Who owns FNX (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-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
29 tracked funds added or opened FNX while 18 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
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 2025-Q4 and 2026-Q1, across 207 tracked filers holding FNX, 95 increased or opened the position and 73 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 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
- FIFTH THIRD BANCORP$2M
- Independent Advisor Alliance$1M
- Keystone Wealth Services, LLC$1M
- Virtu Financial LLC$659K
Full exits 4
- First Heartland Consultants, Inc.$2M
- COMERICA BANK$2M
- CITADEL ADVISORS LLC$2M
- Envestnet Portfolio Solutions, Inc.$523K
Largest adds
- EverSource Wealth Advisors, LLC$18M
- BANK OF AMERICA CORP /DE/$10M
- WELLS FARGO & COMPANY/MN$7M
- MORGAN STANLEY$6M
- LPL Financial LLC$6M
- Per Stirling Capital Management, LLC.$5M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$213M
- B. Riley Wealth Advisors, Inc.$8M
- Baird Financial Group, Inc.$3M
- Cambridge Investment Research Advisors, Inc.$3M
- BELLEVUE ASSET MANAGEMENT, LLC$2M
- NewEdge Advisors, LLC$1M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,081,289 | $139M | 16.9% | 2026-Q1 |
| LPL Financial LLC added | 962,684 | $123M | 15.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 719,915 | $92M | 11.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 441,555 | $57M | 6.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 273,951 | $35M | 4.3% | 2026-Q1 |
| UBS Group AG trimmed | 207,676 | $27M | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 205,567 | $26M | 3.2% | 2026-Q1 |
| Cetera Investment Advisers added | 198,133 | $25M | 3.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 156,988 | $20M | 2.5% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 158,033 | $18M | 2.2% | 2026-Q1 |
| Three Cord True Wealth Management, LLC added | 136,778 | $18M | 2.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 120,617 | $15M | 1.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 90,925 | $12M | 1.4% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 76,851 | $10M | 1.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 76,389 | $10M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 73,929 | $9M | 1.2% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 70,208 | $9M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 67,449 | $9M | 1.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 60,065 | $8M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 54,085 | $7M | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 46,614 | $6M | 0.7% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 44,370 | $6M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 43,191 | $6M | 0.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 39,760 | $5M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 38,025 | $5M | 0.6% | 2026-Q1 |
| Western Wealth Management, LLC added | 37,693 | $5M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 33,916 | $4M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 33,414 | $4M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 32,527 | $4M | 0.5% | 2026-Q1 |
| Prospera Financial Services Inc added | 28,045 | $4M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 26,420 | $3M | 0.4% | 2026-Q1 |
| Lakeridge Wealth Management LLC added | 26,183 | $3M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,775 | $3M | 0.4% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 23,322 | $3M | 0.4% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 22,592 | $3M | 0.4% | 2026-Q1 |
| Solutions 4 Wealth, Ltd trimmed | 22,247 | $3M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 21,076 | $3M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 20,293 | $3M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,781 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 18,540 | $2M | 0.3% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 18,270 | $2M | 0.3% | 2026-Q1 |
| FWG Holdings, LLC added | 17,071 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 17,053 | $2M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 16,913 | $2M | 0.3% | 2026-Q1 |
| &PARTNERS added | 16,310 | $2M | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 16,241 | $2M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 16,021 | $2M | 0.3% | 2026-Q1 |
| Bedel Financial Consulting, Inc. | 15,700 | $2M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 15,004 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 13,954 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,434 | $2M | 0.2% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 12,217 | $2M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 12,040 | $2M | 0.2% | 2026-Q1 |
| Kaydan Wealth Management, Inc. trimmed | 11,991 | $2M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 10,789 | $1M | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 10,499 | $1M | 0.2% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 10,162 | $1M | 0.2% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 10,184 | $1M | 0.2% | 2026-Q1 |
| LVZ, Inc. added | 9,766 | $1M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 9,740 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 9,585 | $1M | 0.1% | 2026-Q1 |
| Triumph Capital Management added | 9,441 | $1M | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 9,104 | $1M | 0.1% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. trimmed | 8,945 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 9,085 | $1M | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 8,124 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,792 | $999K | 0.1% | 2026-Q1 |
| Catalyst Investment Management LLC added | 6,668 | $919K | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 7,159 | $918K | 0.1% | 2026-Q1 |
| POTENTIA WEALTH trimmed | 7,120 | $913K | 0.1% | 2026-Q1 |
| Purus Wealth Management, LLC added | 7,071 | $907K | 0.1% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 6,905 | $886K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 6,663 | $854K | 0.1% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC trimmed | 6,326 | $811K | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 6,098 | $782K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,671 | $708K | 0.1% | 2026-Q1 |
| FMR LLC added | 5,427 | $696K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 5,383 | $690K | 0.1% | 2026-Q1 |
| Rathbones Group PLC trimmed | 5,219 | $669K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 5,139 | $659K | 0.1% | 2026-Q1 |
| Bensler, LLC added | 5,112 | $656K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 4,953 | $618K | 0.1% | 2026-Q1 |
| Three Seasons Wealth, LLC | 4,736 | $607K | 0.1% | 2026-Q1 |
| Higgins & Schmidt Wealth Strategies LLC trimmed | 4,628 | $594K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 4,568 | $586K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 4,515 | $579K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 4,498 | $577K | 0.1% | 2026-Q1 |
| Hilton Head Capital Partners, LLC trimmed | 4,259 | $546K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 23,151 | $3M | 0.3% | 2025-Q2 stale |
| First Heartland Consultants, Inc. added | 17,416 | $2M | 0.3% | 2025-Q4 stale |
| COMERICA BANK trimmed | 16,375 | $2M | 0.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 12,118 | $2M | 0.2% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 9,800 | $1M | 0.1% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC added | 7,840 | $983K | 0.1% | 2025-Q3 stale |
| Priebe Wealth Holdings LLC trimmed | 8,459 | $972K | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 6,025 | $756K | 0.1% | 2025-Q3 stale |
| WOODMONT INVESTMENT COUNSEL LLC added | 6,007 | $690K | 0.1% | 2025-Q2 stale |
| Virtue Capital Management, LLC added | 5,376 | $586K | 0.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC added | 5,053 | $580K | 0.1% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. | 4,155 | $523K | 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.