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Institutional Ownership · SEC Form 13F

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.

209
Institutional holders
78,877,602
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added19,930,888$379M25.1%2026-Q1
UBS Group AG added9,797,349$186M12.3%2026-Q1
BANK OF AMERICA CORP /DE/ added6,017,351$114M7.6%2026-Q1
ROYAL BANK OF CANADA added5,375,215$102M6.8%2026-Q1
LPL Financial LLC trimmed4,283,781$81M5.4%2026-Q1
SMITH CHAS P & ASSOCIATES PA CPAS added2,424,767$46M3.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,076,619$39M2.6%2026-Q1
Montis Financial, LLC added1,816,813$35M2.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,587,812$30M2.0%2026-Q1
TRUIST FINANCIAL CORP added1,467,465$28M1.8%2026-Q1
NewEdge Advisors, LLC trimmed793,314$27M1.8%2026-Q1
JANE STREET GROUP, LLC added1,428,742$27M1.8%2026-Q1
FUKOKU MUTUAL LIFE INSURANCE Co1,259,000$24M1.6%2026-Q1
Legacy Edge Advisors, LLC added1,214,315$23M1.5%2026-Q1
Annex Advisory Services, LLC added1,025,517$19M1.3%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI added996,035$19M1.3%2026-Q1
OSAIC HOLDINGS, INC. added703,169$13M0.9%2026-Q1
Cetera Investment Advisers trimmed673,855$13M0.8%2026-Q1
Essex LLC added645,831$12M0.8%2026-Q1
Baird Financial Group, Inc. added631,986$12M0.8%2026-Q1
INTEGRAL INVESTMENT ADVISORS, INC. added614,923$12M0.8%2026-Q1
HighTower Advisors, LLC added523,479$10M0.7%2026-Q1
Merit Financial Group, LLC trimmed493,707$9M0.6%2026-Q1
Geneos Wealth Management Inc. added487,681$9M0.6%2026-Q1
ADAMSBROWN WEALTH CONSULTANTS LLC added455,046$9M0.6%2026-Q1
Legacy CG, LLC new415,652$8M0.5%2026-Q1
JPMORGAN CHASE & CO trimmed417,320$8M0.5%2026-Q1
Key Financial Inc trimmed395,547$8M0.5%2026-Q1
Kingsview Wealth Management, LLC added372,954$7M0.5%2026-Q1
STIFEL FINANCIAL CORP added368,270$7M0.5%2026-Q1
Elevated Capital Advisors, LLC added367,491$7M0.5%2026-Q1
Westview Management dba Westview Investment Advisors trimmed355,034$7M0.4%2026-Q1
Prospera Financial Services Inc added351,943$7M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed349,676$7M0.4%2026-Q1
CWM, LLC added330,960$6M0.4%2026-Q1
HRT FINANCIAL LP added317,065$6M0.4%2026-Q1
Rockefeller Capital Management L.P. added306,457$6M0.4%2026-Q1
VISTA INVESTMENT MANAGEMENT added279,678$5M0.4%2026-Q1
McAdam, LLC added248,429$5M0.3%2026-Q1
FIRST TRUST ADVISORS LP added213,500$4M0.3%2026-Q1
Synergy Investment Management, LLC added208,278$4M0.3%2026-Q1
VICTORY FINANCIAL GROUP, LLC added185,938$4M0.2%2026-Q1
Baer Investment Advisory LLC new185,938$4M0.2%2026-Q1
Private Advisor Group, LLC trimmed177,403$3M0.2%2026-Q1
FLYNN ZITO CAPITAL MANAGEMENT, LLC added170,481$3M0.2%2026-Q1
MARSHALL INVESTMENT MANAGEMENT, LLC added158,410$3M0.2%2026-Q1
Welch & Forbes LLC trimmed140,771$3M0.2%2026-Q1
PARK NATIONAL CORP /OH/ added135,835$3M0.2%2026-Q1
Veridan Wealth LLC added128,009$2M0.2%2026-Q1
1776 Wealth LLC trimmed124,789$2M0.2%2026-Q1
Janney Montgomery Scott LLC added121,922$2M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added121,120$2M0.2%2026-Q1
