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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 21 added or opened and 1 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, AE Wealth Management LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 31 tracked filers holding FOXY, 28 increased or opened the position and 4 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 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 5
- Elevated Capital Advisors, LLC$7M
- PRINCIPAL SECURITIES, INC.$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- MATHER GROUP, LLC.$1M
- Belpointe Asset Management LLC$563K
Largest adds
- BANK OF AMERICA CORP /DE/$7M
- BNP PARIBAS FINANCIAL MARKETS$6M
- AE Wealth Management LLC$4M
- Encompass More Asset Management$3M
- CITIGROUP INC$3M
- CreativeOne Wealth, LLC$2M
Largest trims
- POM Investment Strategies, LLC$3M
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 |
|---|---|---|---|---|
| AE Wealth Management LLC added | 512,020 | $15M | 15.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 426,687 | $12M | 12.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 276,000 | $8M | 8.2% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 243,929 | $7M | 7.2% | 2026-Q1 |
| CITIGROUP INC added | 177,600 | $5M | 5.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 146,122 | $4M | 4.3% | 2026-Q1 |
| Key Capital Management, INC added | 135,453 | $4M | 4.0% | 2026-Q1 |
| Encompass More Asset Management added | 130,010 | $4M | 3.9% | 2026-Q1 |
| Park Edge Advisors, LLC added | 128,359 | $4M | 3.8% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 111,364 | $3M | 3.3% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 103,529 | $3M | 3.1% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC added | 79,799 | $2M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 77,211 | $2M | 2.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 74,790 | $2M | 2.2% | 2026-Q1 |
| FSA Advisors, Inc. added | 70,422 | $2M | 2.1% | 2026-Q1 |
| Beacon Capital Management, LLC trimmed | 56,005 | $2M | 1.7% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC added | 51,917 | $2M | 1.5% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 40,922 | $1M | 1.2% | 2026-Q1 |
| MATHER GROUP, LLC. new | 37,382 | $1M | 1.1% | 2026-Q1 |
| Networth Advisors, LLC added | 30,089 | $880K | 0.9% | 2026-Q1 |
| CWM, LLC added | 19,892 | $582K | 0.6% | 2026-Q1 |
| Belpointe Asset Management LLC new | 19,252 | $563K | 0.6% | 2026-Q1 |
| WealthCare Asset Management, LLC new | 13,155 | $385K | 0.4% | 2026-Q1 |
| Altiora Financial Group, LLC new | 13,077 | $382K | 0.4% | 2026-Q1 |
| Summit Global Investments new | 10,954 | $320K | 0.3% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 8,951 | $262K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 7,815 | $229K | 0.2% | 2026-Q1 |
| POM Investment Strategies, LLC trimmed | 6,204 | $181K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. new | 2,547 | $74K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 315 | $9K | 0.0% | 2026-Q1 |
| Realta Investment Advisors new | 45 | $1K | 0.0% | 2026-Q1 |
| Simplify Asset Management Inc. added | 337,443 | $9M | 9.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC new | 20,693 | $560K | 0.6% | 2025-Q1 stale |
| CLG LLC new | 20,580 | $557K | 0.6% | 2025-Q1 stale |
| Lloyd Advisory Services, LLC. new | 8,492 | $231K | 0.2% | 2025-Q4 stale |
| UBS Group AG new | 270 | $7K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.