Who owns FQAL
Which tracked institutional funds hold FQAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FQAL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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 FQAL is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 12 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
FQAL’s largest tracked holder by dollar value, FMR LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FQAL 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 152 tracked filers holding FQAL, 75 increased or opened the position and 70 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 FQAL 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 7
- GOLDMAN SACHS GROUP INC$2M
- LVZ, Inc.$1M
- J.W. COLE ADVISORS, INC.$901K
- Elevation Capital Advisory, LLC$802K
- Coppell Advisory Solutions LLC$771K
- Procyon Advisors, LLC$771K
Full exits 4
- SMITH CHAS P & ASSOCIATES PA CPAS$13M
- Sunbelt Securities, Inc.$5M
- Cambridge Investment Research Advisors, Inc.$2M
- HighTower Advisors, LLC$542K
Largest adds
- FMR LLC$64M
- ENVESTNET ASSET MANAGEMENT INC$16M
- RAFFA WEALTH MANAGEMENT, LLC$8M
- Orgel Wealth Management, LLC$7M
- ROYAL BANK OF CANADA$6M
- OSAIC HOLDINGS, INC.$5M
Largest trims
- PRINCIPAL SECURITIES, INC.$5M
- RAYMOND JAMES FINANCIAL INC$3M
- Kestra Advisory Services, LLC$3M
- CITADEL ADVISORS LLC$2M
- JANE STREET GROUP, LLC$2M
- SILVER OAK SECURITIES, INCORPORATED$1M
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 |
|---|---|---|---|---|
| FMR LLC added | 7,086,560 | $577M | 51.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,373,752 | $112M | 10.0% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 885,647 | $72M | 6.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 760,789 | $62M | 5.6% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 424,404 | $35M | 3.1% | 2026-Q2 |
| High Probability Advisors, LLC added | 341,750 | $28M | 2.5% | 2026-Q2 |
| Great Lakes Retirement, Inc. trimmed | 244,059 | $20M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 234,258 | $19M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 163,900 | $13M | 1.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 129,597 | $11M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 123,729 | $10M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 112,573 | $9M | 0.8% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 110,357 | $9M | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 96,159 | $8M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 79,427 | $6M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 75,019 | $6M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 72,896 | $6M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 63,636 | $5M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 62,326 | $5M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 58,474 | $5M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 57,323 | $5M | 0.4% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 53,922 | $4M | 0.4% | 2026-Q2 |
| OmniStar Financial Group, Inc. added | 52,347 | $4M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 49,410 | $4M | 0.4% | 2026-Q2 |
| Madden Advisory Services, Inc. trimmed | 41,701 | $3M | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 38,872 | $3M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 38,324 | $3M | 0.3% | 2026-Q2 |
| Fullerton Advisors, LLC trimmed | 36,375 | $3M | 0.3% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 34,032 | $3M | 0.2% | 2026-Q2 |
| Centerline Wealth Advisors, LLC added | 32,734 | $3M | 0.2% | 2026-Q2 |
| Sequent Asset Management, LLC trimmed | 31,938 | $3M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 28,081 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,850 | $2M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 25,902 | $2M | 0.2% | 2026-Q2 |
| Biondo Investment Advisors, LLC added | 25,813 | $2M | 0.2% | 2026-Q2 |
| Quotient Wealth Partners, LLC trimmed | 25,672 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 22,994 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 20,953 | $2M | 0.2% | 2026-Q2 |
| PKS Advisory Services, LLC added | 20,851 | $2M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 19,815 | $2M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 18,773 | $2M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 18,515 | $2M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 18,353 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 16,850 | $1M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 16,466 | $1M | 0.1% | 2026-Q2 |
| LVZ, Inc. trimmed | 16,302 | $1M | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 16,192 | $1M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 15,838 | $1M | 0.1% | 2026-Q2 |
| Breakwater Capital Group added | 15,308 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 14,967 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,952 | $1M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 13,967 | $1M | 0.1% | 2026-Q2 |
| Bryant Woods Investment Advisors, LLC added | 11,749 | $956K | 0.1% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 11,621 | $946K | 0.1% | 2026-Q2 |
| Flavin Financial Services, Inc. added | 11,450 | $932K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 11,236 | $913K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 11,080 | $901K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 11,052 | $899K | 0.1% | 2026-Q2 |
| Elevation Capital Advisory, LLC new | 9,854 | $802K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,571 | $779K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC new | 9,473 | $771K | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 9,343 | $760K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 9,077 | $739K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 8,572 | $697K | 0.1% | 2026-Q2 |
| CRA Financial Services, LLC | 8,150 | $663K | 0.1% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC | 7,868 | $640K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 7,661 | $271K | 0.0% | 2026-Q2 |
| Atlas Brown,Inc. trimmed | 7,127 | $580K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 7,005 | $570K | 0.1% | 2026-Q2 |
| ALTFEST L J & CO INC trimmed | 6,821 | $555K | 0.0% | 2026-Q2 |
| World Investment Advisors trimmed | 6,622 | $525K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC trimmed | 6,437 | $524K | 0.0% | 2026-Q2 |
| PETTYJOHN, WOOD & WHITE, INC new | 6,294 | $512K | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC added | 5,934 | $483K | 0.0% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 5,909 | $481K | 0.0% | 2026-Q2 |
| Creative Planning added | 5,772 | $470K | 0.0% | 2026-Q2 |
| Regal Investment Advisors LLC added | 5,360 | $436K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 4,854 | $394K | 0.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 4,814 | $392K | 0.0% | 2026-Q2 |
| Ascent Group, LLC added | 4,785 | $389K | 0.0% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 4,767 | $388K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 4,703 | $383K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 4,447 | $362K | 0.0% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 4,376 | $356K | 0.0% | 2026-Q2 |
| Weaver Consulting Group added | 4,317 | $351K | 0.0% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 4,296 | $350K | 0.0% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 4,231 | $344K | 0.0% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 4,209 | $306K | 0.0% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 3,978 | $324K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,894 | $317K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 3,853 | $314K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 3,842 | $313K | 0.0% | 2026-Q2 |
| Colony Family Offices, LLC added | 3,518 | $286K | 0.0% | 2026-Q2 |
| True Wealth Design, LLC | 3,496 | $284K | 0.0% | 2026-Q2 |
| Hurlow Wealth Management Group, Inc. | 3,488 | $284K | 0.0% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC trimmed | 3,452 | $281K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. trimmed | 3,405 | $277K | 0.0% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 3,256 | $277K | 0.0% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 3,244 | $264K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC new | 74 | $771K | 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.