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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP added | 937,185 | $58M | 43.7% | 2026-Q1 |
| HWG Holdings LP added | 344,022 | $21M | 16.0% | 2026-Q1 |
| &PARTNERS added | 122,323 | $8M | 5.7% | 2026-Q1 |
| Rathbones Group PLC added | 112,758 | $7M | 5.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 106,406 | $7M | 5.0% | 2026-Q1 |
| Warner Group LLC trimmed | 62,767 | $4M | 2.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 58,257 | $4M | 2.7% | 2026-Q1 |
| Advisory Services Network, LLC added | 58,027 | $4M | 2.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,103 | $3M | 2.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 39,241 | $2M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 28,233 | $2M | 1.3% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 28,026 | $2M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 24,311 | $2M | 1.1% | 2026-Q1 |
| BRASADA CAPITAL MANAGEMENT, LP | 23,600 | $2M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 17,550 | $1M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 12,173 | $758K | 0.6% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 11,385 | $709K | 0.5% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 9,161 | $570K | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 7,308 | $455K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC | 5,156 | $321K | 0.2% | 2026-Q1 |
| Hyposwiss Advisors SA added | 5,085 | $317K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC | 4,949 | $308K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 4,265 | $266K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 4,023 | $250K | 0.2% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC new | 3,214 | $200K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 1,270 | $79K | 0.1% | 2026-Q1 |
| Dunhill Financial, LLC trimmed | 985 | $61K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 879 | $55K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 738 | $46K | 0.0% | 2026-Q1 |
| UBS Group AG added | 670 | $42K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 630 | $40K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC | 320 | $20K | 0.0% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC new | 307 | $19K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 248 | $15K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 191 | $12K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 123 | $8K | 0.0% | 2026-Q1 |
| FMR LLC | 97 | $6K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 38 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2 | $112 | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1 | $60 | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 36,968 | $2M | 1.7% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 11,434 | $702K | 0.5% | 2025-Q4 stale |
| StoneX Group Inc. added | 4,329 | $266K | 0.2% | 2025-Q4 stale |
| Fountainhead AM, LLC added | 4,394 | $258K | 0.2% | 2025-Q3 stale |
| Rockefeller Capital Management L.P. new | 398 | $24K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 191 | $12K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 14 | $860 | 0.0% | 2025-Q4 stale |
| Darwin Wealth Management, LLC new | 2 | $122 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.