Who owns FHEQ
Which tracked institutional funds hold FHEQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FHEQ 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
17 tracked funds added or opened FHEQ while 9 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
FHEQ’s largest tracked holder by dollar value, FMR LLC, 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 FHEQ 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 54 tracked filers holding FHEQ, 44 increased or opened the position and 15 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 FHEQ 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 3
- OmniStar Financial Group, Inc.$2M
- HARBOUR INVESTMENTS, INC.$937K
- INDEPENDENT FINANCIAL GROUP, LLC$646K
Full exits 5
- Thrivent Financial for Lutherans$3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- NewEdge Advisors, LLC$735K
- JANE STREET GROUP, LLC$632K
- OLD MISSION CAPITAL LLC$596K
Largest adds
- KEYBANK NATIONAL ASSOCIATION/OH$16M
- Cetera Investment Advisers$11M
- MORGAN STANLEY$5M
- STIFEL FINANCIAL CORP$4M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- FMR LLC$16M
- TRUIST FINANCIAL CORP$1M
- Demars Financial Group, LLC$638K
- Peterson Wealth Advisors, LLC$370K
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 |
|---|---|---|---|---|
| FMR LLC added | 16,760,003 | $493M | 69.9% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 1,725,545 | $51M | 7.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 502,660 | $15M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 468,864 | $14M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 465,101 | $14M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 424,412 | $12M | 1.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 413,399 | $12M | 1.7% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 371,336 | $11M | 1.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 241,668 | $7M | 1.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 186,147 | $5M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 174,571 | $5M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 166,072 | $5M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 161,631 | $5M | 0.7% | 2026-Q1 |
| Taylor Securities Services, Inc. added | 155,963 | $5M | 0.7% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 151,964 | $4M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 144,808 | $4M | 0.6% | 2026-Q1 |
| Wealth Quarterback LLC added | 124,547 | $4M | 0.5% | 2026-Q1 |
| Anson Capital, Inc. added | 124,500 | $4M | 0.5% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 121,483 | $4M | 0.5% | 2026-Q1 |
| CFO CAPITAL MANAGEMENT LLC trimmed | 102,927 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 86,270 | $3M | 0.4% | 2026-Q1 |
| OmniStar Financial Group, Inc. new | 82,396 | $2M | 0.3% | 2026-Q1 |
| InTrack Investment Management Inc trimmed | 67,958 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 44,954 | $1M | 0.2% | 2026-Q1 |
| Demars Financial Group, LLC trimmed | 41,839 | $1M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 34,699 | $1M | 0.1% | 2026-Q1 |
| Grant Private Wealth Management Inc trimmed | 34,550 | $1M | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 34,210 | $1M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 31,847 | $937K | 0.1% | 2026-Q1 |
| Brookstone Capital Management added | 22,205 | $653K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 21,953 | $646K | 0.1% | 2026-Q1 |
| Peterson Wealth Advisors, LLC trimmed | 21,148 | $622K | 0.1% | 2026-Q1 |
| Signature Wealth Management Partners, LLC added | 20,530 | $604K | 0.1% | 2026-Q1 |
| Global Trust Asset Management, LLC added | 19,943 | $587K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 18,588 | $547K | 0.1% | 2026-Q1 |
| Summit Wealth Partners, LLC added | 16,259 | $478K | 0.1% | 2026-Q1 |
| COURIER CAPITAL LLC | 11,818 | $348K | 0.0% | 2026-Q1 |
| LPL Financial LLC new | 11,127 | $327K | 0.0% | 2026-Q1 |
| Mutual Advisors, LLC added | 11,115 | $327K | 0.0% | 2026-Q1 |
| Delta Investment Management, LLC added | 11,053 | $325K | 0.0% | 2026-Q1 |
| Lido Advisors, LLC new | 10,570 | $311K | 0.0% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. | 10,000 | $289K | 0.0% | 2026-Q1 |
| Elser Financial Planning, Inc | 9,484 | $279K | 0.0% | 2026-Q1 |
| Breakwater Capital Group added | 8,931 | $263K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 8,711 | $256K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,200 | $241K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,977 | $235K | 0.0% | 2026-Q1 |
| Roxbury Financial LLC added | 6,966 | $205K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 5,151 | $149K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 1,693 | $50K | 0.0% | 2026-Q1 |
| High Note Wealth, LLC | 1,494 | $44K | 0.0% | 2026-Q1 |
| Holos Integrated Wealth LLC new | 76 | $2K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 31 | $912 | 0.0% | 2026-Q1 |
| Spire Wealth Management new | 24 | $706 | 0.0% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 100,900 | $3M | 0.4% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,445 | $1M | 0.2% | 2025-Q4 stale |
| AE Wealth Management LLC added | 31,566 | $833K | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 23,788 | $735K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 20,455 | $632K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 19,267 | $596K | 0.1% | 2025-Q4 stale |
| Tepp RIA, LLC new | 9,820 | $304K | 0.0% | 2025-Q4 stale |
| Laurel Wealth Advisors LLC new | 3,200 | $99K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 1,645 | $51K | 0.0% | 2025-Q4 stale |
| Briaud Financial Planning, Inc new | 1,361 | $39K | 0.0% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC new | 876 | $27K | 0.0% | 2025-Q3 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.