Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns FIIG (FIIG)


Which tracked institutional funds hold FIIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIIG 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.

126
Institutional holders
25,664,784
Shares held (tracked funds)

How the tape is positioned

30 tracked funds added or opened FIIG while 14 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

FIIG’s largest tracked holder by dollar value, LPL Financial 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 gap the other way — the median holder sizes FIIG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FIIG 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 126 tracked filers holding FIIG, 94 increased or opened the position and 39 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 FIIG 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 4

  • Avior Wealth Management, LLC$4M
  • Independent Advisor Alliance$952K
  • Everest Financial Group LLC$934K
  • OPPENHEIMER & CO INC$544K

Full exits 4

  • NORTHEAST PLANNING ASSOCIATES, INC. / NH /$8M
  • FLOW TRADERS U.S. LLC$1M
  • Coppell Advisory Solutions LLC$1M
  • GOLDMAN SACHS GROUP INC$915K

Largest adds

  • TCP Asset Management, LLC$9M
  • LPL Financial LLC$7M
  • STEPHENS INC /AR/$7M
  • ENVESTNET ASSET MANAGEMENT INC$3M
  • Per Stirling Capital Management, LLC.$3M
  • FIRST TRUST ADVISORS LP$2M

Largest trims

  • Concurrent Investment Advisors, LLC$13M
  • COMMONWEALTH EQUITY SERVICES, LLC$6M
  • MML INVESTORS SERVICES, LLC$2M
  • OSAIC HOLDINGS, INC.$831K
  • NewEdge Advisors, LLC$829K
  • Owen LaRue, LLC$828K

