Who owns FOXY
Which tracked institutional funds hold FOXY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FOXY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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 FOXY is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 3 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
FOXY’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FOXY 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 44 tracked filers holding FOXY, 37 increased or opened the position and 10 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 FOXY 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 8
- Gradient Investments LLC$35M
- JANE STREET GROUP, LLC$3M
- Brown Financial Advisors$2M
- Paladin Wealth, LLC$1M
- Mattson Financial Services, LLC$835K
- Mosley Wealth Management$663K
Full exits 1
- CWM, LLC$582K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$2M
- PRINCIPAL SECURITIES, INC.$2M
- AE Wealth Management LLC$1M
- Encompass More Asset Management$1M
- BANK OF AMERICA CORP /DE/$1M
- Elevated Capital Advisors, LLC$1M
Largest trims
- CreativeOne Wealth, LLC$445K
- Beacon Capital Management, LLC$355K
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 |
|---|---|---|---|---|
| Gradient Investments LLC new | 1,186,803 | $35M | 23.0% | 2026-Q2 |
| AE Wealth Management LLC added | 551,834 | $16M | 10.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 427,035 | $13M | 8.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 314,840 | $9M | 6.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 273,420 | $8M | 5.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 213,835 | $6M | 4.1% | 2026-Q2 |
| CITIGROUP INC | 177,600 | $5M | 3.4% | 2026-Q2 |
| Encompass More Asset Management added | 174,857 | $5M | 3.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 147,884 | $4M | 2.9% | 2026-Q2 |
| Key Capital Management, INC added | 147,315 | $4M | 2.8% | 2026-Q2 |
| Park Edge Advisors, LLC trimmed | 120,373 | $4M | 2.3% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 106,956 | $3M | 2.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 104,465 | $3M | 2.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 94,370 | $3M | 1.8% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC added | 85,893 | $3M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 84,172 | $3M | 1.6% | 2026-Q2 |
| FSA Advisors, Inc. added | 80,187 | $2M | 1.6% | 2026-Q2 |
| Brown Financial Advisors new | 56,984 | $2M | 1.1% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 54,267 | $2M | 1.0% | 2026-Q2 |
| Paladin Wealth, LLC new | 44,227 | $1M | 0.9% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC added | 43,783 | $1M | 0.8% | 2026-Q2 |
| Beacon Capital Management, LLC trimmed | 43,066 | $1M | 0.8% | 2026-Q2 |
| Networth Advisors, LLC added | 31,692 | $944K | 0.6% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 28,372 | $845K | 0.5% | 2026-Q2 |
| Mattson Financial Services, LLC new | 28,533 | $835K | 0.5% | 2026-Q2 |
| WealthCare Asset Management, LLC added | 26,680 | $795K | 0.5% | 2026-Q2 |
| Mosley Wealth Management new | 22,263 | $663K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 21,361 | $636K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC added | 20,908 | $623K | 0.4% | 2026-Q2 |
| Maridea Wealth Management LLC new | 20,799 | $620K | 0.4% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 16,446 | $490K | 0.3% | 2026-Q2 |
| Altiora Financial Group, LLC added | 15,251 | $454K | 0.3% | 2026-Q2 |
| Sowell Financial Services LLC new | 13,075 | $390K | 0.3% | 2026-Q2 |
| &PARTNERS new | 10,792 | $321K | 0.2% | 2026-Q2 |
| Decker Retirement Planning Inc. trimmed | 8,926 | $266K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 8,905 | $265K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 8,831 | $263K | 0.2% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 4,782 | $142K | 0.1% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 2,571 | $77K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 990 | $29K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 968 | $29K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 500 | $15K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 185 | $6K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 180 | $5K | 0.0% | 2026-Q2 |
| CWM, LLC added | 19,892 | $582K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Summit Global Investments new | 10,954 | $320K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC trimmed | 315 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Realta Investment Advisors new | 45 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Simplify Asset Management Inc. added | 337,443 | $9M | 6.0% | 2025-Q3 stale (3 quarters 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.