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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 4,852,167 | $101M | 18.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,546,486 | $53M | 9.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,856,612 | $39M | 6.9% | 2026-Q1 |
| Cetera Investment Advisers added | 1,729,781 | $36M | 6.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,693,016 | $35M | 6.3% | 2026-Q1 |
| TCP Asset Management, LLC added | 1,397,278 | $29M | 5.2% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 1,068,062 | $22M | 4.0% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 880,325 | $18M | 3.3% | 2026-Q1 |
| STEPHENS INC /AR/ added | 761,660 | $16M | 2.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 571,903 | $12M | 2.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 537,691 | $11M | 2.0% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 489,871 | $10M | 1.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 462,533 | $10M | 1.7% | 2026-Q1 |
| &PARTNERS added | 411,271 | $9M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 389,839 | $8M | 1.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 366,373 | $8M | 1.4% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 360,331 | $7M | 1.3% | 2026-Q1 |
| Owen LaRue, LLC trimmed | 290,546 | $6M | 1.1% | 2026-Q1 |
| ASSETMARK, INC added | 238,285 | $5M | 0.9% | 2026-Q1 |
| Csenge Advisory Group added | 237,188 | $5M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 210,854 | $4M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 205,029 | $4M | 0.8% | 2026-Q1 |
| Avior Wealth Management, LLC new | 180,401 | $4M | 0.7% | 2026-Q1 |
| Sequent Planning LLC added | 175,186 | $4M | 0.7% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 167,614 | $3M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 147,927 | $3M | 0.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 138,701 | $3M | 0.5% | 2026-Q1 |
| Prospera Financial Services Inc added | 132,762 | $3M | 0.5% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 132,222 | $3M | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 131,685 | $3M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 128,019 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 116,652 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 114,715 | $2M | 0.4% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 111,209 | $2M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 96,066 | $2M | 0.4% | 2026-Q1 |
| NewEdge Advisors, LLC added | 294,545 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 84,809 | $2M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 78,611 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 79,241 | $2M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 77,600 | $2M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 72,893 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 71,537 | $1M | 0.3% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 67,527 | $1M | 0.3% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 65,437 | $1M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 58,928 | $1M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 52,350 | $1M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 51,997 | $1M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 51,214 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 45,890 | $952K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 45,564 | $945K | 0.2% | 2026-Q1 |
| Everest Financial Group LLC new | 45,000 | $934K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 43,739 | $908K | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 43,250 | $897K | 0.2% | 2026-Q1 |
| Impact Partnership Wealth, LLC trimmed | 38,465 | $798K | 0.1% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 36,307 | $753K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 36,278 | $753K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 35,926 | $745K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 34,104 | $708K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 33,127 | $687K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 32,778 | $680K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 31,788 | $660K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 30,646 | $636K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 30,566 | $634K | 0.1% | 2026-Q1 |
| Pinnacle Family Advisors, LLC added | 30,532 | $634K | 0.1% | 2026-Q1 |
| BAM Wealth Management, LLC added | 30,453 | $632K | 0.1% | 2026-Q1 |
| Ignite Planners, LLC added | 26,782 | $570K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 27,433 | $569K | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 26,815 | $556K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 26,215 | $544K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,660 | $532K | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 25,191 | $523K | 0.1% | 2026-Q1 |
| NOVEM GROUP new | 22,688 | $471K | 0.1% | 2026-Q1 |
| BlueChip Wealth Advisors LLC added | 21,289 | $442K | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC | 21,000 | $436K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 20,984 | $435K | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 20,581 | $427K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 18,855 | $391K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 18,027 | $374K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 17,888 | $371K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 17,041 | $354K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 16,389 | $340K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 16,260 | $337K | 0.1% | 2026-Q1 |
| Betterment LLC added | 16,067 | $333K | 0.1% | 2026-Q1 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / added | 385,440 | $8M | 1.5% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 221,755 | $5M | 0.8% | 2025-Q2 stale |
| Bullseye Investment Management, LLC | 180,228 | $4M | 0.7% | 2025-Q3 stale |
| EWG Elevate Inc. new | 165,214 | $4M | 0.6% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 130,255 | $3M | 0.5% | 2025-Q1 stale |
| Visionary Wealth Advisors added | 100,399 | $2M | 0.4% | 2025-Q2 stale |
| Total Clarity Wealth Management, Inc. trimmed | 59,100 | $1M | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 56,839 | $1M | 0.2% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC added | 50,289 | $1M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 49,242 | $1M | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 43,181 | $915K | 0.2% | 2025-Q4 stale |
| Core Wealth Partners LLC added | 35,982 | $747K | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 21,884 | $459K | 0.1% | 2025-Q2 stale |
| STIFEL FINANCIAL CORP new | 20,628 | $438K | 0.1% | 2025-Q3 stale |
| WELLS FARGO & COMPANY/MN | 19,337 | $410K | 0.1% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 18,128 | $386K | 0.1% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 17,097 | $362K | 0.1% | 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.
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.