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added4,852,167$101M18.1%2026-Q1
MORGAN STANLEY added2,546,486$53M9.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,856,612$39M6.9%2026-Q1
Cetera Investment Advisers added1,729,781$36M6.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,693,016$35M6.3%2026-Q1
TCP Asset Management, LLC added1,397,278$29M5.2%2026-Q1
MANCHESTER FINANCIAL INC added1,068,062$22M4.0%2026-Q1
Per Stirling Capital Management, LLC. added880,325$18M3.3%2026-Q1
STEPHENS INC /AR/ added761,660$16M2.8%2026-Q1
Kestra Advisory Services, LLC added571,903$12M2.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added537,691$11M2.0%2026-Q1
Rehmann Capital Advisory Group added489,871$10M1.8%2026-Q1
FIRST TRUST ADVISORS LP added462,533$10M1.7%2026-Q1
&PARTNERS added411,271$9M1.5%2026-Q1
HighTower Advisors, LLC added389,839$8M1.5%2026-Q1
BENJAMIN EDWARDS INC added366,373$8M1.4%2026-Q1
Mach-1 Financial Group, LLC added360,331$7M1.3%2026-Q1
Owen LaRue, LLC trimmed290,546$6M1.1%2026-Q1
ASSETMARK, INC added238,285$5M0.9%2026-Q1
Csenge Advisory Group added237,188$5M0.9%2026-Q1
Janney Montgomery Scott LLC added210,854$4M0.8%2026-Q1
Bank of New York Mellon Corp added205,029$4M0.8%2026-Q1
Avior Wealth Management, LLC new180,401$4M0.7%2026-Q1
Sequent Planning LLC added175,186$4M0.7%2026-Q1
Gateway Wealth Partners, LLC added167,614$3M0.6%2026-Q1
Orion Porfolio Solutions, LLC added147,927$3M0.6%2026-Q1
Kingsview Wealth Management, LLC trimmed138,701$3M0.5%2026-Q1
Prospera Financial Services Inc added132,762$3M0.5%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC added132,222$3M0.5%2026-Q1
IFP Advisors, Inc added131,685$3M0.5%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added128,019$3M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added116,652$2M0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed114,715$2M0.4%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed111,209$2M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed96,066$2M0.4%2026-Q1
NewEdge Advisors, LLC added294,545$2M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed84,809$2M0.3%2026-Q1
Equitable Holdings, Inc. added78,611$2M0.3%2026-Q1
Sanctuary Advisors, LLC added79,241$2M0.3%2026-Q1
PARK AVENUE SECURITIES LLC added77,600$2M0.3%2026-Q1
AE Wealth Management LLC added72,893$2M0.3%2026-Q1
CITADEL ADVISORS LLC added71,537$1M0.3%2026-Q1
IAMS WEALTH MANAGEMENT, LLC added67,527$1M0.3%2026-Q1
Pacific Excel Wealth Advisors, Inc. added65,437$1M0.2%2026-Q1
Atria Investments, Inc added58,928$1M0.2%2026-Q1
ROYAL BANK OF CANADA added52,350$1M0.2%2026-Q1
NewEdge Wealth, LLC added51,997$1M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. added51,214$1M0.2%2026-Q1
Independent Advisor Alliance trimmed45,890$952K0.2%2026-Q1
Private Advisor Group, LLC added45,564$945K0.2%2026-Q1
Everest Financial Group LLC new45,000$934K0.2%2026-Q1
Snowden Capital Advisors LLC trimmed43,739$908K0.2%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added43,250$897K0.2%2026-Q1
Impact Partnership Wealth, LLC trimmed38,465$798K0.1%2026-Q1
WINEBRENNER CAPITAL MANAGEMENT LLC added36,307$753K0.1%2026-Q1
Concurrent Investment Advisors, LLC trimmed36,278$753K0.1%2026-Q1
Harvest Investment Services, LLC trimmed35,926$745K0.1%2026-Q1
Sigma Planning Corp added34,104$708K0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed33,127$687K0.1%2026-Q1
Mutual Advisors, LLC trimmed32,778$680K0.1%2026-Q1
Perigon Wealth Management, LLC added31,788$660K0.1%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed30,646$636K0.1%2026-Q1
RFG Advisory, LLC added30,566$634K0.1%2026-Q1
Pinnacle Family Advisors, LLC added30,532$634K0.1%2026-Q1
BAM Wealth Management, LLC added30,453$632K0.1%2026-Q1
Ignite Planners, LLC added26,782$570K0.1%2026-Q1
LaSalle St. Investment Advisors, LLC trimmed27,433$569K0.1%2026-Q1
Spire Wealth Management added26,815$556K0.1%2026-Q1
OPPENHEIMER & CO INC new26,215$544K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added25,660$532K0.1%2026-Q1
HBW ADVISORY SERVICES LLC added25,191$523K0.1%2026-Q1
NOVEM GROUP new22,688$471K0.1%2026-Q1
BlueChip Wealth Advisors LLC added21,289$442K0.1%2026-Q1
Keystone Wealth Services, LLC21,000$436K0.1%2026-Q1
Farther Finance Advisors, LLC added20,984$435K0.1%2026-Q1
Asset Allocation Strategies LLC added20,581$427K0.1%2026-Q1
Apollon Wealth Management, LLC added18,855$391K0.1%2026-Q1
MGO ONE SEVEN LLC new18,027$374K0.1%2026-Q1
World Investment Advisors added17,888$371K0.1%2026-Q1
Arkadios Wealth Advisors new17,041$354K0.1%2026-Q1
D.A. DAVIDSON & CO. added16,389$340K0.1%2026-Q1
Foundations Investment Advisors, LLC trimmed16,260$337K0.1%2026-Q1
Betterment LLC added16,067$333K0.1%2026-Q1
NORTHEAST PLANNING ASSOCIATES, INC. / NH / added385,440$8M1.5%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added221,755$5M0.8%2025-Q2 stale
Bullseye Investment Management, LLC180,228$4M0.7%2025-Q3 stale
EWG Elevate Inc. new165,214$4M0.6%2025-Q3 stale
Orion Portfolio Solutions, LLC added130,255$3M0.5%2025-Q1 stale
Visionary Wealth Advisors added100,399$2M0.4%2025-Q2 stale
Total Clarity Wealth Management, Inc. trimmed59,100$1M0.2%2025-Q3 stale
FLOW TRADERS U.S. LLC added56,839$1M0.2%2025-Q4 stale
Coppell Advisory Solutions LLC added50,289$1M0.2%2025-Q4 stale
JANE STREET GROUP, LLC trimmed49,242$1M0.2%2025-Q2 stale
GOLDMAN SACHS GROUP INC trimmed43,181$915K0.2%2025-Q4 stale
Core Wealth Partners LLC added35,982$747K0.1%2025-Q1 stale
OLD MISSION CAPITAL LLC trimmed21,884$459K0.1%2025-Q2 stale
STIFEL FINANCIAL CORP new20,628$438K0.1%2025-Q3 stale
WELLS FARGO & COMPANY/MN19,337$410K0.1%2025-Q4 stale
AMERIPRISE FINANCIAL INC trimmed18,128$386K0.1%2025-Q4 stale
StoneX Group Inc. trimmed17,097$362K0.1%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership