Institutional Holders (2026 Q2)
32 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEBT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Wellment Financial | 2.93% | 62,476 | $2.6M |
| 2 | FWG Investments, LLC. | 1.58% | 72,521 | $3.0M |
| 3 | Richmond Brothers, Inc. | 0.85% | 39,690 | $1.6M |
| 4 | Gradient Investments LLC | 0.78% | 1,378,809 | $56.7M |
| 5 | Quest 10 Wealth Builders, Inc. | 0.62% | 19,465 | $801K |
| 6 | SMART Wealth LLC | 0.50% | 56,854 | $2.3M |
| 7 | FSA Advisors, Inc. | 0.36% | 19,150 | $788K |
| 8 | Lloyd Advisory Services, LLC. | 0.31% | 19,641 | $808K |
| 9 | Paladin Wealth, LLC | 0.24% | 9,876 | $406K |
| 10 | A4 Wealth Advisors LLC | 0.21% | 7,701 | $317K |
| 11 | AE Wealth Management LLC | 0.18% | 947,801 | $39.0M |
| 12 | Mattson Financial Services, LLC | 0.09% | 10,575 | $437K |
| 13 | Nvest Financial, LLC | 0.09% | 6,640 | $273K |
| 14 | Tounjian Advisory Partners, LLC | 0.07% | 3,785 | $156K |
| 15 | Innovative Asset Advisors Group, LLC | 0.04% | 2,320 | $95K |
| 16 | Blue Bell Private Wealth Management, LLC | 0.03% | 6,620 | $272K |
| 17 | Mosley Wealth Management | 0.03% | 2,590 | $107K |
| 18 | Networth Advisors, LLC | 0.03% | 1,372 | $56K |
| 19 | Snowden Capital Advisors LLC | 0.03% | 26,588 | $1.1M |
| 20 | Accurate Wealth Management, LLC | 0.02% | 5,375 | $223K |
| 21 | Decker Retirement Planning Inc. | 0.02% | 1,451 | $60K |
| 22 | Key Capital Management, INC | 0.02% | 903 | $37K |
| 23 | Strategic Blueprint, LLC | 0.02% | 7,368 | $303K |
| 24 | Kingdom Financial Group LLC. | 0.01% | 1,324 | $54K |
| 25 | Csenge Advisory Group | 0.01% | 7,936 | $326K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|