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Institutional Ownership · SEC Form 13F

Who owns FEUZ (FEUZ)


Which tracked institutional funds hold FEUZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FEUZ 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.

40
Institutional holders
2,089,027
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened FEUZ while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

FEUZ’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FEUZ 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 40 tracked filers holding FEUZ, 23 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 FEUZ 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 2

  • CITADEL ADVISORS LLC$4M
  • Advisory Services Network, LLC$4M

Full exits 2

  • NewEdge Advisors, LLC$2M
  • BANK OF AMERICA CORP /DE/$702K

Largest adds

  • FIRST TRUST ADVISORS LP$21M
  • HWG Holdings LP$20M
  • &PARTNERS$5M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Rathbones Group PLC$645K
  • Transamerica Financial Advisors, LLC$437K

Largest trims

  • HARBOUR INVESTMENTS, INC.$1M
  • MORGAN STANLEY$1M
  • DAYMARK WEALTH PARTNERS, LLC$384K
  • Warner Group LLC$335K

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).

FundSharesReported value% of valueQuarter
FIRST TRUST ADVISORS LP added937,185$58M43.7%2026-Q1
HWG Holdings LP added344,022$21M16.0%2026-Q1
&PARTNERS added122,323$8M5.7%2026-Q1
Rathbones Group PLC added112,758$7M5.3%2026-Q1
MORGAN STANLEY trimmed106,406$7M5.0%2026-Q1
Warner Group LLC trimmed62,767$4M2.9%2026-Q1
CITADEL ADVISORS LLC added58,257$4M2.7%2026-Q1
Advisory Services Network, LLC added58,027$4M2.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added53,103$3M2.5%2026-Q1
Steward Partners Investment Advisory, LLC trimmed39,241$2M1.8%2026-Q1
LPL Financial LLC added28,233$2M1.3%2026-Q1
DAYMARK WEALTH PARTNERS, LLC trimmed28,026$2M1.3%2026-Q1
JANE STREET GROUP, LLC trimmed24,311$2M1.1%2026-Q1
BRASADA CAPITAL MANAGEMENT, LP23,600$2M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added17,550$1M0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed12,173$758K0.6%2026-Q1
Transamerica Financial Advisors, LLC added11,385$709K0.5%2026-Q1
Genesee Capital Advisors, LLC trimmed9,161$570K0.4%2026-Q1
FLOW TRADERS U.S. LLC trimmed7,308$455K0.3%2026-Q1
Kestra Advisory Services, LLC5,156$321K0.2%2026-Q1
Hyposwiss Advisors SA added5,085$317K0.2%2026-Q1
HighTower Advisors, LLC4,949$308K0.2%2026-Q1
Lido Advisors, LLC added4,265$266K0.2%2026-Q1
HRT FINANCIAL LP new4,023$250K0.2%2026-Q1
MONTAG A & ASSOCIATES INC new3,214$200K0.1%2026-Q1
Allworth Financial LP trimmed1,270$79K0.1%2026-Q1
Dunhill Financial, LLC trimmed985$61K0.0%2026-Q1
IFP Advisors, Inc added879$55K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed738$46K0.0%2026-Q1
UBS Group AG added670$42K0.0%2026-Q1
Sound Income Strategies, LLC630$40K0.0%2026-Q1
Golden State Wealth Management, LLC320$20K0.0%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC new307$19K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed248$15K0.0%2026-Q1
FIFTH THIRD BANCORP new191$12K0.0%2026-Q1
Western Wealth Management, LLC new123$8K0.0%2026-Q1
FMR LLC97$6K0.0%2026-Q1
ASSETMARK, INC38$2K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added2$1120.0%2026-Q1
JPMORGAN CHASE & CO trimmed1$600.0%2026-Q1
NewEdge Advisors, LLC added36,968$2M1.7%2025-Q4 stale
BANK OF AMERICA CORP /DE/ trimmed11,434$702K0.5%2025-Q4 stale
StoneX Group Inc. added4,329$266K0.2%2025-Q4 stale
Fountainhead AM, LLC added4,394$258K0.2%2025-Q3 stale
Rockefeller Capital Management L.P. new398$24K0.0%2025-Q4 stale
COMERICA BANK191$12K0.0%2025-Q4 stale
Global Retirement Partners, LLC added14$8600.0%2025-Q4 stale
Darwin Wealth Management, LLC new2$1220.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership