Who owns FEOE (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-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 FEOE is one-sided between 2025-Q4 and 2026-Q1: 78 added or opened and 11 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, RAYMOND JAMES FINANCIAL 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 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 2025-Q4 and 2026-Q1, across 136 tracked filers holding FEOE, 119 increased or opened the position and 17 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 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 24
- Richmond Investment Services, LLC$12M
- Circle Wealth Management, LLC$11M
- AVAII WEALTH MANAGEMENT, LLC$7M
- Independent Advisor Alliance$7M
- LexAurum Advisors, LLC$7M
- MORGAN STANLEY$7M
Full exits 3
- NewEdge Advisors, LLC$16M
- First Eagle Investment Management, LLC$1M
- GTS SECURITIES LLC$651K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38M
- BANK OF AMERICA CORP /DE/$28M
- RAYMOND JAMES FINANCIAL INC$24M
- LPL Financial LLC$23M
- ROYAL BANK OF CANADA$21M
- STIFEL FINANCIAL CORP$19M
Largest trims
- Redhawk Wealth Advisors, Inc.$9M
- SAGESPRING WEALTH PARTNERS, LLC$8M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- WCG Wealth Advisors LLC$1M
- Berger Financial Group, Inc$1M
- Pettinga Financial Advisors LLC$604K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,157,246 | $58M | 7.6% | 2026-Q1 |
| LPL Financial LLC added | 1,124,598 | $57M | 7.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 993,561 | $50M | 6.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 969,591 | $49M | 6.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 846,669 | $43M | 5.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 586,507 | $30M | 3.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 549,407 | $28M | 3.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 464,452 | $23M | 3.0% | 2026-Q1 |
| NKCFO LLC | 430,300 | $22M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 375,461 | $19M | 2.5% | 2026-Q1 |
| Tanglewood Wealth Management, Inc. added | 310,761 | $16M | 2.0% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 287,780 | $15M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 255,803 | $13M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 253,938 | $13M | 1.7% | 2026-Q1 |
| Richmond Investment Services, LLC new | 246,294 | $12M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 243,458 | $12M | 1.6% | 2026-Q1 |
| Dakota Wealth Management added | 219,460 | $11M | 1.4% | 2026-Q1 |
| Continuum Advisory, LLC added | 214,817 | $11M | 1.4% | 2026-Q1 |
| Circle Wealth Management, LLC new | 208,580 | $11M | 1.4% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 184,464 | $9M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 179,168 | $9M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 178,535 | $9M | 1.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 154,476 | $8M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 152,470 | $8M | 1.0% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC new | 147,850 | $7M | 1.0% | 2026-Q1 |
| Independent Advisor Alliance new | 147,454 | $7M | 1.0% | 2026-Q1 |
| LexAurum Advisors, LLC added | 145,541 | $7M | 0.9% | 2026-Q1 |
| DAVENPORT & Co LLC added | 144,580 | $7M | 0.9% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 144,344 | $7M | 0.9% | 2026-Q1 |
| UBS Group AG added | 142,769 | $7M | 0.9% | 2026-Q1 |
| MORGAN STANLEY new | 142,319 | $7M | 0.9% | 2026-Q1 |
| ARWA LLC new | 125,001 | $7M | 0.8% | 2026-Q1 |
| RIA Advisory Group LLC added | 129,595 | $7M | 0.8% | 2026-Q1 |
| Financial Partners Group, Inc added | 126,330 | $6M | 0.8% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 119,117 | $6M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 116,345 | $6M | 0.7% | 2026-Q1 |
| SMITH, MOORE & CO. added | 100,855 | $5M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 86,327 | $4M | 0.6% | 2026-Q1 |
| G&S Capital LLC added | 84,699 | $4M | 0.6% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 83,107 | $4M | 0.5% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 83,018 | $4M | 0.5% | 2026-Q1 |
| Essex Financial Services, Inc. added | 79,105 | $4M | 0.5% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC new | 76,070 | $4M | 0.5% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 76,234 | $4M | 0.5% | 2026-Q1 |
| StrongBox Wealth, LLC added | 73,476 | $4M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 72,682 | $4M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 71,130 | $4M | 0.5% | 2026-Q1 |
| Frontier Asset Management, LLC new | 71,016 | $4M | 0.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 68,433 | $3M | 0.4% | 2026-Q1 |
| EQUITABLE TRUST CO new | 66,922 | $3M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 66,392 | $3M | 0.4% | 2026-Q1 |
| Atlas Wealth LLC added | 59,713 | $3M | 0.4% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 59,386 | $3M | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 58,608 | $3M | 0.4% | 2026-Q1 |
| &PARTNERS added | 56,132 | $3M | 0.4% | 2026-Q1 |
| Patten Group, Inc. added | 57,190 | $3M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 56,886 | $3M | 0.4% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC added | 55,859 | $3M | 0.4% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 45,986 | $2M | 0.3% | 2026-Q1 |
| Armstrong, Fleming & Moore, Inc new | 45,369 | $2M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 44,249 | $2M | 0.3% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 43,754 | $2M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 42,620 | $2M | 0.3% | 2026-Q1 |
| Schiavi & Co LLC new | 40,832 | $2M | 0.3% | 2026-Q1 |
| CWM, LLC added | 40,458 | $2M | 0.3% | 2026-Q1 |
| Pettinga Financial Advisors LLC trimmed | 39,005 | $2M | 0.3% | 2026-Q1 |
| Acumen Wealth Advisors, LLC new | 35,489 | $2M | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC added | 31,940 | $2M | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 31,829 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 30,714 | $2M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 30,603 | $2M | 0.2% | 2026-Q1 |
| Nautilus Advisors LLC added | 25,275 | $1M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 22,037 | $1M | 0.1% | 2026-Q1 |
| Chemistry Wealth Management LLC added | 21,751 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC new | 21,473 | $1M | 0.1% | 2026-Q1 |
| Fortis Group Advisors, LLC added | 19,364 | $1M | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 20,056 | $1M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 20,000 | $1M | 0.1% | 2026-Q1 |
| Bluesphere Advisors LLC added | 19,357 | $977K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 19,159 | $967K | 0.1% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 18,932 | $955K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 18,836 | $950K | 0.1% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 18,320 | $924K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 18,251 | $920K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 17,003 | $858K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,542 | $839K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 15,252 | $770K | 0.1% | 2026-Q1 |
| SITTNER & NELSON, LLC added | 14,401 | $727K | 0.1% | 2026-Q1 |
| Leo H. Evart, Inc. new | 13,768 | $695K | 0.1% | 2026-Q1 |
| TKG Advisors, LLC added | 13,131 | $663K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 11,842 | $598K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 11,071 | $559K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 10,785 | $544K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 10,606 | $535K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 331,286 | $16M | 2.1% | 2025-Q4 stale |
| Lokken Investment Group LLC added | 195,181 | $9M | 1.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC new | 74,742 | $3M | 0.4% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 45,215 | $2M | 0.3% | 2025-Q3 stale |
| First Eagle Investment Management, LLC | 27,780 | $1M | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 13,465 | $651K | 0.1% | 2025-Q4 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.