Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
90 tracked funds added or opened FPE while 55 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.2% 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 2026-Q1 and 2026-Q2, across 445 tracked filers holding FPE, 239 increased or opened the position and 208 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 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 18
- FIDUCIARY FINANCIAL ADVISORS$14M
- Wealthspire Retirement, LLC$11M
- Blackhawk Capital Partners, LLC$7M
- ARQ WEALTH ADVISORS, LLC$6M
- Triumph Capital Management$6M
- Bluespring Wealth Management, LLC$4M
Full exits 25
- HighTower Advisors, LLC$61M
- JANE STREET GROUP, LLC$32M
- Cambridge Investment Research Advisors, Inc.$21M
- Janney Montgomery Scott LLC$21M
- INTEGRITY WEALTH ADVISORS, INC.$12M
- Independent Advisor Alliance$8M
Largest adds
- WELLS FARGO & COMPANY/MN$26M
- MORGAN STANLEY$21M
- LPL Financial LLC$14M
- BANK OF AMERICA CORP /DE/$9M
- Parkside Investments, LLC$6M
- Cetera Investment Advisers$6M
Largest trims
- Kinloch Capital, LLC$7M
- Mariner, LLC$6M
- MGO ONE SEVEN LLC$5M
- Dakota Wealth Management$3M
- Equitable Holdings, Inc.$3M
- UBS Group AG$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 53,554,746 | $958M | 24.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 19,584,015 | $350M | 9.0% | 2026-Q2 |
| LPL Financial LLC added | 18,509,769 | $331M | 8.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 18,324,364 | $328M | 8.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 10,005,158 | $179M | 4.6% | 2026-Q2 |
| UBS Group AG trimmed | 9,120,419 | $163M | 4.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 9,085,190 | $162M | 4.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 5,248,497 | $94M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 3,276,892 | $59M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,606,231 | $47M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,516,214 | $45M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,421,331 | $43M | 1.1% | 2026-Q2 |
| MAI Capital Management added | 2,219,975 | $40M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,216,273 | $40M | 1.0% | 2026-Q2 |
| Advisory Alpha, LLC added | 2,184,822 | $39M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 2,041,355 | $36M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 2,028,641 | $36M | 0.9% | 2026-Q2 |
| Magnus Financial Group LLC added | 1,959,719 | $35M | 0.9% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 1,903,567 | $34M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,550,463 | $28M | 0.7% | 2026-Q2 |
| Falcon Wealth Planning added | 1,534,702 | $27M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,533,802 | $27M | 0.7% | 2026-Q2 |
| AFFINITY WEALTH MANAGEMENT LLC added | 1,508,832 | $27M | 0.7% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 1,413,667 | $25M | 0.6% | 2026-Q2 |
| COUNTRY TRUST BANK added | 1,309,301 | $23M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,303,372 | $23M | 0.6% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 1,293,097 | $23M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,102,564 | $20M | 0.5% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 1,092,360 | $20M | 0.5% | 2026-Q2 |
| HCR Wealth Advisors added | 1,027,972 | $18M | 0.5% | 2026-Q2 |
| Parkside Investments, LLC added | 1,021,131 | $18M | 0.5% | 2026-Q2 |
| CITIGROUP INC trimmed | 984,754 | $18M | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 894,648 | $16M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 862,964 | $15M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 842,725 | $15M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 816,488 | $15M | 0.4% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 799,715 | $14M | 0.4% | 2026-Q2 |
| &PARTNERS added | 790,728 | $14M | 0.4% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 787,556 | $14M | 0.4% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 775,066 | $14M | 0.4% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 754,936 | $13M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 741,502 | $13M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 735,831 | $13M | 0.3% | 2026-Q2 |
| Curran Financial Partners, LLC added | 715,791 | $13M | 0.3% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 634,468 | $11M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 630,773 | $11M | 0.3% | 2026-Q2 |
| Trinity Legacy Partners, LLC added | 628,202 | $11M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 611,306 | $11M | 0.3% | 2026-Q2 |
| Csenge Advisory Group added | 596,441 | $11M | 0.3% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 564,160 | $10M | 0.3% | 2026-Q2 |
| Seros Financial, LLC added | 555,256 | $10M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 546,256 | $10M | 0.3% | 2026-Q2 |
| Glassy Mountain Advisors, Inc. added | 537,655 | $10M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 518,224 | $9M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 502,570 | $9M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 499,130 | $9M | 0.2% | 2026-Q2 |
| Midwest Heritage Bank, FSB added | 495,910 | $9M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 494,700 | $9M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 494,301 | $9M | 0.2% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 483,745 | $9M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 481,579 | $9M | 0.2% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. added | 478,985 | $9M | 0.2% | 2026-Q2 |
| Prasad Wealth Partners, LLC added | 470,663 | $8M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 467,096 | $8M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 464,148 | $8M | 0.2% | 2026-Q2 |
| Kinloch Capital, LLC trimmed | 450,032 | $8M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 442,504 | $8M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 440,514 | $8M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 436,935 | $8M | 0.2% | 2026-Q2 |
| PFS Partners, LLC added | 422,184 | $8M | 0.2% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 407,228 | $7M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 395,161 | $7M | 0.2% | 2026-Q2 |
| Marion Wealth Management added | 390,957 | $7M | 0.2% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 387,592 | $7M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 360,906 | $6M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 357,462 | $6M | 0.2% | 2026-Q2 |
| Juno Financial Group LLC added | 350,656 | $6M | 0.2% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 342,759 | $6M | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 341,178 | $6M | 0.2% | 2026-Q2 |
| Ironwood Investment Counsel, LLC trimmed | 338,684 | $6M | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 334,419 | $6M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 328,945 | $6M | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 326,283 | $6M | 0.1% | 2026-Q2 |
| Traction Financial Partners, LLC added | 318,020 | $6M | 0.1% | 2026-Q2 |
| Mainsail Financial Group, LLC trimmed | 314,191 | $6M | 0.1% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 313,744 | $6M | 0.1% | 2026-Q2 |
| Family Legacy, Inc. trimmed | 303,714 | $5M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 298,387 | $5M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 281,604 | $5M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 279,968 | $5M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 270,705 | $5M | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 253,137 | $5M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 250,098 | $4M | 0.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 248,590 | $4M | 0.1% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 247,378 | $4M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 240,907 | $4M | 0.1% | 2026-Q2 |
| Note Advisors, LLC added | 235,753 | $4M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 234,136 | $4M | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 229,813 | $4M | 0.1% | 2026-Q2 |
| Private Wealth Asset Management, LLC added | 229,811 | $4M | 0.1% | 2026-Q2 |
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.