Who owns FYX
Which tracked institutional funds hold FYX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FYX 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 FYX is one-sided between 2026-Q1 and 2026-Q2: 66 added or opened and 17 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
FYX’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, 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 FYX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FYX 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 194 tracked filers holding FYX, 98 increased or opened the position and 83 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 FYX 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 13
- Arrow Investment Advisors, LLC$5M
- Dorsey Wright & Associates$4M
- ROMAN BUTLER FULLERTON & CO$3M
- Riggs Asset Managment Co. Inc.$2M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- POWER WEALTH MANAGEMENT LLC$1M
Full exits 11
- Janney Montgomery Scott LLC$30M
- Cambridge Investment Research Advisors, Inc.$8M
- HighTower Advisors, LLC$4M
- CWM, LLC$3M
- Virtu Financial LLC$3M
- Milestones Private Investment Advisors LLC$2M
Largest adds
- WELLS FARGO & COMPANY/MN$38M
- LPL Financial LLC$26M
- UBS Group AG$25M
- MORGAN STANLEY$20M
- ROYAL BANK OF CANADA$17M
- Genesee Capital Advisors, LLC$16M
Largest trims
- CITADEL ADVISORS LLC$3M
- JANE STREET GROUP, LLC$2M
- RFG Advisory, LLC$2M
- MERCER GLOBAL ADVISORS INC /ADV$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$711K
- Maridea Wealth Management LLC$454K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 715,280 | $103M | 11.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 704,083 | $102M | 11.1% | 2026-Q2 |
| LPL Financial LLC added | 683,900 | $99M | 10.8% | 2026-Q2 |
| MORGAN STANLEY added | 678,078 | $98M | 10.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 435,608 | $63M | 6.8% | 2026-Q2 |
| UBS Group AG added | 421,883 | $61M | 6.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 357,405 | $52M | 5.6% | 2026-Q2 |
| Genesee Capital Advisors, LLC added | 163,889 | $24M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 151,913 | $22M | 2.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 120,332 | $17M | 1.9% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 107,601 | $16M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 101,266 | $15M | 1.6% | 2026-Q2 |
| Crusonia Wealth Advisors LLC trimmed | 73,453 | $11M | 1.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 71,639 | $10M | 1.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 66,712 | $10M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 64,962 | $9M | 1.0% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC trimmed | 59,310 | $9M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 54,429 | $8M | 0.9% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 53,610 | $8M | 0.8% | 2026-Q2 |
| FWG Holdings, LLC added | 50,930 | $7M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 50,485 | $7M | 0.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 48,579 | $7M | 0.8% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 44,673 | $6M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 44,404 | $6M | 0.7% | 2026-Q2 |
| Hapanowicz & Associates Financial Services, Inc trimmed | 41,586 | $6M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 37,178 | $5M | 0.6% | 2026-Q2 |
| MTM Investment Management, LLC added | 36,765 | $5M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 36,340 | $5M | 0.6% | 2026-Q2 |
| CITY HOLDING CO added | 35,861 | $5M | 0.6% | 2026-Q2 |
| Arrow Investment Advisors, LLC new | 32,447 | $5M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 32,310 | $5M | 0.5% | 2026-Q2 |
| Troutman Wealth Management, LLC trimmed | 31,950 | $5M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 30,593 | $4M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 30,029 | $4M | 0.5% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 29,983 | $4M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 29,812 | $4M | 0.5% | 2026-Q2 |
| Western Wealth Management, LLC added | 29,597 | $4M | 0.5% | 2026-Q2 |
| Dorsey Wright & Associates new | 27,424 | $4M | 0.4% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO new | 24,128 | $3M | 0.4% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 22,571 | $3M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 22,106 | $3M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 21,714 | $3M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 21,620 | $3M | 0.3% | 2026-Q2 |
| IFG Advisory, LLC added | 21,515 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS added | 20,069 | $3M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 18,900 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 17,823 | $3M | 0.3% | 2026-Q2 |
| Catalyst Investment Management LLC added | 17,580 | $3M | 0.3% | 2026-Q2 |
| Lakeridge Wealth Management LLC trimmed | 15,072 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 13,691 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 13,381 | $2M | 0.2% | 2026-Q2 |
| Three Seasons Wealth, LLC trimmed | 12,719 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 11,748 | $2M | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 11,692 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 11,459 | $2M | 0.2% | 2026-Q2 |
| Sun Financial Inc trimmed | 11,270 | $2M | 0.2% | 2026-Q2 |
| Keystone Financial Group trimmed | 11,156 | $2M | 0.2% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. new | 11,050 | $2M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 10,966 | $2M | 0.2% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC trimmed | 9,980 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 9,529 | $1M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 9,273 | $1M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 9,023 | $1M | 0.1% | 2026-Q2 |
| Triumph Capital Management trimmed | 9,001 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 8,560 | $1M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 7,470 | $1M | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 7,422 | $1M | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC | 7,265 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 7,260 | $1M | 0.1% | 2026-Q2 |
| POWER WEALTH MANAGEMENT LLC new | 7,056 | $1M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 6,935 | $1M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 6,196 | $894K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 5,863 | $846K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ | 5,500 | $794K | 0.1% | 2026-Q2 |
| Root Financial Partners, LLC trimmed | 5,424 | $783K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,363 | $774K | 0.1% | 2026-Q2 |
| Tudor Financial Inc. added | 5,339 | $603K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 5,259 | $759K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 5,186 | $748K | 0.1% | 2026-Q2 |
| VestGen Investment Management new | 5,128 | $740K | 0.1% | 2026-Q2 |
| Keystone Wealth Services, LLC | 5,125 | $740K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,124 | $739K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC | 4,955 | $715K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 4,831 | $697K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 4,782 | $690K | 0.1% | 2026-Q2 |
| Atlas Legacy Advisors, LLC trimmed | 4,626 | $668K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,614 | $666K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 4,613 | $666K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 4,573 | $660K | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC added | 4,563 | $658K | 0.1% | 2026-Q2 |
| Creative Planning added | 4,552 | $657K | 0.1% | 2026-Q2 |
| Balboa Wealth Partners new | 4,520 | $652K | 0.1% | 2026-Q2 |
| Brown Miller Wealth Management, LLC new | 4,397 | $634K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,393 | $634K | 0.1% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 4,378 | $632K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 4,352 | $628K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC | 4,129 | $596K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC | 3,940 | $568K | 0.1% | 2026-Q2 |
| Legacy Capital Group California, Inc. new | 3,914 | $565K | 0.1% | 2026-Q2 |
| Hilton Head Capital Partners, LLC trimmed | 3,842 | $554K | 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.