Who owns FPEI (FPEI)
Which tracked institutional funds hold FPEI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FPEI 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
39 tracked funds added or opened FPEI while 36 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
FPEI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% 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 FPEI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FPEI 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 209 tracked filers holding FPEI, 116 increased or opened the position and 98 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 FPEI 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 9
- JANE STREET GROUP, LLC$27M
- Legacy CG, LLC$8M
- HRT FINANCIAL LP$6M
- Baer Investment Advisory LLC$4M
- FIFTH THIRD BANCORP$2M
- Independent Advisor Alliance$1M
Full exits 9
- Ocean Park Asset Management, LLC$7M
- Synergy Asset Management, LLC$3M
- TrueWealth Financial Partners$2M
- COMERICA BANK$2M
- PRINCIPAL SECURITIES, INC.$2M
- SILVER OAK SECURITIES, INCORPORATED$1M
Largest adds
- BANK OF AMERICA CORP /DE/$24M
- MORGAN STANLEY$19M
- UBS Group AG$12M
- ROYAL BANK OF CANADA$5M
- RAYMOND JAMES FINANCIAL INC$4M
- Geneos Wealth Management Inc.$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$369M
- Merit Financial Group, LLC$27M
- NewEdge Advisors, LLC$22M
- ENVESTNET ASSET MANAGEMENT INC$7M
- LPL Financial LLC$3M
- Collaborative Wealth Managment Inc.$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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 19,930,888 | $379M | 25.1% | 2026-Q1 |
| UBS Group AG added | 9,797,349 | $186M | 12.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,017,351 | $114M | 7.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,375,215 | $102M | 6.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 4,283,781 | $81M | 5.4% | 2026-Q1 |
| SMITH CHAS P & ASSOCIATES PA CPAS added | 2,424,767 | $46M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,076,619 | $39M | 2.6% | 2026-Q1 |
| Montis Financial, LLC added | 1,816,813 | $35M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,587,812 | $30M | 2.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,467,465 | $28M | 1.8% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 793,314 | $27M | 1.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,428,742 | $27M | 1.8% | 2026-Q1 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,259,000 | $24M | 1.6% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 1,214,315 | $23M | 1.5% | 2026-Q1 |
| Annex Advisory Services, LLC added | 1,025,517 | $19M | 1.3% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 996,035 | $19M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 703,169 | $13M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 673,855 | $13M | 0.8% | 2026-Q1 |
| Essex LLC added | 645,831 | $12M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 631,986 | $12M | 0.8% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 614,923 | $12M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 523,479 | $10M | 0.7% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 493,707 | $9M | 0.6% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 487,681 | $9M | 0.6% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 455,046 | $9M | 0.6% | 2026-Q1 |
| Legacy CG, LLC new | 415,652 | $8M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 417,320 | $8M | 0.5% | 2026-Q1 |
| Key Financial Inc trimmed | 395,547 | $8M | 0.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 372,954 | $7M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 368,270 | $7M | 0.5% | 2026-Q1 |
| Elevated Capital Advisors, LLC added | 367,491 | $7M | 0.5% | 2026-Q1 |
| Westview Management dba Westview Investment Advisors trimmed | 355,034 | $7M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 351,943 | $7M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 349,676 | $7M | 0.4% | 2026-Q1 |
| CWM, LLC added | 330,960 | $6M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 317,065 | $6M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 306,457 | $6M | 0.4% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 279,678 | $5M | 0.4% | 2026-Q1 |
| McAdam, LLC added | 248,429 | $5M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 213,500 | $4M | 0.3% | 2026-Q1 |
| Synergy Investment Management, LLC added | 208,278 | $4M | 0.3% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 185,938 | $4M | 0.2% | 2026-Q1 |
| Baer Investment Advisory LLC new | 185,938 | $4M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 177,403 | $3M | 0.2% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 170,481 | $3M | 0.2% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 158,410 | $3M | 0.2% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 140,771 | $3M | 0.2% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 135,835 | $3M | 0.2% | 2026-Q1 |
| Veridan Wealth LLC added | 128,009 | $2M | 0.2% | 2026-Q1 |
| 1776 Wealth LLC trimmed | 124,789 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 121,922 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 121,120 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 120,351 | $2M | 0.2% | 2026-Q1 |
| Keebeck Wealth Management added | 117,430 | $2M | 0.1% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 116,928 | $2M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 113,602 | $2M | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 111,677 | $2M | 0.1% | 2026-Q1 |
| BEACON FINANCIAL GROUP trimmed | 107,128 | $2M | 0.1% | 2026-Q1 |
| StoneCrest Wealth Management, Inc. trimmed | 105,581 | $2M | 0.1% | 2026-Q1 |
| True Blue Financial, LLC trimmed | 103,539 | $2M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 103,512 | $2M | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 90,879 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 90,174 | $2M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 79,982 | $2M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 79,271 | $2M | 0.1% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC trimmed | 76,850 | $1M | 0.1% | 2026-Q1 |
| Walker Asset Management, LLC | 76,562 | $1M | 0.1% | 2026-Q1 |
| Investment Partners Asset Management, Inc. added | 74,885 | $1M | 0.1% | 2026-Q1 |
| FWL INVESTMENT MANAGEMENT, LLC added | 73,271 | $1M | 0.1% | 2026-Q1 |
| Lakeridge Wealth Management LLC trimmed | 73,208 | $1M | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 71,872 | $1M | 0.1% | 2026-Q1 |
| SUTTON PLACE INVESTORS LLC added | 69,368 | $1M | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 68,812 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 67,531 | $1M | 0.1% | 2026-Q1 |
| Platform Technology Partners added | 66,481 | $1M | 0.1% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO | 62,992 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 62,537 | $1M | 0.1% | 2026-Q1 |
| Princeton Global Asset Management LLC trimmed | 59,271 | $1M | 0.1% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 58,928 | $1M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 55,226 | $1M | 0.1% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 54,675 | $1M | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 54,392 | $1M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 54,363 | $1M | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC added | 53,831 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 53,801 | $1M | 0.1% | 2026-Q1 |
| United Capital Management of KS, Inc. added | 53,362 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 52,028 | $987K | 0.1% | 2026-Q1 |
| QP WEALTH MANAGEMENT, LLC trimmed | 51,810 | $984K | 0.1% | 2026-Q1 |
| Citizens Business Bank added | 937,794 | $18M | 1.2% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC | 355,500 | $7M | 0.5% | 2025-Q4 stale |
| Synergy Asset Management, LLC trimmed | 177,348 | $3M | 0.2% | 2025-Q4 stale |
| Wayfinding Financial, LLC added | 158,332 | $3M | 0.2% | 2025-Q3 stale |
| von Borstel & Associates, Inc. new | 136,570 | $3M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 115,827 | $2M | 0.1% | 2025-Q2 stale |
| TrueWealth Financial Partners new | 111,376 | $2M | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 107,361 | $2M | 0.1% | 2025-Q2 stale |
| COMERICA BANK trimmed | 90,615 | $2M | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 83,245 | $2M | 0.1% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 53,901 | $1M | 0.1% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC trimmed | 54,156 | $1M | 0.1% | 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.