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Institutional Ownership · SEC Form 13F

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.

463
Institutional holders
239,996,137
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed52,758,707$936M23.3%2026-Q1
ROYAL BANK OF CANADA trimmed19,554,291$347M8.6%2026-Q1
LPL Financial LLC added17,837,734$317M7.9%2026-Q1
WELLS FARGO & COMPANY/MN added17,020,549$302M7.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added10,202,985$181M4.5%2026-Q1
UBS Group AG trimmed9,353,585$166M4.1%2026-Q1
BANK OF AMERICA CORP /DE/ added8,652,282$154M3.8%2026-Q1
AMERIPRISE FINANCIAL INC added5,026,933$89M2.2%2026-Q1
HighTower Advisors, LLC added3,461,437$61M1.5%2026-Q1
Cetera Investment Advisers added2,964,486$53M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,527,949$45M1.1%2026-Q1
Kestra Advisory Services, LLC added2,425,646$43M1.1%2026-Q1
STIFEL FINANCIAL CORP added2,353,154$42M1.0%2026-Q1
OSAIC HOLDINGS, INC. added2,240,777$40M1.0%2026-Q1
Advisory Alpha, LLC trimmed2,147,548$38M0.9%2026-Q1
Rockefeller Capital Management L.P. trimmed2,036,908$36M0.9%2026-Q1
MAI Capital Management added1,997,960$35M0.9%2026-Q1
Baird Financial Group, Inc. added1,962,134$35M0.9%2026-Q1
Magnus Financial Group LLC added1,885,667$33M0.8%2026-Q1
PARK NATIONAL CORP /OH/ added1,866,242$33M0.8%2026-Q1
JANE STREET GROUP, LLC added1,789,032$32M0.8%2026-Q1
Prospera Financial Services Inc trimmed1,516,744$27M0.7%2026-Q1
Falcon Wealth Planning added1,514,417$27M0.7%2026-Q1
TRUIST FINANCIAL CORP added1,504,232$27M0.7%2026-Q1
AFFINITY WEALTH MANAGEMENT LLC added1,487,952$26M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,368,205$24M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,317,537$23M0.6%2026-Q1
COUNTRY TRUST BANK trimmed1,306,235$23M0.6%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added1,239,522$22M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added1,205,823$21M0.5%2026-Q1
Janney Montgomery Scott LLC trimmed1,155,368$21M0.5%2026-Q1
CITIGROUP INC added1,125,791$20M0.5%2026-Q1
Steward Partners Investment Advisory, LLC added1,024,249$18M0.5%2026-Q1
HCR Wealth Advisors added999,249$18M0.4%2026-Q1
Ashton Thomas Private Wealth, LLC added924,872$16M0.4%2026-Q1
Arax Advisory Partners trimmed868,355$15M0.4%2026-Q1
Kinloch Capital, LLC trimmed859,253$15M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed852,103$15M0.4%2026-Q1
Mariner, LLC trimmed835,276$15M0.4%2026-Q1
Waverly Advisors, LLC added804,883$14M0.4%2026-Q1
Avidian Wealth Enterprises, LLC added784,275$14M0.3%2026-Q1
&PARTNERS added744,790$13M0.3%2026-Q1
Ameritas Investment Partners, Inc. added716,495$13M0.3%2026-Q1
INTEGRITY WEALTH ADVISORS, INC. added695,005$12M0.3%2026-Q1
Parkside Investments, LLC new674,877$12M0.3%2026-Q1
Twelve Points Wealth Management LLC added668,860$12M0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added659,740$12M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added650,615$11M0.3%2026-Q1
Equitable Holdings, Inc. added625,425$11M0.3%2026-Q1
Curran Financial Partners, LLC added635,777$11M0.3%2026-Q1
BANK OF MONTREAL /CAN/ added632,533$11M0.3%2026-Q1
Trinity Legacy Partners, LLC added591,245$11M0.3%2026-Q1
Csenge Advisory Group trimmed595,825$11M0.3%2026-Q1
Summit Financial, LLC trimmed578,594$10M0.3%2026-Q1
Concurrent Investment Advisors, LLC added559,861$10M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added556,769$10M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed554,079$10M0.2%2026-Q1
Quad-Cities Investment Group, LLC added536,184$10M0.2%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed529,304$9M0.2%2026-Q1
Seros Financial, LLC added518,453$9M0.2%2026-Q1
US BANCORP \DE\ added497,762$9M0.2%2026-Q1
Glassy Mountain Advisors, Inc. added494,765$9M0.2%2026-Q1
Chicago Partners Investment Group LLC added472,233$9M0.2%2026-Q1
FIFTH THIRD BANCORP added477,944$8M0.2%2026-Q1
Midwest Heritage Bank, FSB added475,098$8M0.2%2026-Q1
Prasad Wealth Partners, LLC added467,297$8M0.2%2026-Q1
Newman Dignan & Sheerar, Inc. added459,787$8M0.2%2026-Q1
Independent Advisor Alliance trimmed454,311$8M0.2%2026-Q1
Gladstone Institutional Advisory LLC added451,344$8M0.2%2026-Q1
Fifth Third Securities, Inc. added440,420$8M0.2%2026-Q1
OPPENHEIMER & CO INC added435,544$8M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added428,583$8M0.2%2026-Q1
Atria Investments, Inc trimmed428,082$8M0.2%2026-Q1
Gradient Investments LLC added424,145$8M0.2%2026-Q1
Stratos Wealth Partners, LTD. trimmed420,292$7M0.2%2026-Q1
PFS Partners, LLC added406,889$7M0.2%2026-Q1
Glass Jacobson Investment Advisors llc added403,225$7M0.2%2026-Q1
Mainsail Financial Group, LLC added400,852$7M0.2%2026-Q1
STEPHENS INC /AR/ added391,211$7M0.2%2026-Q1
Marion Wealth Management added377,767$7M0.2%2026-Q1
MGO ONE SEVEN LLC added369,930$7M0.2%2026-Q1
HOWARD FINANCIAL SERVICES, LTD. trimmed353,732$6M0.2%2026-Q1
Ironwood Investment Counsel, LLC added346,152$6M0.2%2026-Q1
IMA Advisory Services, Inc. added340,868$6M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. added340,840$6M0.2%2026-Q1
STONEBRIDGE ADVISORS LLC added2,368,824$40M1.0%2025-Q4 stale
State of Tennessee, Department of Treasury added1,832,300$33M0.8%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC added898,623$16M0.4%2025-Q3 stale
Kovitz Investment Group Partners, LLC added874,693$16M0.4%2025-Q3 stale
Transform Wealth, LLC added850,386$15M0.4%2025-Q1 stale
BARCLAYS PLC709,300$13M0.3%2025-Q3 stale
Wealthspire Retirement, LLC trimmed656,384$12M0.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added622,473$11M0.3%2025-Q2 stale
WIN ADVISORS, INC new505,315$9M0.2%2025-Q4 stale
Frisch Financial Group, Inc. added507,992$9M0.2%2025-Q2 stale
COMERICA BANK added476,833$9M0.2%2025-Q4 stale
Ocean Park Asset Management, LLC412,900$8M0.2%2025-Q4 stale
Price Capital Management, Inc. added402,920$7M0.2%2025-Q3 stale
Focus Partners Wealth trimmed345,451$6M0.2%2025-Q1 stale
Lokken Investment Group LLC trimmed323,059$6M0.1%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.

HoldersTotal shares

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.

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