Who owns FNX
Which tracked institutional funds hold FNX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FNX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 FNX is one-sided between 2026-Q1 and 2026-Q2: 44 added or opened and 13 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
FNX’s largest tracked holder by dollar value, MORGAN STANLEY, 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 FNX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FNX 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 202 tracked filers holding FNX, 81 increased or opened the position and 85 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 FNX 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 1
- Keystone Financial Group$1M
Full exits 8
- HighTower Advisors, LLC$15M
- Cambridge Investment Research Advisors, Inc.$4M
- Janney Montgomery Scott LLC$4M
- Independent Advisor Alliance$1M
- POTENTIA WEALTH$913K
- GOLDMAN SACHS GROUP INC$854K
Largest adds
- LPL Financial LLC$29M
- MORGAN STANLEY$24M
- WELLS FARGO & COMPANY/MN$11M
- ROYAL BANK OF CANADA$8M
- RAYMOND JAMES FINANCIAL INC$7M
- Cetera Investment Advisers$5M
Largest trims
- EverSource Wealth Advisors, LLC$18M
- FIRST TRUST ADVISORS LP$4M
- GTS SECURITIES LLC$1M
- Transamerica Financial Advisors, LLC$762K
- JPMORGAN CHASE & CO$513K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,111,571 | $163M | 18.1% | 2026-Q2 |
| LPL Financial LLC added | 1,040,651 | $152M | 17.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 708,174 | $104M | 11.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 438,102 | $64M | 7.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 295,647 | $43M | 4.8% | 2026-Q2 |
| Cetera Investment Advisers added | 209,531 | $31M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 208,405 | $30M | 3.4% | 2026-Q2 |
| UBS Group AG trimmed | 199,156 | $29M | 3.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 160,820 | $24M | 2.6% | 2026-Q2 |
| Three Cord True Wealth Management, LLC added | 144,922 | $21M | 2.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 89,452 | $13M | 1.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 79,122 | $12M | 1.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 78,951 | $12M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 73,328 | $11M | 1.2% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 71,100 | $10M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 68,565 | $10M | 1.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 59,338 | $8M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 52,136 | $8M | 0.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 47,086 | $7M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 45,154 | $7M | 0.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 44,427 | $7M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,474 | $6M | 0.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 39,903 | $6M | 0.7% | 2026-Q2 |
| &PARTNERS added | 39,538 | $6M | 0.6% | 2026-Q2 |
| Western Wealth Management, LLC added | 38,903 | $6M | 0.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 34,934 | $5M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 34,552 | $5M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 27,423 | $4M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 25,645 | $4M | 0.4% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 22,633 | $3M | 0.4% | 2026-Q2 |
| FSM Wealth Advisors, LLC trimmed | 22,274 | $3M | 0.4% | 2026-Q2 |
| Solutions 4 Wealth, Ltd trimmed | 21,656 | $3M | 0.4% | 2026-Q2 |
| Lakeridge Wealth Management LLC trimmed | 21,583 | $3M | 0.4% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 19,808 | $3M | 0.3% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 18,282 | $3M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 18,051 | $3M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 16,915 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 16,861 | $2M | 0.3% | 2026-Q2 |
| FWG Holdings, LLC trimmed | 16,658 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,587 | $2M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 16,272 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,974 | $2M | 0.3% | 2026-Q2 |
| Bedel Financial Consulting, Inc. | 15,700 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 15,078 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 14,994 | $2M | 0.2% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 12,268 | $2M | 0.2% | 2026-Q2 |
| Purus Wealth Management, LLC added | 12,249 | $2M | 0.2% | 2026-Q2 |
| Kaydan Wealth Management, Inc. added | 12,109 | $2M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 11,983 | $2M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 10,790 | $2M | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 10,513 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 10,439 | $2M | 0.2% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 10,099 | $1M | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 9,945 | $1M | 0.2% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC trimmed | 9,568 | $1M | 0.2% | 2026-Q2 |
| LVZ, Inc. trimmed | 9,265 | $1M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 9,138 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 9,112 | $1M | 0.1% | 2026-Q2 |
| Keystone Financial Group new | 9,079 | $1M | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 8,544 | $1M | 0.1% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. trimmed | 8,445 | $1M | 0.1% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 8,123 | $1M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,074 | $1M | 0.1% | 2026-Q2 |
| FMR LLC added | 7,178 | $1M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 7,164 | $1M | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 6,828 | $999K | 0.1% | 2026-Q2 |
| Catalyst Investment Management LLC | 6,668 | $976K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 6,667 | $976K | 0.1% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC trimmed | 6,029 | $882K | 0.1% | 2026-Q2 |
| Rathbones Group PLC added | 5,434 | $795K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 5,383 | $788K | 0.1% | 2026-Q2 |
| Bensler, LLC added | 5,361 | $785K | 0.1% | 2026-Q2 |
| Three Seasons Wealth, LLC | 4,736 | $693K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 4,705 | $686K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 4,574 | $669K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 4,511 | $660K | 0.1% | 2026-Q2 |
| Higgins & Schmidt Wealth Strategies LLC trimmed | 4,493 | $658K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 4,334 | $634K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 3,690 | $540K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 3,583 | $524K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC | 3,463 | $507K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 3,407 | $499K | 0.1% | 2026-Q2 |
| Hilton Head Capital Partners, LLC trimmed | 3,396 | $497K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 3,386 | $495K | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 3,382 | $495K | 0.1% | 2026-Q2 |
| Mariner, LLC | 3,241 | $474K | 0.1% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 3,233 | $473K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,230 | $473K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,191 | $467K | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC added | 3,120 | $457K | 0.1% | 2026-Q2 |
| Element Wealth, LLC trimmed | 3,011 | $441K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,900 | $424K | 0.0% | 2026-Q2 |
| Park Edge Advisors, LLC added | 2,889 | $423K | 0.0% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2,859 | $418K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 2,754 | $403K | 0.0% | 2026-Q2 |
| Quantum Private Wealth, LLC | 2,741 | $401K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC new | 2,653 | $388K | 0.0% | 2026-Q2 |
| Cerity Partners LLC new | 2,636 | $386K | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 2,571 | $376K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,540 | $372K | 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.