Who owns FPE (FPE)
Which tracked institutional funds hold FPE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FPE 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
79 tracked funds added or opened FPE while 70 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
FPE’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FPE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FPE 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 463 tracked filers holding FPE, 244 increased or opened the position and 205 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 FPE 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 16
- JANE STREET GROUP, LLC$32M
- Parkside Investments, LLC$12M
- FIFTH THIRD BANCORP$8M
- Independent Advisor Alliance$8M
- OPPENHEIMER & CO INC$8M
- Note Advisors, LLC$4M
Full exits 20
- STONEBRIDGE ADVISORS LLC$40M
- Wealthspire Retirement, LLC$12M
- WIN ADVISORS, INC$9M
- COMERICA BANK$9M
- Ocean Park Asset Management, LLC$8M
- Blackhawk Capital Partners, LLC$5M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22M
- WELLS FARGO & COMPANY/MN$12M
- LPL Financial LLC$10M
- RAYMOND JAMES FINANCIAL INC$8M
- Concurrent Investment Advisors, LLC$7M
- MERCER GLOBAL ADVISORS INC /ADV$7M
Largest trims
- ROYAL BANK OF CANADA$82M
- MORGAN STANLEY$34M
- Arax Advisory Partners$24M
- KINGSWOOD WEALTH ADVISORS, LLC$10M
- Envestnet Portfolio Solutions, Inc.$9M
- UBS Group AG$8M
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 trimmed | 52,758,707 | $936M | 23.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 19,554,291 | $347M | 8.6% | 2026-Q1 |
| LPL Financial LLC added | 17,837,734 | $317M | 7.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 17,020,549 | $302M | 7.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 10,202,985 | $181M | 4.5% | 2026-Q1 |
| UBS Group AG trimmed | 9,353,585 | $166M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 8,652,282 | $154M | 3.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,026,933 | $89M | 2.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,461,437 | $61M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 2,964,486 | $53M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,527,949 | $45M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 2,425,646 | $43M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,353,154 | $42M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,240,777 | $40M | 1.0% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 2,147,548 | $38M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 2,036,908 | $36M | 0.9% | 2026-Q1 |
| MAI Capital Management added | 1,997,960 | $35M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,962,134 | $35M | 0.9% | 2026-Q1 |
| Magnus Financial Group LLC added | 1,885,667 | $33M | 0.8% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 1,866,242 | $33M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,789,032 | $32M | 0.8% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 1,516,744 | $27M | 0.7% | 2026-Q1 |
| Falcon Wealth Planning added | 1,514,417 | $27M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,504,232 | $27M | 0.7% | 2026-Q1 |
| AFFINITY WEALTH MANAGEMENT LLC added | 1,487,952 | $26M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,368,205 | $24M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,317,537 | $23M | 0.6% | 2026-Q1 |
| COUNTRY TRUST BANK trimmed | 1,306,235 | $23M | 0.6% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 1,239,522 | $22M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,205,823 | $21M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,155,368 | $21M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 1,125,791 | $20M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,024,249 | $18M | 0.5% | 2026-Q1 |
| HCR Wealth Advisors added | 999,249 | $18M | 0.4% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 924,872 | $16M | 0.4% | 2026-Q1 |
| Arax Advisory Partners trimmed | 868,355 | $15M | 0.4% | 2026-Q1 |
| Kinloch Capital, LLC trimmed | 859,253 | $15M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 852,103 | $15M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 835,276 | $15M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 804,883 | $14M | 0.4% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 784,275 | $14M | 0.3% | 2026-Q1 |
| &PARTNERS added | 744,790 | $13M | 0.3% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 716,495 | $13M | 0.3% | 2026-Q1 |
| INTEGRITY WEALTH ADVISORS, INC. added | 695,005 | $12M | 0.3% | 2026-Q1 |
| Parkside Investments, LLC new | 674,877 | $12M | 0.3% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 668,860 | $12M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 659,740 | $12M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 650,615 | $11M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 625,425 | $11M | 0.3% | 2026-Q1 |
| Curran Financial Partners, LLC added | 635,777 | $11M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 632,533 | $11M | 0.3% | 2026-Q1 |
| Trinity Legacy Partners, LLC added | 591,245 | $11M | 0.3% | 2026-Q1 |
| Csenge Advisory Group trimmed | 595,825 | $11M | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 578,594 | $10M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 559,861 | $10M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 556,769 | $10M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 554,079 | $10M | 0.2% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 536,184 | $10M | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 529,304 | $9M | 0.2% | 2026-Q1 |
| Seros Financial, LLC added | 518,453 | $9M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 497,762 | $9M | 0.2% | 2026-Q1 |
| Glassy Mountain Advisors, Inc. added | 494,765 | $9M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 472,233 | $9M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 477,944 | $8M | 0.2% | 2026-Q1 |
| Midwest Heritage Bank, FSB added | 475,098 | $8M | 0.2% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 467,297 | $8M | 0.2% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. added | 459,787 | $8M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 454,311 | $8M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 451,344 | $8M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 440,420 | $8M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 435,544 | $8M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 428,583 | $8M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 428,082 | $8M | 0.2% | 2026-Q1 |
| Gradient Investments LLC added | 424,145 | $8M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 420,292 | $7M | 0.2% | 2026-Q1 |
| PFS Partners, LLC added | 406,889 | $7M | 0.2% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 403,225 | $7M | 0.2% | 2026-Q1 |
| Mainsail Financial Group, LLC added | 400,852 | $7M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 391,211 | $7M | 0.2% | 2026-Q1 |
| Marion Wealth Management added | 377,767 | $7M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 369,930 | $7M | 0.2% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 353,732 | $6M | 0.2% | 2026-Q1 |
| Ironwood Investment Counsel, LLC added | 346,152 | $6M | 0.2% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 340,868 | $6M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 340,840 | $6M | 0.2% | 2026-Q1 |
| STONEBRIDGE ADVISORS LLC added | 2,368,824 | $40M | 1.0% | 2025-Q4 stale |
| State of Tennessee, Department of Treasury added | 1,832,300 | $33M | 0.8% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 898,623 | $16M | 0.4% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 874,693 | $16M | 0.4% | 2025-Q3 stale |
| Transform Wealth, LLC added | 850,386 | $15M | 0.4% | 2025-Q1 stale |
| BARCLAYS PLC | 709,300 | $13M | 0.3% | 2025-Q3 stale |
| Wealthspire Retirement, LLC trimmed | 656,384 | $12M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 622,473 | $11M | 0.3% | 2025-Q2 stale |
| WIN ADVISORS, INC new | 505,315 | $9M | 0.2% | 2025-Q4 stale |
| Frisch Financial Group, Inc. added | 507,992 | $9M | 0.2% | 2025-Q2 stale |
| COMERICA BANK added | 476,833 | $9M | 0.2% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC | 412,900 | $8M | 0.2% | 2025-Q4 stale |
| Price Capital Management, Inc. added | 402,920 | $7M | 0.2% | 2025-Q3 stale |
| Focus Partners Wealth trimmed | 345,451 | $6M | 0.2% | 2025-Q1 stale |
| Lokken Investment Group LLC trimmed | 323,059 | $6M | 0.1% | 2025-Q3 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.