Who owns 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-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
The tracked-fund tape on FYC is one-sided between 2026-Q1 and 2026-Q2: 73 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
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 0.1% 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 2026-Q1 and 2026-Q2, across 167 tracked filers holding FYC, 99 increased or opened the position and 65 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 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 10
- ELEVATION POINT WEALTH PARTNERS, LLC$10M
- Vestmark Advisory Solutions, Inc.$10M
- Redhawk Wealth Advisors, Inc.$5M
- CARY STREET PARTNERS FINANCIAL LLC$3M
- ROMAN BUTLER FULLERTON & CO$3M
- OneAscent Financial Services LLC$2M
Full exits 8
- Cambridge Investment Research Advisors, Inc.$9M
- TWO SIGMA INVESTMENTS, LP$7M
- Janney Montgomery Scott LLC$5M
- Integrated Wealth Concepts LLC$5M
- GOLDMAN SACHS GROUP INC$1M
- Betterment LLC$798K
Largest adds
- LPL Financial LLC$60M
- MORGAN STANLEY$39M
- RAYMOND JAMES FINANCIAL INC$30M
- WELLS FARGO & COMPANY/MN$17M
- Cetera Investment Advisers$12M
- OSAIC HOLDINGS, INC.$10M
Largest trims
- Richmond Investment Services, LLC$4M
- Private Advisor Group, LLC$1M
- Tower Research Capital LLC (TRC)$712K
- Gateway Wealth Partners, LLC$480K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,503,733 | $191M | 20.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 649,982 | $83M | 8.9% | 2026-Q2 |
| MORGAN STANLEY added | 606,270 | $77M | 8.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 472,349 | $60M | 6.5% | 2026-Q2 |
| Cetera Investment Advisers added | 313,216 | $40M | 4.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 248,567 | $32M | 3.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 196,711 | $25M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 193,051 | $25M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 175,628 | $22M | 2.4% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV trimmed | 158,288 | $20M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 156,279 | $20M | 2.2% | 2026-Q2 |
| UBS Group AG trimmed | 154,862 | $20M | 2.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 124,071 | $16M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 112,865 | $14M | 1.6% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC added | 102,390 | $13M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 100,218 | $13M | 1.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 99,874 | $13M | 1.4% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 99,486 | $13M | 1.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 99,023 | $13M | 1.4% | 2026-Q2 |
| IFP Advisors, Inc added | 90,820 | $12M | 1.2% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 78,032 | $10M | 1.1% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 77,150 | $10M | 1.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 75,497 | $10M | 1.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 75,240 | $10M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 64,324 | $8M | 0.9% | 2026-Q2 |
| Warner Group LLC added | 63,773 | $8M | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 54,971 | $7M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 53,629 | $7M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 48,899 | $6M | 0.7% | 2026-Q2 |
| Financial Management, Inc. added | 48,568 | $6M | 0.7% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 46,302 | $6M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,364 | $6M | 0.6% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 41,634 | $5M | 0.6% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 39,716 | $5M | 0.5% | 2026-Q2 |
| &PARTNERS added | 37,935 | $5M | 0.5% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 30,264 | $4M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 27,644 | $4M | 0.4% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 27,275 | $3M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 26,063 | $3M | 0.4% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO new | 25,428 | $3M | 0.3% | 2026-Q2 |
| HFG Advisors, Inc. added | 23,784 | $3M | 0.3% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 23,024 | $3M | 0.3% | 2026-Q2 |
| StoryOne LLC added | 22,632 | $3M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 22,007 | $3M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,469 | $3M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 20,033 | $3M | 0.3% | 2026-Q2 |
| Certified Advisory Corp trimmed | 19,569 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 19,329 | $2M | 0.3% | 2026-Q2 |
| OneAscent Financial Services LLC added | 18,932 | $2M | 0.3% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 18,216 | $2M | 0.3% | 2026-Q2 |
| Quantum Portfolio Management LLC added | 16,142 | $2M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC added | 15,714 | $2M | 0.2% | 2026-Q2 |
| MTM Investment Management, LLC trimmed | 15,403 | $2M | 0.2% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC added | 15,375 | $2M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 14,892 | $2M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 13,382 | $2M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 12,441 | $2M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 12,021 | $2M | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 11,617 | $1M | 0.2% | 2026-Q2 |
| MONEYWISE, INC. trimmed | 11,484 | $1M | 0.2% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 11,335 | $1M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 10,735 | $1M | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 10,513 | $1M | 0.1% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 10,356 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 10,193 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 9,934 | $1M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 9,918 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 9,864 | $1M | 0.1% | 2026-Q2 |
| Private Advisory Group LLC added | 9,846 | $1M | 0.1% | 2026-Q2 |
| Index Technologies Group LLC added | 9,791 | $1M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 9,641 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 9,103 | $1M | 0.1% | 2026-Q2 |
| WILLNER & HELLER, LLC trimmed | 9,093 | $1M | 0.1% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 9,000 | $1M | 0.1% | 2026-Q2 |
| Strategic Equity Management trimmed | 8,939 | $1M | 0.1% | 2026-Q2 |
| Sylvest Advisors, LLC trimmed | 8,260 | $1M | 0.1% | 2026-Q2 |
| PFG Advisors added | 7,673 | $977K | 0.1% | 2026-Q2 |
| Wedmont Private Capital | 7,624 | $929K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 7,243 | $922K | 0.1% | 2026-Q2 |
| Dunhill Financial, LLC | 7,056 | $899K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 6,980 | $889K | 0.1% | 2026-Q2 |
| TruNorth Capital Management, LLC new | 6,720 | $856K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 6,368 | $811K | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 6,012 | $766K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 5,796 | $738K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 5,720 | $728K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 5,063 | $649K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 4,774 | $608K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 4,755 | $605K | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 4,735 | $603K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 4,497 | $573K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC added | 4,102 | $522K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 3,720 | $474K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,660 | $466K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 3,575 | $455K | 0.0% | 2026-Q2 |
| Waterfront Wealth Inc. trimmed | 3,532 | $430K | 0.0% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP new | 3,496 | $445K | 0.0% | 2026-Q2 |
| Echo Wealth Management, LLC added | 3,467 | $442K | 0.0% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 3,275 | $417K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 3,044 | $388K | 0.0% | 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.