Who owns FIAX
Which tracked institutional funds hold FIAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIAX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on FIAX is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 3 trimmed or exited — on balance reducing.
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
FIAX’s largest tracked holder by dollar value, Tredje AP-fonden, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FIAX 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 12 tracked filers holding FIAX, 3 increased or opened the position and 7 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 FIAX 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.
Largest adds
- Tredje AP-fonden$755K
Largest trims
- ZEGA Investments, LLC$1M
- Nicholas Wealth, LLC.$609K
- AE Wealth Management LLC$441K
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 |
|---|---|---|---|---|
| Tredje AP-fonden | 4,936,785 | $87M | 74.5% | 2026-Q2 |
| Nicholas Wealth, LLC. trimmed | 601,009 | $11M | 9.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 524,994 | $9M | 7.9% | 2026-Q2 |
| SMART Wealth LLC trimmed | 132,287 | $2M | 2.0% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 47,557 | $837K | 0.7% | 2026-Q2 |
| Centric Wealth Management | 41,507 | $731K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 25,172 | $443K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 21,657 | $381K | 0.3% | 2026-Q2 |
| ZEGA Investments, LLC trimmed | 16,044 | $282K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 11,590 | $204K | 0.2% | 2026-Q2 |
| MORGAN STANLEY | 2,576 | $45K | 0.0% | 2026-Q2 |
| Luminist Capital LLC new | 2,397 | $42K | 0.0% | 2026-Q2 |
| Q3 Asset Management new | 27,894 | $486K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Tidal Investments LLC trimmed | 121,411 | $2M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 93,864 | $2M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN | 40 | $719 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 39 | $701 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,782 | $343K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CWM, LLC | 75 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.