Who owns FFEB (FFEB)
Which tracked institutional funds hold FFEB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FFEB 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
35 tracked funds added or opened FFEB while 17 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
FFEB’s largest tracked holder by dollar value, Fiduciary Planning LLC, sizes it at 8.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 8.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FFEB 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 174 tracked filers holding FFEB, 92 increased or opened the position and 62 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 FFEB 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 10
- Atria Investments, Inc$8M
- BAM Wealth Management, LLC$5M
- Keystone Wealth Services, LLC$4M
- Semus Wealth Partners LLC$1M
- VestGen Advisors, LLC$1M
- VestGen Investment Management$953K
Full exits 4
- Great Diamond Partners, LLC$6M
- Main Street Financial Solutions, LLC$4M
- Skyview Financial Group LLC$1M
- CITADEL ADVISORS LLC$544K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$19M
- Rockefeller Capital Management L.P.$11M
- Cetera Investment Advisers$7M
- LPL Financial LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- CreativeOne Wealth, LLC$3M
Largest trims
- STEPHENS INC /AR/$12M
- CWM, LLC$7M
- MGO ONE SEVEN LLC$1M
- Strategic Blueprint, LLC$976K
- Benson Wealth Management INC$843K
- NewEdge Advisors, LLC$649K
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 |
|---|---|---|---|---|
| Fiduciary Planning LLC added | 504,012 | $28M | 8.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 445,453 | $25M | 7.2% | 2026-Q1 |
| Cetera Investment Advisers added | 396,679 | $22M | 6.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 345,258 | $19M | 5.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 332,315 | $19M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 326,913 | $18M | 5.3% | 2026-Q1 |
| ASSETMARK, INC added | 251,507 | $14M | 4.0% | 2026-Q1 |
| REAP Financial Group, LLC added | 248,092 | $14M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 161,929 | $9M | 2.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 159,927 | $9M | 2.6% | 2026-Q1 |
| Atria Investments, Inc added | 142,632 | $8M | 2.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 128,995 | $7M | 2.1% | 2026-Q1 |
| CWM, LLC trimmed | 122,277 | $7M | 2.0% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 120,879 | $7M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 119,837 | $7M | 1.9% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 107,637 | $6M | 1.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 89,251 | $5M | 1.4% | 2026-Q1 |
| BAM Wealth Management, LLC added | 82,643 | $5M | 1.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 73,650 | $4M | 1.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 69,378 | $4M | 1.1% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 66,411 | $4M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 60,976 | $3M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 56,132 | $3M | 0.9% | 2026-Q1 |
| Horizon Investments, LLC added | 52,062 | $3M | 0.8% | 2026-Q1 |
| Mariner, LLC trimmed | 47,947 | $3M | 0.8% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 46,156 | $3M | 0.7% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 45,034 | $3M | 0.7% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 44,959 | $3M | 0.7% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 44,321 | $2M | 0.7% | 2026-Q1 |
| Integrity Financial Corp /WA added | 42,060 | $2M | 0.7% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 41,911 | $2M | 0.7% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 41,319 | $2M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 38,672 | $2M | 0.6% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 37,758 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,540 | $2M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 33,076 | $2M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 33,066 | $2M | 0.5% | 2026-Q1 |
| Allworth Financial LP trimmed | 30,541 | $2M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 27,305 | $2M | 0.5% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 26,943 | $2M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 24,766 | $1M | 0.4% | 2026-Q1 |
| Semus Wealth Partners LLC added | 24,657 | $1M | 0.4% | 2026-Q1 |
| Bison Wealth, LLC | 22,525 | $1M | 0.4% | 2026-Q1 |
| Maltin Wealth Management, Inc. trimmed | 24,091 | $1M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 23,703 | $1M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 23,405 | $1M | 0.4% | 2026-Q1 |
| FWG Investments, LLC. added | 23,025 | $1M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 21,661 | $1M | 0.3% | 2026-Q1 |
| Accel Wealth Management added | 21,633 | $1M | 0.3% | 2026-Q1 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC trimmed | 21,184 | $1M | 0.3% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 21,110 | $1M | 0.3% | 2026-Q1 |
| Marshall Financial Group, LLC trimmed | 20,580 | $1M | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC new | 17,661 | $1M | 0.3% | 2026-Q1 |
| Faithward Advisors, LLC added | 18,969 | $1M | 0.3% | 2026-Q1 |
| 1776 Wealth LLC added | 18,034 | $1M | 0.3% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 18,010 | $1M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 17,718 | $990K | 0.3% | 2026-Q1 |
| Oder Investment Management, LLC | 17,625 | $984K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 17,604 | $983K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 17,132 | $957K | 0.3% | 2026-Q1 |
| VestGen Investment Management added | 17,061 | $953K | 0.3% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC | 16,803 | $938K | 0.3% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 16,611 | $928K | 0.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 16,518 | $923K | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 16,317 | $911K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 16,065 | $897K | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 15,983 | $893K | 0.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 15,920 | $889K | 0.3% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 15,913 | $889K | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 15,190 | $848K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 15,027 | $845K | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC added | 15,121 | $845K | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 14,171 | $791K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 13,966 | $780K | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 13,705 | $765K | 0.2% | 2026-Q1 |
| Oakmont Advisory Group, LLC new | 13,568 | $758K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 13,413 | $749K | 0.2% | 2026-Q1 |
| Luken Investment Analytics, LLC added | 13,295 | $743K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 13,201 | $737K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 12,966 | $724K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 12,738 | $711K | 0.2% | 2026-Q1 |
| LVZ, Inc. added | 12,390 | $692K | 0.2% | 2026-Q1 |
| KINTRA WEALTH, LLC trimmed | 12,040 | $672K | 0.2% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC | 11,619 | $655K | 0.2% | 2026-Q1 |
| Grant Street Asset Management, Inc. | 11,413 | $637K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 11,130 | $622K | 0.2% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 11,059 | $618K | 0.2% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 11,004 | $615K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 10,807 | $604K | 0.2% | 2026-Q1 |
| Sovereign Financial Group, Inc. | 10,590 | $591K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 10,548 | $589K | 0.2% | 2026-Q1 |
| Great Diamond Partners, LLC trimmed | 105,319 | $6M | 1.7% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC | 69,991 | $4M | 1.1% | 2025-Q4 stale |
| Skyview Financial Group LLC new | 23,240 | $1M | 0.4% | 2025-Q4 stale |
| Laidlaw Wealth Management LLC trimmed | 20,722 | $1M | 0.3% | 2025-Q3 stale |
| Freedom Investment Management, Inc. trimmed | 18,460 | $1M | 0.3% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 17,191 | $948K | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 14,149 | $742K | 0.2% | 2025-Q2 stale |
| McCarthy & Cox | 13,148 | $725K | 0.2% | 2025-Q3 stale |
| JPMORGAN CHASE & CO added | 13,311 | $649K | 0.2% | 2025-Q1 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.