL$27M
- AGF MANAGEMENT LTD$19M
- HighTower Advisors, LLC$18M
- Lido Advisors, LLC$17M
Largest trims
- CITADEL ADVISORS LLC$1M
- NewEdge Advisors, LLC$1M
- UBS Group AG$1M
- Tower Research Capital LLC (TRC)$1M
- Headlands Technologies LLC$779K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$651K
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,403,629 | $82M | 10.4% | 2026-Q1 |
| Lido Advisors, LLC added | 1,755,925 | $60M | 7.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,496,303 | $51M | 6.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,276,388 | $43M | 5.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,039,577 | $35M | 4.5% | 2026-Q1 |
| LPL Financial LLC added | 928,815 | $32M | 4.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 894,428 | $30M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 856,269 | $29M | 3.7% | 2026-Q1 |
| MARSHALL WACE, LLP new | 809,088 | $28M | 3.5% | 2026-Q1 |
| VICUS CAPITAL added | 803,382 | $27M | 3.5% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 731,061 | $25M | 3.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 437,184 | $15M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 429,647 | $15M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 428,397 | $15M | 1.9% | 2026-Q1 |
| AE Wealth Management LLC added | 333,033 | $11M | 1.4% | 2026-Q1 |
| Independence Financial Advisors, LLC new | 317,691 | $11M | 1.4% | 2026-Q1 |
| Cutler Capital Management, LLC trimmed | 267,315 | $9M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 245,087 | $8M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 238,526 | $8M | 1.0% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 231,107 | $8M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 228,035 | $8M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 211,020 | $7M | 0.9% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 199,238 | $7M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 197,000 | $7M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 189,088 | $6M | 0.8% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC new | 182,693 | $6M | 0.8% | 2026-Q1 |
| Composition Wealth, LLC added | 167,558 | $6M | 0.7% | 2026-Q1 |
| Financial Partners Group, Inc added | 154,213 | $5M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 152,762 | $5M | 0.7% | 2026-Q1 |
| SageGuard Financial Group, LLC added | 150,796 | $5M | 0.7% | 2026-Q1 |
| Traynor Capital Management, Inc. added | 146,975 | $5M | 0.6% | 2026-Q1 |
| Eley Financial Management, Inc added | 175,572 | $5M | 0.6% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC trimmed | 131,963 | $4M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 129,903 | $4M | 0.6% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 124,946 | $4M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 124,511 | $4M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 117,352 | $4M | 0.5% | 2026-Q1 |
| Yoder Wealth Management, Inc. trimmed | 112,557 | $4M | 0.5% | 2026-Q1 |
| Trail Ridge Investment Advisors, LLC added | 110,839 | $4M | 0.5% | 2026-Q1 |
| FMR LLC added | 106,754 | $4M | 0.5% | 2026-Q1 |
| Jacobi Capital Management LLC trimmed | 106,107 | $4M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 98,602 | $3M | 0.4% | 2026-Q1 |
| Wealth Quarterback LLC trimmed | 85,709 | $3M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 81,487 | $3M | 0.4% | 2026-Q1 |
| Procyon Advisors, LLC new | 75,764 | $3M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 74,914 | $3M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 73,253 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 68,981 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 63,056 | $2M | 0.3% | 2026-Q1 |
| Aspetuck Financial Management LLC trimmed | 62,629 | $2M | 0.3% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 60,946 | $2M | 0.3% | 2026-Q1 |
| LYNCH & ASSOCIATES/IN added | 59,179 | $2M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 45,767 | $2M | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 57,501 | $2M | 0.2% | 2026-Q1 |
| Financial Perspectives, Inc added | 56,920 | $2M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 56,206 | $2M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 55,533 | $2M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 52,795 | $2M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 52,730 | $2M | 0.2% | 2026-Q1 |
| Bravias Capital Group, LLC added | 50,922 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 50,846 | $2M | 0.2% | 2026-Q1 |
| Bellwether Advisors, LLC new | 50,694 | $2M | 0.2% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 50,000 | $2M | 0.2% | 2026-Q1 |
| Q3 Asset Management trimmed | 48,753 | $2M | 0.2% | 2026-Q1 |
| Smith Salley Wealth Management added | 48,705 | $2M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 46,873 | $2M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 42,952 | $1M | 0.2% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 41,497 | $1M | 0.2% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT new | 41,466 | $1M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC new | 40,952 | $1M | 0.2% | 2026-Q1 |
| RFP Financial Group LLC new | 40,655 | $1M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 39,788 | $1M | 0.2% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 39,350 | $1M | 0.2% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 38,847 | $1M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 37,328 | $1M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 36,500 | $1M | 0.2% | 2026-Q1 |
| EPG Wealth Management LLC trimmed | 35,454 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 34,974 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 34,827 | $1M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 33,800 | $1M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 33,113 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 33,051 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 30,374 | $1M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 30,002 | $1M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 28,225 | $982K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 28,659 | $975K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 28,600 | $973K | 0.1% | 2026-Q1 |
| Financial Freedom, LLC added | 28,556 | $971K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 27,681 | $942K | 0.1% | 2026-Q1 |
| Yarbrough Capital, LLC | 711,695 | $18M | 2.2% | 2025-Q3 stale |
| HILLTOP WEALTH ADVISORS, LLC added | 534,019 | $13M | 1.7% | 2025-Q4 stale |
| TBH Global Asset Management, LLC new | 130,600 | $5M | 0.6% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. new | 182,232 | $5M | 0.6% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 150,940 | $4M | 0.5% | 2025-Q2 stale |
| Maxele Advisors, LLC trimmed | 91,623 | $2M | 0.3% | 2025-Q4 stale |
| SYNTAX RESEARCH, INC. added | 81,150 | $2M | 0.3% | 2025-Q4 stale |
| Guerra Advisors Inc trimmed | 64,180 | $2M | 0.2% | 2025-Q3 stale |
| Patriot Financial Group Insurance Agency, LLC added | 64,860 | $2M | 0.2% | 2025-Q2 stale |
| Tidal Investments LLC trimmed | 54,669 | $1M | 0.2% | 2025-Q2 stale |
| Full Sail Capital, LLC trimmed | 48,624 | $1M | 0.2% | 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.
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.