Who owns FYLD
Which tracked institutional funds hold FYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FYLD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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 FYLD is one-sided between 2025-Q4 and 2026-Q1: 42 added or opened and 4 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
FYLD’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FYLD 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 90 tracked filers holding FYLD, 57 increased or opened the position and 34 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 FYLD 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 5
- Encompass More Asset Management$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Western Wealth Management, LLC$2M
- MATHER GROUP, LLC.$2M
- Park Edge Advisors, LLC$1M
Full exits 3
- CoreFirst Bank & Trust$2M
- NewEdge Advisors, LLC$1M
- INTEGRITY ALLIANCE, LLC.$621K
Largest adds
- Cambria Investment Management, L.P.$11M
- HighTower Advisors, LLC$7M
- CWM, LLC$7M
- Empowered Funds, LLC$5M
- ROTHSCHILD INVESTMENT LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
Largest trims
- Equitable Holdings, Inc.$1M
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC trimmed | 1,867,693 | $70M | 13.4% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 1,349,532 | $50M | 9.7% | 2026-Q1 |
| CWM, LLC added | 885,215 | $33M | 6.3% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 583,866 | $22M | 4.2% | 2026-Q1 |
| Intellus Advisors LLC added | 571,308 | $21M | 4.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 496,581 | $19M | 3.6% | 2026-Q1 |
| Empowered Funds, LLC added | 460,707 | $17M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 450,687 | $17M | 3.2% | 2026-Q1 |
| ALM First Financial Advisors, LLC | 482,545 | $16M | 3.1% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 396,597 | $15M | 2.8% | 2026-Q1 |
| Focus Partners Wealth trimmed | 377,321 | $14M | 2.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 350,464 | $13M | 2.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 344,996 | $13M | 2.5% | 2026-Q1 |
| Opus Capital Group, LLC trimmed | 289,253 | $11M | 2.1% | 2026-Q1 |
| Verum Partners LLC added | 269,777 | $10M | 1.9% | 2026-Q1 |
| Encompass More Asset Management new | 214,694 | $8M | 1.5% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 174,779 | $7M | 1.3% | 2026-Q1 |
| United Advisor Group, LLC added | 173,993 | $6M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 168,667 | $6M | 1.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 148,846 | $6M | 1.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 166,858 | $5M | 1.0% | 2026-Q1 |
| Aspect Partners, LLC added | 125,492 | $5M | 0.9% | 2026-Q1 |
| Brookstone Capital Management added | 119,473 | $4M | 0.9% | 2026-Q1 |
| Arkadios Wealth Advisors added | 119,473 | $4M | 0.9% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 117,180 | $4M | 0.8% | 2026-Q1 |
| UBS Group AG added | 109,886 | $4M | 0.8% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC trimmed | 99,927 | $4M | 0.7% | 2026-Q1 |
| Savvy Advisors, Inc. added | 96,509 | $4M | 0.7% | 2026-Q1 |
| Kesler, Norman & Wride, LLC added | 94,093 | $4M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 85,285 | $3M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 76,992 | $3M | 0.6% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 68,808 | $3M | 0.5% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 61,377 | $2M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,278 | $2M | 0.4% | 2026-Q1 |
| LANE BROTHERS & CO INC added | 60,159 | $2M | 0.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 54,482 | $2M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 51,181 | $2M | 0.4% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 46,344 | $2M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. new | 45,464 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 40,322 | $2M | 0.3% | 2026-Q1 |
| Summit Financial, LLC | 38,025 | $1M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,971 | $1M | 0.2% | 2026-Q1 |
| Park Edge Advisors, LLC new | 32,499 | $1M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 32,436 | $1M | 0.2% | 2026-Q1 |
| Miller Global Investments, LLC trimmed | 32,137 | $1M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 30,651 | $1M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 28,355 | $1M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 28,259 | $1M | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 26,489 | $989K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 22,657 | $846K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 21,454 | $801K | 0.2% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 21,126 | $789K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 20,453 | $764K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 16,475 | $615K | 0.1% | 2026-Q1 |
| Bravias Capital Group, LLC added | 16,289 | $608K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 14,598 | $545K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 13,950 | $521K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 13,020 | $486K | 0.1% | 2026-Q1 |
| Meridian Financial Partners LLC | 12,644 | $477K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 11,738 | $438K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 10,357 | $387K | 0.1% | 2026-Q1 |
| SAPIENT CAPITAL LLC | 9,905 | $370K | 0.1% | 2026-Q1 |
| COWA, LLC trimmed | 9,596 | $358K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 8,734 | $326K | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT new | 8,026 | $300K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 7,381 | $276K | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 6,925 | $259K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,747 | $252K | 0.0% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 6,713 | $251K | 0.0% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 6,393 | $239K | 0.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 6,031 | $225K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 5,889 | $220K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 5,725 | $214K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 5,661 | $211K | 0.0% | 2026-Q1 |
| Berkeley, Inc trimmed | 5,617 | $210K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 2,679 | $100K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 2,646 | $98K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,563 | $96K | 0.0% | 2026-Q1 |
| Waverly Advisors, LLC new | 2,463 | $92K | 0.0% | 2026-Q1 |
| FMR LLC added | 2,341 | $87K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 1,269 | $46K | 0.0% | 2026-Q1 |
| Independence Bank of Kentucky trimmed | 700 | $26K | 0.0% | 2026-Q1 |
| Smith Anglin Financial, LLC added | 1,747,389 | $51M | 9.8% | 2025-Q2 stale |
| Oregon Pacific Wealth Management, LLC trimmed | 104,988 | $3M | 0.6% | 2025-Q2 stale |
| CoreFirst Bank & Trust added | 51,713 | $2M | 0.3% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT trimmed | 47,874 | $1M | 0.3% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 36,923 | $1M | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 30,365 | $947K | 0.2% | 2025-Q3 stale |
| INTEGRITY ALLIANCE, LLC. added | 19,102 | $621K | 0.1% | 2025-Q4 stale |
| Mariner, LLC added | 18,898 | $589K | 0.1% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC trimmed | 16,611 | $518K | 0.1% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC new | 16,928 | $495K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 11,701 | $315K | 0.1% | 2025-Q1 stale |
| Compound Planning, Inc. trimmed | 9,626 | $313K | 0.1% | 2025-Q4 stale |
| World Investment Advisors trimmed | 7,531 | $235K | 0.0% | 2025-Q3 stale |
| IFG Advisory, LLC trimmed | 6,229 | $202K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 2,324 | $76K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 1,710 | $56K | 0.0% | 2025-Q4 stale |
| Brooklyn Investment Group new | 1,059 | $31K | 0.0% | 2025-Q2 stale |
| SIMPLEX TRADING, LLC new | 800 | $23K | 0.0% | 2025-Q2 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.