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-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on FPX is one-sided between 2026-Q1 and 2026-Q2: 72 added or opened and 15 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 222 tracked filers holding FPX, 101 increased or opened the position and 84 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 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 9
- PRUDENTIAL PLC$18M
- Ocean Park Asset Management, LLC$10M
- GTS SECURITIES LLC$5M
- IFG Advisory, LLC$3M
- AE Wealth Management LLC$2M
- WIN ADVISORS, INC$2M
Full exits 11
- Cambridge Investment Research Advisors, Inc.$10M
- Janney Montgomery Scott LLC$7M
- Ethos Financial Group, LLC$7M
- HighTower Advisors, LLC$4M
- CITADEL ADVISORS LLC$3M
- TWO SIGMA INVESTMENTS, LP$2M
Largest adds
- MORGAN STANLEY$50M
- WELLS FARGO & COMPANY/MN$29M
- LPL Financial LLC$23M
- UBS Group AG$19M
- RAYMOND JAMES FINANCIAL INC$14M
- BANK OF AMERICA CORP /DE/$11M
Largest trims
- OneAscent Financial Services LLC$5M
- Gateway Wealth Partners, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$556K
- CALTON & ASSOCIATES, INC.$493K
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 | 708,691 | $146M | 18.5% | 2026-Q2 |
| LPL Financial LLC added | 440,053 | $91M | 11.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 398,208 | $82M | 10.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 211,381 | $44M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 204,783 | $42M | 5.3% | 2026-Q2 |
| UBS Group AG added | 134,864 | $28M | 3.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 103,461 | $21M | 2.7% | 2026-Q2 |
| Systelligence, LLC added | 102,704 | $21M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 100,541 | $21M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 90,351 | $19M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 89,346 | $19M | 2.3% | 2026-Q2 |
| PRUDENTIAL PLC added | 88,200 | $18M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 80,903 | $17M | 2.1% | 2026-Q2 |
| Cassia Capital Partners, LLC trimmed | 58,652 | $12M | 1.5% | 2026-Q2 |
| Ocean Park Asset Management, LLC new | 50,325 | $10M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 49,825 | $10M | 1.3% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 40,464 | $8M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 37,257 | $8M | 1.0% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 34,277 | $7M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,126 | $7M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 32,630 | $7M | 0.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 32,114 | $7M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 31,443 | $6M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 25,017 | $5M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 24,364 | $5M | 0.6% | 2026-Q2 |
| Worthington Financial Partners, LLC added | 23,924 | $5M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 23,399 | $5M | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC new | 22,933 | $5M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,676 | $4M | 0.5% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 19,905 | $4M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 18,625 | $4M | 0.5% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 18,541 | $4M | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 18,214 | $4M | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 18,047 | $4M | 0.5% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 17,916 | $4M | 0.5% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 16,208 | $3M | 0.4% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 16,118 | $3M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 15,275 | $3M | 0.4% | 2026-Q2 |
| Mosley Wealth Management added | 15,062 | $3M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,890 | $3M | 0.4% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 13,428 | $3M | 0.3% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC trimmed | 11,265 | $2M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 10,903 | $2M | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 10,397 | $2M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 10,149 | $2M | 0.3% | 2026-Q2 |
| Impact Partnership Wealth, LLC trimmed | 9,626 | $2M | 0.3% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 9,456 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 9,454 | $2M | 0.2% | 2026-Q2 |
| WIN ADVISORS, INC new | 8,552 | $2M | 0.2% | 2026-Q2 |
| Cascade Investment Advisors, Inc. added | 8,552 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,373 | $2M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 8,113 | $2M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 8,034 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,849 | $2M | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 7,608 | $2M | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 7,321 | $2M | 0.2% | 2026-Q2 |
| Patten Group, Inc. trimmed | 7,252 | $1M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 7,238 | $1M | 0.2% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 7,179 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 7,062 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA trimmed | 6,993 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 6,886 | $1M | 0.2% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 6,778 | $1M | 0.2% | 2026-Q2 |
| Ancora Advisors LLC | 6,500 | $1M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 6,475 | $1M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 6,469 | $1M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 6,466 | $1M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 5,896 | $1M | 0.2% | 2026-Q2 |
| PFG Advisors added | 5,622 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 5,527 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 5,232 | $1M | 0.1% | 2026-Q2 |
| RDA Financial Network trimmed | 4,992 | $1M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 4,956 | $1M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 4,796 | $989K | 0.1% | 2026-Q2 |
| World Investment Advisors | 4,573 | $726K | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 4,501 | $858K | 0.1% | 2026-Q2 |
| Investors Research Corp | 4,371 | $901K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 4,324 | $892K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC | 4,300 | $887K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 4,201 | $866K | 0.1% | 2026-Q2 |
| FMR LLC added | 4,192 | $864K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 4,165 | $859K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 4,088 | $843K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 4,078 | $841K | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC trimmed | 4,067 | $839K | 0.1% | 2026-Q2 |
| Concentrum Wealth Management | 3,757 | $775K | 0.1% | 2026-Q2 |
| Rubicon Advisors, GP added | 3,544 | $731K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. | 3,458 | $713K | 0.1% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV trimmed | 3,439 | $708K | 0.1% | 2026-Q2 |
| Hershey Financial Advisers, LLC added | 3,382 | $697K | 0.1% | 2026-Q2 |
| Legacy Trust | 3,329 | $686K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 3,312 | $683K | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 3,232 | $666K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 3,230 | $666K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 3,194 | $659K | 0.1% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. | 3,086 | $636K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,051 | $629K | 0.1% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. trimmed | 2,937 | $606K | 0.1% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 2,929 | $604K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 2,867 | $591K | 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.