Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
27 tracked funds added or opened FFEB while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, ENVESTNET ASSET MANAGEMENT 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 FFEB more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 174 tracked filers holding FFEB, 55 increased or opened the position and 102 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 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 3
- GTS SECURITIES LLC$2M
- FIDUCIARY FINANCIAL ADVISORS$1M
- JPMORGAN CHASE & CO$808K
Full exits 7
- CWM, LLC$7M
- Cambridge Investment Research Advisors, Inc.$3M
- Janney Montgomery Scott LLC$2M
- HighTower Advisors, LLC$1M
- JOURNEY STRATEGIC WEALTH LLC$938K
- Sunbelt Securities, Inc.$897K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$14M
- LPL Financial LLC$3M
- ASSETMARK, INC$2M
- Schorn Wealth LLC$2M
- Rockefeller Capital Management L.P.$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
Largest trims
- Cetera Investment Advisers$1M
- Horizon Investments, LLC$1M
- Kestra Advisory Services, LLC$750K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$511K
- Benson Wealth Management INC$456K
- Allworth Financial LP$336K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 635,574 | $39M | 10.7% | 2026-Q2 |
| Schorn Wealth LLC trimmed | 497,888 | $30M | 8.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 343,704 | $21M | 5.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 339,853 | $21M | 5.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 326,250 | $20M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 317,106 | $19M | 5.3% | 2026-Q2 |
| ASSETMARK, INC added | 268,827 | $16M | 4.5% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 244,262 | $15M | 4.1% | 2026-Q2 |
| LPL Financial LLC added | 194,209 | $12M | 3.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 134,176 | $8M | 2.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 126,931 | $8M | 2.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 126,842 | $8M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 121,668 | $7M | 2.0% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 119,978 | $7M | 2.0% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 105,623 | $6M | 1.8% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 88,198 | $5M | 1.5% | 2026-Q2 |
| Focus Partners Wealth added | 73,794 | $4M | 1.2% | 2026-Q2 |
| BAM Wealth Management, LLC trimmed | 71,163 | $4M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 70,228 | $4M | 1.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC | 69,991 | $4M | 1.2% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 66,104 | $4M | 1.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 65,737 | $4M | 1.1% | 2026-Q2 |
| Mariner, LLC trimmed | 47,406 | $3M | 0.8% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 46,136 | $3M | 0.8% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 44,959 | $3M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 44,553 | $3M | 0.7% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 41,211 | $3M | 0.7% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 40,526 | $2M | 0.7% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 40,297 | $2M | 0.7% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 40,108 | $2M | 0.7% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 37,737 | $2M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 36,611 | $2M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 31,992 | $2M | 0.5% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 28,594 | $2M | 0.5% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 27,566 | $2M | 0.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 26,007 | $2M | 0.4% | 2026-Q2 |
| FWG Investments, LLC. added | 25,564 | $2M | 0.4% | 2026-Q2 |
| Strategic Blueprint, LLC added | 25,012 | $2M | 0.4% | 2026-Q2 |
| Semus Wealth Partners LLC | 24,657 | $2M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 24,439 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,167 | $1M | 0.4% | 2026-Q2 |
| Maltin Wealth Management, Inc. | 24,091 | $1M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 23,929 | $1M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 23,703 | $1M | 0.4% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 23,512 | $1M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 22,851 | $1M | 0.4% | 2026-Q2 |
| Bison Wealth, LLC | 22,525 | $1M | 0.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 22,457 | $1M | 0.4% | 2026-Q2 |
| Accel Wealth Management trimmed | 21,533 | $1M | 0.4% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC trimmed | 20,984 | $1M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 20,839 | $1M | 0.3% | 2026-Q2 |
| Marshall Financial Group, LLC added | 20,599 | $1M | 0.3% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 20,318 | $1M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 19,004 | $1M | 0.3% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 18,683 | $1M | 0.3% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC added | 18,477 | $1M | 0.3% | 2026-Q2 |
| 1776 Wealth LLC | 18,034 | $1M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 17,786 | $1M | 0.3% | 2026-Q2 |
| Oder Investment Management, LLC | 17,625 | $1M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,143 | $1M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 17,118 | $1M | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 16,510 | $1M | 0.3% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 16,280 | $993K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 16,036 | $978K | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 16,033 | $978K | 0.3% | 2026-Q2 |
| VestGen Investment Management trimmed | 16,033 | $978K | 0.3% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 15,904 | $970K | 0.3% | 2026-Q2 |
| Harvest Investment Services, LLC added | 15,646 | $954K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 15,546 | $948K | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 15,404 | $939K | 0.3% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC trimmed | 15,010 | $915K | 0.3% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 14,621 | $892K | 0.2% | 2026-Q2 |
| Oakmont Advisory Group, LLC added | 14,279 | $871K | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 13,805 | $842K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 13,414 | $818K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 13,302 | $808K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 13,039 | $795K | 0.2% | 2026-Q2 |
| Luken Investment Analytics, LLC trimmed | 12,824 | $782K | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 12,422 | $757K | 0.2% | 2026-Q2 |
| LVZ, Inc. | 12,390 | $756K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 12,194 | $744K | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC | 12,040 | $752K | 0.2% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC | 11,619 | $709K | 0.2% | 2026-Q2 |
| Grant Street Asset Management, Inc. | 11,413 | $696K | 0.2% | 2026-Q2 |
| TFB Advisors LLC added | 11,234 | $685K | 0.2% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 11,091 | $676K | 0.2% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. | 11,059 | $674K | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 10,807 | $659K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 10,689 | $652K | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 10,585 | $646K | 0.2% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 9,948 | $607K | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 9,509 | $580K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 9,484 | $578K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 9,364 | $571K | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 9,346 | $570K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors | 8,785 | $536K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 8,325 | $508K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 8,048 | $491K | 0.1% | 2026-Q2 |
| Chris Bulman Inc trimmed | 8,041 | $490K | 0.1% | 2026-Q2 |
| Buck Wealth Strategies, LLC | 8,011 | $489K | 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.