Who owns 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-Q2 13F filings (latest filed 2026-08-27). 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 FIIG while 17 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
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 2026-Q1 and 2026-Q2, across 132 tracked filers holding FIIG, 92 increased or opened the position and 43 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 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 12
- JANE STREET GROUP, LLC$5M
- TRUIST FINANCIAL CORP$2M
- GOLDMAN SACHS GROUP INC$2M
- VAQUERO PRIVATE WEALTH, LTD$1M
- Vestmark Advisory Solutions, Inc.$1M
- ELEVATION POINT WEALTH PARTNERS, LLC$1M
Full exits 6
- Cambridge Investment Research Advisors, Inc.$11M
- HighTower Advisors, LLC$8M
- Janney Montgomery Scott LLC$4M
- PARK AVENUE SECURITIES LLC$2M
- Pacific Excel Wealth Advisors, Inc.$1M
- Independent Advisor Alliance$952K
Largest adds
- MANCHESTER FINANCIAL INC$11M
- NewEdge Advisors, LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$4M
- MORGAN STANLEY$3M
- TCP Asset Management, LLC$2M
- MML INVESTORS SERVICES, LLC$2M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$29M
- Cetera Investment Advisers$9M
- Sequent Planning LLC$3M
- Equitable Holdings, Inc.$1M
- Avior Wealth Management, LLC$1M
- Gateway Wealth Partners, LLC$723K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 4,859,040 | $101M | 19.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,702,158 | $56M | 10.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,909,100 | $40M | 7.7% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 1,582,304 | $33M | 6.4% | 2026-Q2 |
| TCP Asset Management, LLC added | 1,507,135 | $31M | 6.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,319,500 | $27M | 5.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 883,962 | $18M | 3.6% | 2026-Q2 |
| STEPHENS INC /AR/ added | 765,223 | $16M | 3.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 605,395 | $13M | 2.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 518,470 | $11M | 2.1% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 488,337 | $10M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 474,617 | $10M | 1.9% | 2026-Q2 |
| &PARTNERS added | 446,702 | $9M | 1.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 433,525 | $9M | 1.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 393,377 | $8M | 1.6% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 343,076 | $7M | 1.4% | 2026-Q2 |
| Owen LaRue, LLC added | 299,015 | $6M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 258,677 | $5M | 1.0% | 2026-Q2 |
| Csenge Advisory Group added | 251,057 | $5M | 1.0% | 2026-Q2 |
| ASSETMARK, INC added | 249,038 | $5M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 217,902 | $5M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 178,036 | $4M | 0.7% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 169,747 | $4M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 149,423 | $3M | 0.6% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 149,149 | $3M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 147,458 | $3M | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 139,146 | $3M | 0.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 133,261 | $3M | 0.5% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 133,052 | $3M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 130,123 | $3M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 127,695 | $3M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 124,844 | $3M | 0.5% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 117,029 | $2M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 93,771 | $2M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 93,698 | $2M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 91,916 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 91,169 | $2M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 80,998 | $2M | 0.3% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 71,489 | $1M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 70,656 | $1M | 0.3% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 65,271 | $1M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 64,430 | $1M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 59,802 | $1M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC added | 59,463 | $1M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 56,069 | $1M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 54,111 | $1M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 52,401 | $1M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 52,401 | $1M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 49,370 | $1M | 0.2% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 48,727 | $651K | 0.1% | 2026-Q2 |
| True Blue Financial, LLC new | 47,587 | $986K | 0.2% | 2026-Q2 |
| BAM Wealth Management, LLC added | 44,128 | $914K | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 43,962 | $910K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 43,680 | $905K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 42,504 | $880K | 0.2% | 2026-Q2 |
| Everest Financial Group LLC trimmed | 41,000 | $849K | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC added | 40,727 | $843K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 39,651 | $821K | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 36,703 | $760K | 0.1% | 2026-Q2 |
| Sequent Planning LLC trimmed | 36,596 | $758K | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 36,374 | $746K | 0.1% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 36,307 | $752K | 0.1% | 2026-Q2 |
| Impact Partnership Wealth, LLC trimmed | 36,140 | $748K | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 35,100 | $727K | 0.1% | 2026-Q2 |
| Ignite Planners, LLC added | 34,965 | $724K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 34,867 | $722K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 34,338 | $711K | 0.1% | 2026-Q2 |
| Pinnacle Family Advisors, LLC added | 33,893 | $702K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 31,922 | $661K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 30,820 | $638K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 30,448 | $631K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 30,088 | $623K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 29,950 | $620K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 29,787 | $617K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 27,909 | $578K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 27,540 | $570K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 26,163 | $542K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 26,054 | $540K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 24,041 | $498K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 21,332 | $442K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC | 21,289 | $441K | 0.1% | 2026-Q2 |
| Keystone Wealth Services, LLC | 21,000 | $435K | 0.1% | 2026-Q2 |
| World Investment Advisors added | 19,437 | $403K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 19,319 | $400K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 18,216 | $377K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 17,320 | $359K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 16,951 | $351K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 16,110 | $334K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 16,091 | $333K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 15,409 | $319K | 0.1% | 2026-Q2 |
| GK Wealth Management LLC new | 14,732 | $305K | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 14,332 | $297K | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC added | 14,144 | $293K | 0.1% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 13,900 | $288K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 13,681 | $283K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 13,665 | $283K | 0.1% | 2026-Q2 |
| Milestones Private Investment Advisors LLC added | 11,660 | $241K | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 10,747 | $223K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 9,796 | $203K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 9,730 | $202K | 0.0% | 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.