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-Q2 13F filings (latest filed 2026-08-18). 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
17 tracked funds added or opened FYLD while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 7.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.4pp 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 2026-Q1 and 2026-Q2, across 86 tracked filers holding FYLD, 56 increased or opened the position and 38 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 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 2
- R2 Capital Strategies, LLC$3M
- NewEdge Advisors, LLC$1M
Full exits 8
- HighTower Advisors, LLC$70M
- CWM, LLC$33M
- Cambridge Investment Research Advisors, Inc.$13M
- Opus Capital Group, LLC$11M
- JANE STREET GROUP, LLC$6M
- Sunbelt Securities, Inc.$2M
Largest adds
- ALM First Financial Advisors, LLC$38M
- UBS Group AG$4M
- Park Edge Advisors, LLC$3M
- ARQ WEALTH ADVISORS, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- Beacon Pointe Advisors, LLC$1M
Largest trims
- Cambria Investment Management, L.P.$9M
- Modern Wealth Management, LLC$2M
- Focus Partners Wealth$426K
- Aspect Partners, LLC$423K
- Fermata Advisors, LLC$363K
- Intellus Advisors LLC$309K
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 |
|---|---|---|---|---|
| ALM First Financial Advisors, LLC added | 1,477,500 | $54M | 9.5% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 1,141,239 | $42M | 7.4% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 604,453 | $22M | 3.9% | 2026-Q2 |
| Intellus Advisors LLC added | 576,078 | $21M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 520,463 | $19M | 3.4% | 2026-Q2 |
| Empowered Funds, LLC added | 469,715 | $17M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 462,147 | $17M | 3.0% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 408,176 | $15M | 2.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 374,380 | $14M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 355,326 | $13M | 2.3% | 2026-Q2 |
| Verum Partners LLC added | 298,594 | $11M | 1.9% | 2026-Q2 |
| Encompass More Asset Management added | 229,396 | $8M | 1.5% | 2026-Q2 |
| UBS Group AG added | 212,615 | $8M | 1.4% | 2026-Q2 |
| United Advisor Group, LLC added | 183,160 | $7M | 1.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 176,794 | $6M | 1.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 170,511 | $6M | 1.1% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 168,877 | $6M | 1.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 146,113 | $6M | 1.0% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 130,062 | $5M | 0.8% | 2026-Q2 |
| Brookstone Capital Management added | 127,183 | $5M | 0.8% | 2026-Q2 |
| Arkadios Wealth Advisors added | 127,183 | $5M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 120,759 | $4M | 0.8% | 2026-Q2 |
| Aspect Partners, LLC trimmed | 116,809 | $4M | 0.8% | 2026-Q2 |
| Park Edge Advisors, LLC added | 109,578 | $4M | 0.7% | 2026-Q2 |
| Kesler, Norman & Wride, LLC added | 96,884 | $4M | 0.6% | 2026-Q2 |
| Savvy Advisors, Inc. added | 96,771 | $4M | 0.6% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 94,574 | $3M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 75,649 | $3M | 0.5% | 2026-Q2 |
| LANE BROTHERS & CO INC trimmed | 58,637 | $2M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 57,210 | $2M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 55,800 | $2M | 0.4% | 2026-Q2 |
| CoreFirst Bank & Trust added | 55,309 | $2M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 53,381 | $2M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 47,137 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 43,199 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 42,567 | $2M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 39,362 | $1M | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 38,869 | $1M | 0.3% | 2026-Q2 |
| Summit Financial, LLC | 38,025 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 37,293 | $1M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 34,706 | $1M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 34,452 | $1M | 0.2% | 2026-Q2 |
| Miller Global Investments, LLC trimmed | 31,837 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 27,487 | $1M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 27,459 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 24,387 | $890K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 23,403 | $854K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 21,277 | $776K | 0.1% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 17,885 | $653K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 17,408 | $635K | 0.1% | 2026-Q2 |
| Bravias Capital Group, LLC added | 16,368 | $597K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 13,565 | $495K | 0.1% | 2026-Q2 |
| Meridian Financial Partners LLC added | 12,665 | $482K | 0.1% | 2026-Q2 |
| COWA, LLC added | 12,768 | $466K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 12,308 | $449K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 12,197 | $445K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC new | 9,908 | $362K | 0.1% | 2026-Q2 |
| SAPIENT CAPITAL LLC | 9,905 | $361K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 8,411 | $307K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 7,150 | $261K | 0.0% | 2026-Q2 |
| Regal Investment Advisors LLC | 6,925 | $253K | 0.0% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 6,778 | $247K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,709 | $245K | 0.0% | 2026-Q2 |
| ZEGA Investments, LLC new | 6,533 | $238K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC added | 6,234 | $227K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 5,978 | $218K | 0.0% | 2026-Q2 |
| Berkeley, Inc added | 5,635 | $206K | 0.0% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 5,582 | $204K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 5,527 | $202K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 4,115 | $150K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,899 | $142K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,723 | $99K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,563 | $94K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,510 | $92K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 2,450 | $89K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 2,312 | $84K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,571 | $58K | 0.0% | 2026-Q2 |
| Independence Bank of Kentucky | 700 | $26K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 531 | $19K | 0.0% | 2026-Q2 |
| Essential Partners LLC | 464 | $17K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 217 | $8K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 216 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 195 | $7K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 138 | $5K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 24 | $876 | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 18 | $668 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 1,867,693 | $70M | 12.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 885,215 | $33M | 5.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 350,464 | $13M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Opus Capital Group, LLC trimmed | 289,253 | $11M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 168,667 | $6M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 61,377 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,278 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC trimmed | 26,489 | $989K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| INTEGRITY ALLIANCE, LLC. added | 19,102 | $621K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NAPA WEALTH MANAGEMENT trimmed | 47,874 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 30,365 | $947K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC added | 18,898 | $589K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Smith Anglin Financial, LLC added | 1,747,389 | $51M | 9.0% | 2025-Q2 stale (4 quarters behind) |
| Oregon Pacific Wealth Management, LLC trimmed | 104,988 | $3M | 0.5% | 2025-Q2 stale (4 quarters behind) |
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.