Who owns FNK
Which tracked institutional funds hold FNK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FNK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 FNK is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 2 trimmed or exited — on balance accumulating.
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
FNK’s largest tracked holder by dollar value, TOTAL INVESTMENT MANAGEMENT INC, sizes it at 8.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FNK 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 54 tracked filers holding FNK, 23 increased or opened the position and 29 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 FNK 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.
Full exits 1
- Cambridge Investment Research Advisors, Inc.$983K
Largest adds
- TOTAL INVESTMENT MANAGEMENT INC$4M
- Cetera Investment Advisers$2M
- MORGAN STANLEY$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- WELLS FARGO & COMPANY/MN$1M
- LPL Financial LLC$917K
Largest trims
- ROYAL BANK OF CANADA$290K
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 |
|---|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC trimmed | 1,275,782 | $81M | 49.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 260,747 | $16M | 9.8% | 2026-Q2 |
| MORGAN STANLEY added | 249,492 | $15M | 9.4% | 2026-Q2 |
| LPL Financial LLC added | 143,041 | $9M | 5.4% | 2026-Q2 |
| Cetera Investment Advisers added | 130,373 | $8M | 4.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 64,005 | $4M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 53,954 | $3M | 2.0% | 2026-Q2 |
| UBS Group AG trimmed | 50,793 | $3M | 1.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 46,836 | $3M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 45,769 | $3M | 1.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 41,807 | $3M | 1.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 20,458 | $1M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 16,630 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,306 | $938K | 0.6% | 2026-Q2 |
| &PARTNERS added | 13,802 | $846K | 0.5% | 2026-Q2 |
| Keel Point, LLC trimmed | 11,686 | $717K | 0.4% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC added | 11,490 | $704K | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 9,917 | $608K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 9,369 | $574K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 8,269 | $507K | 0.3% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5,614 | $344K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 5,334 | $327K | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 4,763 | $292K | 0.2% | 2026-Q2 |
| Advisor OS, LLC | 4,475 | $274K | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 4,357 | $266K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,333 | $266K | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 4,151 | $254K | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 3,989 | $244K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 3,799 | $233K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC | 3,665 | $225K | 0.1% | 2026-Q2 |
| Triumph Capital Management | 3,488 | $214K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC new | 3,297 | $202K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 2,927 | $179K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 2,614 | $160K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 2,400 | $147K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 1,935 | $119K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC | 1,816 | $111K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,726 | $106K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,289 | $79K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 1,080 | $66K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 807 | $49K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 557 | $34K | 0.0% | 2026-Q2 |
| FMR LLC added | 442 | $27K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC | 356 | $22K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 317 | $19K | 0.0% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA new | 300 | $18K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 266 | $16K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 256 | $16K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 200 | $12K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 165 | $10K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 158 | $10K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 90 | $6K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. | 50 | $3K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 5 | $331 | 0.0% | 2026-Q2 |
| G&S Capital LLC added | 19,893 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 17,228 | $983K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| STIFEL FINANCIAL CORP trimmed | 10,566 | $588K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 6,597 | $377K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 5,127 | $293K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 5,045 | $288K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TKG Advisors, LLC added | 5,256 | $272K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Arete Wealth Advisors, LLC | 4,475 | $249K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 3,600 | $200K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NBC SECURITIES, INC. | 1,150 | $59K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Sound Income Strategies, LLC | 984 | $56K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ new | 568 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BESSEMER GROUP INC new | 454 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA | 318 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 279 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK | 272 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Western Wealth Management, LLC new | 200 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. new | 124 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| HARBOUR INVESTMENTS, INC. | 107 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Global Trust Asset Management, LLC | 101 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Capital Analysts, LLC | 94 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GPS Wealth Strategies Group, LLC | 67 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Russell Investments Group, Ltd. | 24 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Hilton Head Capital Partners, LLC | 1 | $57 | 0.0% | 2026-Q1 stale (1 quarter 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.