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-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 FYX is one-sided between 2025-Q4 and 2026-Q1: 44 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
FYX’s largest tracked holder by dollar value, ROYAL BANK OF CANADA, 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 2025-Q4 and 2026-Q1, across 180 tracked filers holding FYX, 89 increased or opened the position and 73 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 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 10
- RFG Advisory, LLC$4M
- JANE STREET GROUP, LLC$3M
- FIFTH THIRD BANCORP$3M
- Virtu Financial LLC$3M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- Independent Advisor Alliance$1M
Full exits 6
- Main Line Retirement Advisors, LLC$9M
- SILVER OAK SECURITIES, INCORPORATED$4M
- COMERICA BANK$2M
- TWO SIGMA SECURITIES, LLC$819K
- Envestnet Portfolio Solutions, Inc.$578K
- AXXCESS WEALTH MANAGEMENT, LLC$529K
Largest adds
- RAYMOND JAMES FINANCIAL INC$19M
- ROYAL BANK OF CANADA$16M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
- UBS Group AG$8M
- LPL Financial LLC$7M
- Per Stirling Capital Management, LLC.$4M
Largest trims
- FWG Holdings, LLC$3M
- IFG Advisory, LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Integrated Wealth Concepts LLC$661K
- NewEdge Advisors, LLC$493K
- B. Riley Wealth Advisors, Inc.$334K
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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA added | 708,400 | $85M | 11.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 652,809 | $78M | 10.6% | 2026-Q1 |
| LPL Financial LLC added | 612,053 | $73M | 9.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 544,360 | $65M | 8.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 413,853 | $49M | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 371,540 | $44M | 6.0% | 2026-Q1 |
| UBS Group AG added | 304,621 | $36M | 4.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 253,525 | $30M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 128,909 | $15M | 2.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 116,881 | $14M | 1.9% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 85,517 | $10M | 1.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 72,627 | $10M | 1.3% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 73,878 | $9M | 1.2% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 67,676 | $8M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 67,275 | $8M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 65,760 | $8M | 1.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 65,529 | $8M | 1.1% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC trimmed | 59,646 | $7M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 58,405 | $7M | 0.9% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 52,376 | $6M | 0.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 48,158 | $6M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 44,365 | $5M | 0.7% | 2026-Q1 |
| Hapanowicz & Associates Financial Services, Inc trimmed | 42,480 | $5M | 0.7% | 2026-Q1 |
| Mainsail Financial Group, LLC added | 40,233 | $5M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 39,026 | $5M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 39,441 | $5M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 37,729 | $5M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 36,855 | $4M | 0.6% | 2026-Q1 |
| MTM Investment Management, LLC added | 36,261 | $4M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 31,925 | $4M | 0.5% | 2026-Q1 |
| Troutman Wealth Management, LLC trimmed | 32,141 | $4M | 0.5% | 2026-Q1 |
| CITY HOLDING CO added | 31,352 | $4M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 30,988 | $4M | 0.5% | 2026-Q1 |
| RFG Advisory, LLC new | 30,871 | $4M | 0.5% | 2026-Q1 |
| Regal Investment Advisors LLC added | 30,518 | $4M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 29,576 | $4M | 0.5% | 2026-Q1 |
| Western Wealth Management, LLC added | 29,514 | $4M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 27,439 | $3M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 25,841 | $3M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 25,310 | $3M | 0.4% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 23,108 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 22,465 | $3M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 22,002 | $3M | 0.4% | 2026-Q1 |
| Virtu Financial LLC trimmed | 21,120 | $3M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 20,673 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 17,923 | $2M | 0.3% | 2026-Q1 |
| Milestones Private Investment Advisors LLC added | 17,394 | $2M | 0.3% | 2026-Q1 |
| Lakeridge Wealth Management LLC added | 17,236 | $2M | 0.3% | 2026-Q1 |
| Catalyst Investment Management LLC added | 14,839 | $2M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 16,015 | $2M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 14,110 | $2M | 0.2% | 2026-Q1 |
| Three Seasons Wealth, LLC trimmed | 13,107 | $2M | 0.2% | 2026-Q1 |
| Sun Financial Inc trimmed | 11,770 | $2M | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC added | 12,775 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 12,209 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,153 | $1M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 12,049 | $1M | 0.2% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC added | 11,569 | $1M | 0.2% | 2026-Q1 |
| Keystone Financial Group trimmed | 11,490 | $1M | 0.2% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 11,688 | $1M | 0.2% | 2026-Q1 |
| Triumph Capital Management trimmed | 11,301 | $1M | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 11,033 | $1M | 0.2% | 2026-Q1 |
| G&S Capital LLC trimmed | 9,561 | $1M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 9,523 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 8,947 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 8,933 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 8,917 | $1M | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC trimmed | 7,265 | $867K | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 7,265 | $867K | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 7,102 | $848K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 7,013 | $837K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 6,938 | $828K | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 6,509 | $777K | 0.1% | 2026-Q1 |
| POTENTIA WEALTH trimmed | 6,015 | $718K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 5,999 | $716K | 0.1% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 5,926 | $707K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 5,349 | $703K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 5,600 | $668K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ | 5,500 | $656K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 5,363 | $640K | 0.1% | 2026-Q1 |
| Hilton Head Capital Partners, LLC trimmed | 5,230 | $624K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 5,176 | $618K | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 5,125 | $612K | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC trimmed | 4,955 | $591K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 4,954 | $560K | 0.1% | 2026-Q1 |
| Atlas Legacy Advisors, LLC | 4,678 | $558K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC | 4,613 | $551K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC | 4,573 | $546K | 0.1% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC | 4,562 | $545K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 4,559 | $544K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 4,529 | $541K | 0.1% | 2026-Q1 |
| Creative Planning added | 4,504 | $538K | 0.1% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 101,000 | $9M | 1.3% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 31,011 | $4M | 0.5% | 2025-Q4 stale |
| COMERICA BANK trimmed | 21,790 | $2M | 0.3% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC added | 11,316 | $1M | 0.1% | 2025-Q1 stale |
| Virtue Capital Management, LLC | 11,087 | $1M | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 7,634 | $832K | 0.1% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC added | 7,237 | $819K | 0.1% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. added | 5,107 | $578K | 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.