Institutional Holders (2026 Q2)
66 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEBW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | POM Investment Strategies, LLC | 8.18% | 203,177 | $7.2M |
| 2 | Wellment Financial | 5.78% | 142,672 | $5.1M |
| 3 | American Asset Management INC. | 4.08% | 140,875 | $5.0M |
| 4 | Integrated Wealth Management | 2.05% | 54,581 | $1.9M |
| 5 | Networth Advisors, LLC | 1.25% | 60,456 | $2.1M |
| 6 | Outlook Wealth Advisors, LLC | 0.83% | 108,127 | $3.8M |
| 7 | FSA Advisors, Inc. | 0.66% | 40,315 | $1.4M |
| 8 | Forty-three Eighteen Advisors, LLC | 0.63% | 26,417 | $939K |
| 9 | Jim Saulnier & Associates, LLC | 0.50% | 34,981 | $1.2M |
| 10 | Blackston Financial Advisory Group, LLC | 0.42% | 20,867 | $742K |
| 11 | Tounjian Advisory Partners, LLC | 0.36% | 23,453 | $834K |
| 12 | Lloyd Advisory Services, LLC. | 0.34% | 24,857 | $883K |
| 13 | Stonebridge Financial Group, LLC / MO | 0.32% | 13,571 | $482K |
| 14 | Joseph P. Lucia & Associates, LLC | 0.25% | 23,380 | $831K |
| 15 | Luminist Capital LLC | 0.20% | 4,904 | $174K |
| 16 | AE Wealth Management LLC | 0.16% | 938,280 | $33.3M |
| 17 | Quest 10 Wealth Builders, Inc. | 0.14% | 5,074 | $180K |
| 18 | Srh Advisors, LLC | 0.13% | 14,500 | $515K |
| 19 | SMART Wealth LLC | 0.13% | 16,812 | $597K |
| 20 | Westshore Wealth, LLC | 0.12% | 11,141 | $396K |
| 21 | Mosley Wealth Management | 0.12% | 10,377 | $369K |
| 22 | Spire Wealth Management | 0.09% | 85,018 | $3.0M |
| 23 | Access Financial Services, INC. | 0.08% | 7,190 | $256K |
| 24 | Fortis Capital Management LLC | 0.08% | 19,182 | $682K |
| 25 | Allianz Se | 0.07% | 191,866 | $6.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|