Who owns FYC (FYC)
Which tracked institutional funds hold FYC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FYC 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
The tracked-fund tape on FYC is one-sided between 2025-Q4 and 2026-Q1: 49 added or opened and 13 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
FYC’s largest tracked holder by dollar value, LPL Financial 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 gap the other way — the median holder sizes FYC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FYC 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 153 tracked filers holding FYC, 99 increased or opened the position and 44 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 FYC 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 13
- Integrity Advisory Solutions, LLC$9M
- TWO SIGMA INVESTMENTS, LP$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- GOLDMAN SACHS GROUP INC$1M
- CITADEL ADVISORS LLC$1M
- Summit Financial, LLC$1M
Full exits 6
- FIRST TRUST ADVISORS LP$21M
- Redhawk Wealth Advisors, Inc.$5M
- Pursuit Wealth Management LLC$2M
- Private Advisory Group LLC$919K
- Ferguson Shapiro LLC$905K
- COMERICA BANK$569K
Largest adds
- LPL Financial LLC$18M
- STIFEL FINANCIAL CORP$17M
- RAYMOND JAMES FINANCIAL INC$11M
- MORGAN STANLEY$10M
- UBS Group AG$9M
- WELLS FARGO & COMPANY/MN$8M
Largest trims
- JANE STREET GROUP, LLC$3M
- VISTA INVESTMENT PARTNERS II, LLC$2M
- FOUNDERS FINANCIAL SECURITIES LLC$673K
- NEW WAVE WEALTH ADVISORS LLC$575K
- Independent Wealth Network Inc.$423K
- US BANCORP \DE\$409K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,360,284 | $132M | 19.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 544,962 | $53M | 7.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 443,572 | $43M | 6.4% | 2026-Q1 |
| MORGAN STANLEY added | 394,547 | $38M | 5.7% | 2026-Q1 |
| Cetera Investment Advisers added | 289,684 | $28M | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 244,266 | $24M | 3.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 196,613 | $19M | 2.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 185,425 | $18M | 2.7% | 2026-Q1 |
| UBS Group AG added | 174,614 | $17M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 171,140 | $17M | 2.5% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 159,243 | $15M | 2.3% | 2026-Q1 |
| Richmond Investment Services, LLC added | 146,944 | $14M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 102,487 | $10M | 1.5% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC trimmed | 101,463 | $10M | 1.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 100,379 | $10M | 1.5% | 2026-Q1 |
| Integrity Advisory Solutions, LLC new | 97,707 | $9M | 1.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 92,515 | $9M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 91,307 | $9M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 87,736 | $9M | 1.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 86,846 | $8M | 1.3% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 77,173 | $7M | 1.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 72,917 | $7M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 67,700 | $7M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 60,864 | $6M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 57,512 | $6M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 53,085 | $5M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 51,188 | $5M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 49,509 | $5M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 46,094 | $4M | 0.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 43,468 | $4M | 0.6% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 40,525 | $4M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 37,326 | $4M | 0.5% | 2026-Q1 |
| &PARTNERS added | 35,891 | $3M | 0.5% | 2026-Q1 |
| Paller Financial Services Inc trimmed | 31,793 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,465 | $3M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 27,078 | $3M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,702 | $2M | 0.4% | 2026-Q1 |
| StoryOne LLC | 0 | $2M | 0.3% | 2026-Q1 |
| HFG Advisors, Inc. added | 23,128 | $2M | 0.3% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 21,809 | $2M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 20,549 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 20,131 | $2M | 0.3% | 2026-Q1 |
| Certified Advisory Corp added | 19,637 | $2M | 0.3% | 2026-Q1 |
| Warner Group LLC added | 19,069 | $2M | 0.3% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 18,615 | $2M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 17,972 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 17,199 | $2M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 15,922 | $2M | 0.2% | 2026-Q1 |
| MTM Investment Management, LLC | 15,753 | $2M | 0.2% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 15,276 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 15,019 | $1M | 0.2% | 2026-Q1 |
| Brookwood Investment Group LLC added | 13,888 | $1M | 0.2% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 13,385 | $1M | 0.2% | 2026-Q1 |
| Quantum Portfolio Management LLC trimmed | 13,125 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 12,711 | $1M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 12,570 | $1M | 0.2% | 2026-Q1 |
| MONEYWISE, INC. trimmed | 11,990 | $1M | 0.2% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 11,694 | $1M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 11,665 | $1M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 11,492 | $1M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 10,735 | $1M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 9,795 | $1M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC | 10,379 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 9,674 | $956K | 0.1% | 2026-Q1 |
| WILLNER & HELLER, LLC added | 9,217 | $894K | 0.1% | 2026-Q1 |
| Strategic Equity Management trimmed | 9,027 | $875K | 0.1% | 2026-Q1 |
| Sylvest Advisors, LLC added | 8,510 | $825K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 8,379 | $813K | 0.1% | 2026-Q1 |
| Betterment LLC new | 8,226 | $798K | 0.1% | 2026-Q1 |
| Wedmont Private Capital | 7,624 | $781K | 0.1% | 2026-Q1 |
| Index Technologies Group LLC trimmed | 7,968 | $773K | 0.1% | 2026-Q1 |
| Clear Point Advisors Inc. added | 7,753 | $752K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 7,660 | $743K | 0.1% | 2026-Q1 |
| Dunhill Financial, LLC | 7,056 | $684K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 6,776 | $657K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC new | 6,766 | $656K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 6,605 | $641K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 6,147 | $596K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 6,077 | $589K | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 5,973 | $579K | 0.1% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 5,495 | $533K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 5,234 | $511K | 0.1% | 2026-Q1 |
| Independent Wealth Network Inc. trimmed | 4,896 | $475K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 4,816 | $467K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 4,733 | $459K | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 4,614 | $447K | 0.1% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS II, LLC trimmed | 4,551 | $441K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 216,354 | $21M | 3.1% | 2025-Q4 stale |
| Brueske Advisory Services, LLC trimmed | 86,960 | $8M | 1.2% | 2025-Q3 stale |
| Redhawk Wealth Advisors, Inc. trimmed | 48,569 | $5M | 0.7% | 2025-Q4 stale |
| Pursuit Wealth Management LLC new | 24,013 | $2M | 0.3% | 2025-Q4 stale |
| Atria Investments, Inc added | 17,133 | $1M | 0.2% | 2025-Q2 stale |
| OneAscent Financial Services LLC added | 17,133 | $1M | 0.2% | 2025-Q2 stale |
| G&S Capital LLC added | 14,292 | $983K | 0.1% | 2025-Q1 stale |
| Private Advisory Group LLC trimmed | 9,557 | $919K | 0.1% | 2025-Q4 stale |
| Ferguson Shapiro LLC added | 9,411 | $905K | 0.1% | 2025-Q4 stale |
| Nilsine Partners, LLC added | 8,410 | $579K | 0.1% | 2025-Q1 stale |
| COMERICA BANK added | 5,923 | $569K | 0.1% | 2025-Q4 stale |
| Lifetime Wealth Management P.C. new | 31 | $497K | 0.1% | 2025-Q4 stale |
| MGB Wealth Management, LLC new | 5,050 | $485K | 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.