Who owns FEOE
Which tracked institutional funds hold FEOE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FEOE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 FEOE is one-sided between 2026-Q1 and 2026-Q2: 78 added or opened and 15 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
FEOE’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FEOE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FEOE 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 149 tracked filers holding FEOE, 126 increased or opened the position and 26 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 FEOE 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 11
- NewEdge Advisors, LLC$35M
- GREENWOOD CAPITAL ASSOCIATES LLC$4M
- Vise Technologies, Inc.$4M
- Arax Advisory Partners$3M
- Elequin Capital, LP$3M
- Patriot Financial Group Insurance Agency, LLC$2M
Full exits 10
- Janney Montgomery Scott LLC$23M
- NKCFO LLC$22M
- HighTower Advisors, LLC$13M
- Independent Advisor Alliance$7M
- KMG FIDUCIARY PARTNERS, LLC$4M
- U.S. Capital Wealth Advisors, LLC$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44M
- BANK OF AMERICA CORP /DE/$41M
- MORGAN STANLEY$38M
- LPL Financial LLC$35M
- UBS Group AG$32M
- ROYAL BANK OF CANADA$25M
Largest trims
- Tanglewood Wealth Management, Inc.$14M
- Richmond Investment Services, LLC$6M
- JANE STREET GROUP, LLC$5M
- AVAII WEALTH MANAGEMENT, LLC$2M
- Fortis Group Advisors, LLC$459K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,711,424 | $91M | 8.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,626,435 | $87M | 7.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,435,140 | $77M | 6.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,384,809 | $74M | 6.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,314,354 | $70M | 6.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,116,579 | $60M | 5.3% | 2026-Q2 |
| MORGAN STANLEY added | 843,708 | $45M | 4.0% | 2026-Q2 |
| UBS Group AG added | 728,080 | $39M | 3.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 650,933 | $35M | 3.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 579,013 | $31M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 570,213 | $30M | 2.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 499,920 | $27M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 447,259 | $24M | 2.1% | 2026-Q2 |
| Acumen Wealth Advisors, LLC added | 442,679 | $24M | 2.1% | 2026-Q2 |
| &PARTNERS added | 381,290 | $20M | 1.8% | 2026-Q2 |
| RIA Advisory Group LLC added | 355,922 | $19M | 1.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 313,873 | $17M | 1.5% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 283,724 | $15M | 1.4% | 2026-Q2 |
| Continuum Advisory, LLC added | 238,288 | $13M | 1.1% | 2026-Q2 |
| Circle Wealth Management, LLC added | 233,594 | $12M | 1.1% | 2026-Q2 |
| Dakota Wealth Management added | 223,314 | $12M | 1.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 189,906 | $10M | 0.9% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 187,046 | $10M | 0.9% | 2026-Q2 |
| ARWA LLC added | 177,902 | $10M | 0.9% | 2026-Q2 |
| DAVENPORT & Co LLC added | 176,918 | $9M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 171,676 | $9M | 0.8% | 2026-Q2 |
| Frontier Asset Management, LLC added | 159,621 | $9M | 0.8% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 152,104 | $8M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 152,085 | $8M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 151,176 | $8M | 0.7% | 2026-Q2 |
| LexAurum Advisors, LLC added | 150,522 | $8M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 144,536 | $8M | 0.7% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 141,489 | $8M | 0.7% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 129,484 | $7M | 0.6% | 2026-Q2 |
| Financial Partners Group, Inc added | 129,223 | $7M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 122,813 | $7M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 121,031 | $6M | 0.6% | 2026-Q2 |
| SMITH, MOORE & CO. added | 114,523 | $6M | 0.5% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 107,599 | $6M | 0.5% | 2026-Q2 |
| STEPHENS INC /AR/ added | 105,033 | $6M | 0.5% | 2026-Q2 |
| Essex Financial Services, Inc. added | 102,480 | $5M | 0.5% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 101,642 | $5M | 0.5% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 100,885 | $5M | 0.5% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 97,902 | $5M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 95,779 | $5M | 0.5% | 2026-Q2 |
| Visionary Wealth Advisors added | 93,165 | $5M | 0.4% | 2026-Q2 |
| G&S Capital LLC added | 86,680 | $5M | 0.4% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 83,495 | $4M | 0.4% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 82,889 | $4M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. new | 78,638 | $4M | 0.4% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 77,924 | $4M | 0.4% | 2026-Q2 |
| StrongBox Wealth, LLC added | 77,219 | $4M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 77,134 | $4M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 74,273 | $4M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 74,125 | $4M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 73,197 | $4M | 0.3% | 2026-Q2 |
| EQUITABLE TRUST CO added | 70,553 | $4M | 0.3% | 2026-Q2 |
| Atlas Wealth LLC added | 67,216 | $4M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 66,066 | $4M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 64,308 | $3M | 0.3% | 2026-Q2 |
| Arax Advisory Partners new | 63,116 | $3M | 0.3% | 2026-Q2 |
| Patten Group, Inc. added | 62,914 | $3M | 0.3% | 2026-Q2 |
| Schiavi & Co LLC added | 59,807 | $3M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 58,613 | $3M | 0.3% | 2026-Q2 |
| Elequin Capital, LP new | 53,821 | $3M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 51,560 | $3M | 0.2% | 2026-Q2 |
| Armstrong, Fleming & Moore, Inc added | 49,794 | $3M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 49,550 | $3M | 0.2% | 2026-Q2 |
| Valeo Financial Advisors, LLC trimmed | 43,297 | $2M | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 41,230 | $2M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC new | 40,683 | $2M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 33,620 | $2M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC added | 32,466 | $2M | 0.2% | 2026-Q2 |
| Bluesphere Advisors LLC added | 29,277 | $2M | 0.1% | 2026-Q2 |
| Nautilus Advisors LLC added | 26,268 | $1M | 0.1% | 2026-Q2 |
| Tanglewood Wealth Management, Inc. trimmed | 26,234 | $1M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 25,765 | $1M | 0.1% | 2026-Q2 |
| Chemistry Wealth Management LLC added | 25,052 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 24,529 | $1M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 23,000 | $1M | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 22,586 | $1M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 22,249 | $1M | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 20,805 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 20,078 | $1M | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 19,909 | $1M | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 19,883 | $1M | 0.1% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 19,313 | $1M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 17,264 | $922K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 17,019 | $919K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 16,478 | $880K | 0.1% | 2026-Q2 |
| Ballast Rock Private Wealth LLC added | 16,112 | $860K | 0.1% | 2026-Q2 |
| Lakeside Advisors, INC. added | 15,100 | $806K | 0.1% | 2026-Q2 |
| TKG Advisors, LLC added | 14,398 | $769K | 0.1% | 2026-Q2 |
| Leo H. Evart, Inc. added | 14,118 | $754K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 13,820 | $738K | 0.1% | 2026-Q2 |
| ERn Financial, LLC added | 13,774 | $736K | 0.1% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 11,885 | $635K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 11,611 | $620K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 11,435 | $611K | 0.1% | 2026-Q2 |
| Gradient Capital Advisors, LLC added | 10,796 | $577K | 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.