Who owns FPX
Which tracked institutional funds hold FPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FPX 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
24 tracked funds added or opened FPX while 24 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
FPX’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FPX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FPX 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 210 tracked filers holding FPX, 90 increased or opened the position and 79 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 FPX 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 7
- Ethos Financial Group, LLC$7M
- CITADEL ADVISORS LLC$3M
- TWO SIGMA INVESTMENTS, LP$2M
- Independent Advisor Alliance$634K
- GREAT VALLEY ADVISOR GROUP, INC.$608K
- FLOW TRADERS U.S. LLC$577K
Full exits 5
- BNP PARIBAS FINANCIAL MARKETS$8M
- Kingsview Wealth Management, LLC$6M
- IFG Advisory, LLC$3M
- Private Advisory Group LLC$913K
- Capital Advisory Group Advisory Services, LLC$607K
Largest adds
- BANK OF AMERICA CORP /DE/$9M
- ROYAL BANK OF CANADA$6M
- Proactive Wealth Strategies LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Steward Partners Investment Advisory, LLC$2M
- Gateway Wealth Partners, LLC$1M
Largest trims
- MORGAN STANLEY$12M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
- LPL Financial LLC$8M
- NewEdge Advisors, LLC$5M
- WELLS FARGO & COMPANY/MN$3M
- RAYMOND JAMES FINANCIAL INC$2M
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 trimmed | 603,103 | $96M | 16.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 423,848 | $67M | 11.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 334,974 | $53M | 8.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 204,237 | $32M | 5.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 179,649 | $29M | 4.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 112,977 | $18M | 3.0% | 2026-Q1 |
| Systelligence, LLC trimmed | 101,920 | $16M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 91,342 | $15M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers added | 86,687 | $14M | 2.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 83,399 | $13M | 2.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 62,829 | $10M | 1.7% | 2026-Q1 |
| Cassia Capital Partners, LLC added | 58,822 | $9M | 1.6% | 2026-Q1 |
| UBS Group AG added | 57,752 | $9M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 52,603 | $8M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 52,426 | $8M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,808 | $8M | 1.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 47,107 | $7M | 1.3% | 2026-Q1 |
| Ethos Financial Group, LLC added | 45,500 | $7M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 40,819 | $6M | 1.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 40,613 | $6M | 1.1% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 35,894 | $6M | 1.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 35,067 | $6M | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 34,648 | $6M | 0.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 30,246 | $5M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 25,124 | $4M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 24,630 | $4M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 24,531 | $4M | 0.7% | 2026-Q1 |
| Worthington Financial Partners, LLC trimmed | 23,624 | $4M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 21,432 | $3M | 0.6% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 20,648 | $3M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 19,581 | $3M | 0.5% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 18,672 | $3M | 0.5% | 2026-Q1 |
| Atria Investments, Inc added | 18,002 | $3M | 0.5% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 17,997 | $3M | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 15,785 | $3M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 17,066 | $3M | 0.5% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 16,803 | $3M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 16,738 | $3M | 0.4% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 16,281 | $3M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 15,440 | $3M | 0.4% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 15,383 | $2M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 14,098 | $2M | 0.4% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 13,599 | $2M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 13,270 | $2M | 0.4% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC trimmed | 11,372 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 11,357 | $2M | 0.3% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 11,051 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 9,109 | $1M | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp added | 8,223 | $1M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 8,135 | $1M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC trimmed | 8,011 | $1M | 0.2% | 2026-Q1 |
| Cascade Investment Advisors, Inc. added | 8,006 | $1M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,851 | $1M | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 7,844 | $1M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 7,397 | $1M | 0.2% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA added | 7,282 | $1M | 0.2% | 2026-Q1 |
| Patten Group, Inc. added | 7,283 | $1M | 0.2% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 7,280 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,095 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 6,796 | $1M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC added | 6,500 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 6,492 | $1M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 6,129 | $973K | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 5,169 | $969K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 5,860 | $931K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 5,725 | $909K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 5,205 | $827K | 0.1% | 2026-Q1 |
| Kraft, Davis & Associates, LLC trimmed | 4,509 | $814K | 0.1% | 2026-Q1 |
| RDA Financial Network | 5,017 | $797K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc | 4,826 | $767K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC | 4,300 | $757K | 0.1% | 2026-Q1 |
| PFG Advisors added | 4,721 | $750K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 4,573 | $726K | 0.1% | 2026-Q1 |
| Investors Research Corp trimmed | 4,371 | $694K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC | 4,324 | $687K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 4,160 | $661K | 0.1% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC added | 4,152 | $659K | 0.1% | 2026-Q1 |
| Arax Advisory Partners trimmed | 4,138 | $657K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 3,994 | $634K | 0.1% | 2026-Q1 |
| FMR LLC added | 3,940 | $626K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 3,858 | $613K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 3,830 | $608K | 0.1% | 2026-Q1 |
| Concentrum Wealth Management trimmed | 3,757 | $597K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 3,631 | $577K | 0.1% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV trimmed | 3,610 | $572K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. | 3,458 | $549K | 0.1% | 2026-Q1 |
| Triumph Capital Management added | 3,389 | $538K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 3,335 | $530K | 0.1% | 2026-Q1 |
| Legacy Trust | 3,329 | $529K | 0.1% | 2026-Q1 |
| CW Advisors, LLC added | 98,905 | $14M | 2.4% | 2025-Q2 stale |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $8M | 1.4% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC added | 37,449 | $6M | 1.0% | 2025-Q4 stale |
| IFG Advisory, LLC added | 17,693 | $3M | 0.5% | 2025-Q4 stale |
| Good Life Advisors, LLC trimmed | 17,642 | $3M | 0.4% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 14,194 | $2M | 0.3% | 2025-Q1 stale |
| PRUDENTIAL PLC new | 8,000 | $1M | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 7,082 | $1M | 0.2% | 2025-Q2 stale |
| Brookstone Capital Management new | 5,973 | $992K | 0.2% | 2025-Q3 stale |
| Private Advisory Group LLC added | 5,579 | $913K | 0.2% | 2025-Q4 stale |
| Capital Advisory Group Advisory Services, LLC added | 3,708 | $607K | 0.1% | 2025-Q4 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.