Who owns 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-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
43 tracked funds added or opened FPEI while 26 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
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 2026-Q1 and 2026-Q2, across 206 tracked filers holding FPEI, 96 increased or opened the position and 104 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 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 6
- FIDUCIARY FINANCIAL ADVISORS$12M
- Vise Technologies, Inc.$4M
- VAQUERO PRIVATE WEALTH, LTD$3M
- Bluespring Wealth Management, LLC$2M
- COMPASS FINANCIAL MANAGEMENT LLC$993K
- Flavin Financial Services, Inc.$757K
Full exits 12
- SMITH CHAS P & ASSOCIATES PA CPAS$46M
- JANE STREET GROUP, LLC$27M
- HighTower Advisors, LLC$10M
- CWM, LLC$6M
- HRT FINANCIAL LP$6M
- Baer Investment Advisory LLC$4M
Largest adds
- NewEdge Advisors, LLC$16M
- UBS Group AG$6M
- PARK NATIONAL CORP /OH/$6M
- McAdam, LLC$6M
- LPL Financial LLC$5M
- MORGAN STANLEY$3M
Largest trims
- Merit Financial Group, LLC$6M
- Legacy Edge Advisors, LLC$5M
- Kingsview Wealth Management, LLC$4M
- ADAMSBROWN WEALTH CONSULTANTS LLC$3M
- Baird Financial Group, Inc.$3M
- Visionary Wealth Advisors$2M
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 trimmed | 19,791,490 | $382M | 26.5% | 2026-Q2 |
| UBS Group AG added | 9,981,464 | $193M | 13.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,014,221 | $116M | 8.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,319,825 | $103M | 7.1% | 2026-Q2 |
| LPL Financial LLC added | 4,503,954 | $87M | 6.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,268,729 | $44M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,073,078 | $40M | 2.8% | 2026-Q2 |
| Montis Financial, LLC added | 1,903,858 | $37M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,700,588 | $33M | 2.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,605,335 | $31M | 2.1% | 2026-Q2 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,259,000 | $24M | 1.7% | 2026-Q2 |
| Annex Advisory Services, LLC added | 1,146,209 | $22M | 1.5% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 997,535 | $19M | 1.3% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 941,342 | $18M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 770,219 | $15M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 704,375 | $14M | 0.9% | 2026-Q2 |
| Essex LLC added | 647,803 | $12M | 0.9% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 632,338 | $12M | 0.8% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 623,023 | $12M | 0.8% | 2026-Q2 |
| McAdam, LLC added | 539,081 | $10M | 0.7% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 499,253 | $10M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 470,809 | $9M | 0.6% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 453,864 | $9M | 0.6% | 2026-Q2 |
| Legacy CG, LLC added | 431,768 | $8M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 399,891 | $8M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 378,955 | $7M | 0.5% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 372,937 | $7M | 0.5% | 2026-Q2 |
| Key Financial Inc trimmed | 368,269 | $7M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc added | 356,545 | $7M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 355,978 | $7M | 0.5% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors trimmed | 343,661 | $7M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 332,355 | $6M | 0.4% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 295,710 | $6M | 0.4% | 2026-Q2 |
| Synergy Investment Management, LLC added | 282,341 | $5M | 0.4% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC trimmed | 278,397 | $5M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 210,613 | $4M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 207,958 | $4M | 0.3% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 203,575 | $4M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 194,637 | $4M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 182,028 | $4M | 0.2% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 181,273 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 180,264 | $3M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 175,242 | $3M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 172,426 | $3M | 0.2% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 155,197 | $3M | 0.2% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 131,822 | $3M | 0.2% | 2026-Q2 |
| True Blue Financial, LLC added | 124,755 | $2M | 0.2% | 2026-Q2 |
| 1776 Wealth LLC trimmed | 124,420 | $2M | 0.2% | 2026-Q2 |
| Welch & Forbes LLC trimmed | 123,815 | $2M | 0.2% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 119,371 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 118,267 | $2M | 0.2% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 117,893 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 112,293 | $2M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 111,354 | $2M | 0.1% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 109,750 | $2M | 0.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 106,353 | $2M | 0.1% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. trimmed | 103,531 | $2M | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 102,999 | $2M | 0.1% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 101,592 | $2M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 89,603 | $2M | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 82,759 | $2M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 81,969 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 78,896 | $2M | 0.1% | 2026-Q2 |
| Walker Asset Management, LLC trimmed | 75,712 | $1M | 0.1% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC trimmed | 70,800 | $1M | 0.1% | 2026-Q2 |
| SUTTON PLACE INVESTORS LLC added | 70,179 | $1M | 0.1% | 2026-Q2 |
| Lakeridge Wealth Management LLC trimmed | 69,006 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 68,237 | $1M | 0.1% | 2026-Q2 |
| Merkkuri Wealth Advisors LLC trimmed | 67,046 | $1M | 0.1% | 2026-Q2 |
| Platform Technology Partners trimmed | 66,015 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 56,662 | $1M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 56,430 | $1M | 0.1% | 2026-Q2 |
| United Capital Management of KS, Inc. added | 56,247 | $1M | 0.1% | 2026-Q2 |
| Plotkin Financial Advisors, LLC added | 55,446 | $1M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 54,409 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 54,227 | $1M | 0.1% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 53,177 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 51,869 | $1M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 51,817 | $1,000K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 51,485 | $993K | 0.1% | 2026-Q2 |
| QP WEALTH MANAGEMENT, LLC trimmed | 51,083 | $985K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 50,574 | $976K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 49,408 | $953K | 0.1% | 2026-Q2 |
| Magnus Financial Group LLC added | 48,810 | $942K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 47,963 | $925K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 47,928 | $925K | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 46,710 | $901K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 46,498 | $887K | 0.1% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC trimmed | 46,398 | $895K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 46,114 | $890K | 0.1% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 45,528 | $878K | 0.1% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 44,806 | $864K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 44,408 | $857K | 0.1% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 43,753 | $844K | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 42,959 | $829K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 42,845 | $826K | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 41,908 | $808K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 41,730 | $805K | 0.1% | 2026-Q2 |
| Flavin Financial Services, Inc. added | 39,264 | $757K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 39,072 | $754K | 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.