Focus Partners Wealth trimmed120,351$2M0.2%2026-Q1
Keebeck Wealth Management added117,430$2M0.1%2026-Q1
WINEBRENNER CAPITAL MANAGEMENT LLC trimmed116,928$2M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed113,602$2M0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed111,677$2M0.1%2026-Q1
BEACON FINANCIAL GROUP trimmed107,128$2M0.1%2026-Q1
StoneCrest Wealth Management, Inc. trimmed105,581$2M0.1%2026-Q1
True Blue Financial, LLC trimmed103,539$2M0.1%2026-Q1
Visionary Wealth Advisors added103,512$2M0.1%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed90,879$2M0.1%2026-Q1
FIFTH THIRD BANCORP new90,174$2M0.1%2026-Q1
Steward Partners Investment Advisory, LLC trimmed79,982$2M0.1%2026-Q1
J.W. COLE ADVISORS, INC. trimmed79,271$2M0.1%2026-Q1
Merkkuri Wealth Advisors LLC trimmed76,850$1M0.1%2026-Q1
Walker Asset Management, LLC76,562$1M0.1%2026-Q1
Investment Partners Asset Management, Inc. added74,885$1M0.1%2026-Q1
FWL INVESTMENT MANAGEMENT, LLC added73,271$1M0.1%2026-Q1
Lakeridge Wealth Management LLC trimmed73,208$1M0.1%2026-Q1
Jaffetilchin Investment Partners, LLC trimmed71,872$1M0.1%2026-Q1
SUTTON PLACE INVESTORS LLC added69,368$1M0.1%2026-Q1
WEDBUSH SECURITIES INC trimmed68,812$1M0.1%2026-Q1
Sigma Planning Corp added67,531$1M0.1%2026-Q1
Platform Technology Partners added66,481$1M0.1%2026-Q1
ROMAN BUTLER FULLERTON & CO62,992$1M0.1%2026-Q1
Independent Advisor Alliance trimmed62,537$1M0.1%2026-Q1
Princeton Global Asset Management LLC trimmed59,271$1M0.1%2026-Q1
TRUSTMARK BANK TRUST DEPARTMENT trimmed58,928$1M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added55,226$1M0.1%2026-Q1
Ritter Daniher Financial Advisory LLC / DE added54,675$1M0.1%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed54,392$1M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added54,363$1M0.1%2026-Q1
Sovran Advisors, LLC added53,831$1M0.1%2026-Q1
RFG Advisory, LLC added53,801$1M0.1%2026-Q1
United Capital Management of KS, Inc. added53,362$1M0.1%2026-Q1
&PARTNERS added52,028$987K0.1%2026-Q1
QP WEALTH MANAGEMENT, LLC trimmed51,810$984K0.1%2026-Q1
Citizens Business Bank added937,794$18M1.2%2025-Q1 stale
Ocean Park Asset Management, LLC355,500$7M0.5%2025-Q4 stale
Synergy Asset Management, LLC trimmed177,348$3M0.2%2025-Q4 stale
Wayfinding Financial, LLC added158,332$3M0.2%2025-Q3 stale
von Borstel & Associates, Inc. new136,570$3M0.2%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC trimmed115,827$2M0.1%2025-Q2 stale
TrueWealth Financial Partners new111,376$2M0.1%2025-Q4 stale
Financial Advocates Investment Management trimmed107,361$2M0.1%2025-Q2 stale
COMERICA BANK trimmed90,615$2M0.1%2025-Q4 stale
PRINCIPAL SECURITIES, INC. added83,245$2M0.1%2025-Q4 stale
SILVER OAK SECURITIES, INCORPORATED added53,901$1M0.1%2025-Q4 stale
Gladstone Institutional Advisory LLC trimmed54,156$1M0.1%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.

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.

Learn how to read institutional ownership