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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

59
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened FNK while 5 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

FNK’s largest tracked holder by dollar value, TOTAL INVESTMENT MANAGEMENT INC, sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp 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 2025-Q4 and 2026-Q1, across 59 tracked filers holding FNK, 30 increased or opened the position and 22 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 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.

Full exits 2

  • Keel Point, LLC$654K
  • STIFEL FINANCIAL CORP$588K

Largest adds

  • TOTAL INVESTMENT MANAGEMENT INC$3M
  • WELLS FARGO & COMPANY/MN$2M
  • Cetera Investment Advisers$1M
  • LPL Financial LLC$487K
  • RAYMOND JAMES FINANCIAL INC$377K
  • MORGAN STANLEY$311K

Largest trims

  • Ashton Thomas Private Wealth, LLC$1M
  • BENJAMIN EDWARDS INC$516K
  • Stratos Wealth Partners, LTD.$356K

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
TOTAL INVESTMENT MANAGEMENT INC added1,341,711$77M50.9%2026-Q1
WELLS FARGO & COMPANY/MN added258,612$15M9.8%2026-Q1
MORGAN STANLEY trimmed235,560$13M8.9%2026-Q1
LPL Financial LLC added137,586$8M5.2%2026-Q1
Cetera Investment Advisers added105,572$6M4.0%2026-Q1
Kingsview Wealth Management, LLC trimmed62,667$4M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added58,777$3M2.2%2026-Q1
UBS Group AG trimmed51,138$3M1.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed50,439$3M1.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added37,130$2M1.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed27,839$2M1.1%2026-Q1
ROYAL BANK OF CANADA trimmed22,946$1M0.9%2026-Q1
Equitable Holdings, Inc. added20,790$1M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed17,228$983K0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added16,414$937K0.6%2026-Q1
ARS Wealth Advisors Group, LLC added11,488$656K0.4%2026-Q1
Stratos Wealth Partners, LTD. trimmed10,455$597K0.4%2026-Q1
Kestra Advisory Services, LLC added10,335$590K0.4%2026-Q1
Private Advisor Group, LLC added8,252$471K0.3%2026-Q1
CITADEL ADVISORS LLC trimmed6,597$377K0.3%2026-Q1
&PARTNERS trimmed5,766$329K0.2%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC5,614$320K0.2%2026-Q1
BENJAMIN EDWARDS INC trimmed5,323$304K0.2%2026-Q1
HighTower Advisors, LLC new5,127$293K0.2%2026-Q1
Janney Montgomery Scott LLC trimmed5,045$288K0.2%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed4,763$272K0.2%2026-Q1
Advisor OS, LLC new4,475$255K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added4,421$252K0.2%2026-Q1
Sigma Planning Corp trimmed4,181$239K0.2%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added4,132$236K0.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added3,988$227K0.2%2026-Q1
Dynamic Advisor Solutions LLC added3,665$209K0.1%2026-Q1
Triumph Capital Management trimmed3,488$199K0.1%2026-Q1
Founders Financial Alliance, LLC added2,919$167K0.1%2026-Q1
Rockefeller Capital Management L.P. added2,889$165K0.1%2026-Q1
Geneos Wealth Management Inc.2,400$137K0.1%2026-Q1
Tower Research Capital LLC (TRC) added2,251$128K0.1%2026-Q1
Parallel Advisors, LLC new1,935$110K0.1%2026-Q1
GAMMA Investing LLC1,816$104K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,287$73K0.0%2026-Q1
Sound Income Strategies, LLC984$56K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new807$46K0.0%2026-Q1
BANK OF MONTREAL /CAN/ new568$32K0.0%2026-Q1
BESSEMER GROUP INC new454$26K0.0%2026-Q1
US BANCORP \DE\ added371$21K0.0%2026-Q1
Benson Wealth Management INC356$20K0.0%2026-Q1
PRIVATE TRUST CO NA318$18K0.0%2026-Q1
Advisory Services Network, LLC279$16K0.0%2026-Q1
FIFTH THIRD BANCORP new272$16K0.0%2026-Q1
Glen Eagle Advisors, LLC200$11K0.0%2026-Q1
Western Wealth Management, LLC new200$11K0.0%2026-Q1
Steward Partners Investment Advisory, LLC165$9K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.158$9K0.0%2026-Q1
Capital Analysts, LLC94$5K0.0%2026-Q1
Quest 10 Wealth Builders, Inc.50$3K0.0%2026-Q1
Russell Investments Group, Ltd.24$1K0.0%2026-Q1
Transamerica Financial Advisors, LLC trimmed5$3150.0%2026-Q1
FMR LLC3$1710.0%2026-Q1
Hilton Head Capital Partners, LLC1$570.0%2026-Q1
G&S Capital LLC added19,893$1M0.7%2025-Q2 stale
Keel Point, LLC added11,757$654K0.4%2025-Q4 stale
STIFEL FINANCIAL CORP trimmed10,566$588K0.4%2025-Q4 stale
JANE STREET GROUP, LLC added9,201$464K0.3%2025-Q1 stale
TKG Advisors, LLC added5,256$272K0.2%2025-Q2 stale
Arete Wealth Advisors, LLC4,475$249K0.2%2025-Q4 stale
StoneX Group Inc. trimmed4,126$208K0.1%2025-Q1 stale
TWO SIGMA INVESTMENTS, LP trimmed3,600$200K0.1%2025-Q4 stale
NBC SECURITIES, INC.1,150$59K0.0%2025-Q2 stale
Farther Finance Advisors, LLC278$15K0.0%2025-Q3 stale
COMERICA BANK272$15K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC. new124$6K0.0%2025-Q2 stale
HARBOUR INVESTMENTS, INC.107$6K0.0%2025-Q4 stale
Global Trust Asset Management, LLC101$5K0.0%2025-Q2 stale
Global Retirement Partners, LLC90$5K0.0%2025-Q4 stale
GPS Wealth Strategies Group, LLC67$4K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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