FEBW(FEBW)
FEBW
Institutional Ownership
Top 74 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AE Wealth Management LLC | 938.28K | Jun 30, 26 | +931.10K | 28.26% |
| LPL Financial LLC | 293.32K | Jun 30, 26 | +1.85K | 8.84% |
| Kestra Advisory Services, LLC | 271.86K | Jun 30, 26 | -28.38K | 8.19% |
| ADVISOR GROUP HOLDINGS, INC. | 254.24K | Jun 30, 26 | -95.95K | 7.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 242.50K | Jun 30, 26 | -15.42K | 7.30% |
| POM Investment Strategies, LLC | 203.18K | Jun 30, 26 | +203.18K | 6.12% |
| ALLIANZ SE | 191.87K | Jun 30, 26 | +35.38K | 5.78% |
| FSR Wealth Management Ltd. | 142.67K | Jun 30, 26 | +142.67K | 4.30% |
| AMERICAN ASSET MANAGEMENT INC. | 140.88K | Jun 30, 26 | -11.45K | 4.24% |
| Outlook Wealth Advisors, LLC | 108.13K | Jun 30, 26 | +108.13K | 3.26% |
| RAYMOND JAMES FINANCIAL INC | 107.75K | Jun 30, 26 | -1.27K | 3.25% |
| Spire Wealth Management | 85.02K | Jun 30, 26 | -228 | 2.56% |
| Cetera Investment Advisers | 73.58K | Jun 30, 26 | +4.69K | 2.22% |
| Networth Advisors, LLC | 60.46K | Jun 30, 26 | +60.46K | 1.82% |
| Pensionmark Financial Group, LLC | 56.84K | Jun 30, 26 | -3.37K | 1.71% |
| HARBOUR INVESTMENTS, INC. | 56.49K | Jun 30, 26 | -5.50K | 1.70% |
| Integrated Wealth Management | 54.58K | Jun 30, 26 | +54.58K | 1.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.19K | Jun 30, 26 | +39.23K | 1.45% |
| FSA Advisors, Inc. | 40.31K | Jun 30, 26 | +40.31K | 1.21% |
| Focus Financial Network, Inc. | 36.46K | Jun 30, 26 | -119 | 1.10% |
| JIM SAULNIER & ASSOCIATES, LLC | 34.98K | Jun 30, 26 | -2 | 1.05% |
| ENVESTNET ASSET MANAGEMENT INC | 28.86K | Jun 30, 26 | -8.97K | 0.87% |
| Cambridge Investment Research Advisors, Inc. | 27.64K | Jun 30, 26 | -- | 0.83% |
| Forty-three Eighteen Advisors, LLC | 26.42K | Jun 30, 26 | -- | 0.80% |
| Lloyd Advisory Services, LLC. | 24.86K | Jun 30, 26 | +24.22K | 0.75% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 23.45K | Jun 30, 26 | +23.45K | 0.71% |
| Joseph P. Lucia & Associates, LLC | 23.38K | Jun 30, 26 | -1.29K | 0.70% |
| OLD MISSION CAPITAL LLC | 22.58K | Jun 30, 26 | -8.54K | 0.68% |
| Blackston Financial Advisory Group, LLC | 20.87K | Jun 30, 26 | +20.87K | 0.63% |
| Fortis Capital Management LLC | 19.18K | Jun 30, 26 | -- | 0.58% |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.48K | Jun 30, 26 | -- | 0.56% |
| SMART Wealth LLC | 16.81K | Jun 30, 26 | +16.81K | 0.51% |
| MML INVESTORS SERVICES, LLC | 14.77K | Jun 30, 26 | +2.17K | 0.44% |
| ROCKY MOUNTAIN ADVISERS, LLC | 14.50K | Jun 30, 26 | -- | 0.44% |
| Tyche Wealth Partners LLC | 13.78K | Jun 30, 26 | -- | 0.41% |
| Csenge Advisory Group | 13.66K | Jun 30, 26 | +13.66K | 0.41% |
| Stonebridge Financial Group, LLC / MO | 13.57K | Jun 30, 26 | -- | 0.41% |
| Westshore Wealth, LLC | 11.14K | Jun 30, 26 | -4.41K | 0.34% |
| Mosley Wealth Management | 10.38K | Jun 30, 26 | +10.38K | 0.31% |
| Concurrent Investment Advisors, LLC | 8.87K | Jun 30, 26 | -323 | 0.27% |
| Foundations Investment Advisors, LLC | 8.23K | Jun 30, 26 | -806 | 0.25% |
| Secure Asset Management, LLC | 8.00K | Jun 30, 26 | -- | 0.24% |
| Moors & Cabot, Inc. | 7.65K | Jun 30, 26 | -500 | 0.23% |
| ACCESS FINANCIAL SERVICES, INC. | 7.19K | Jun 30, 26 | -13.79K | 0.22% |
| Modern Wealth Management, LLC | 6.83K | Jun 30, 26 | -66.21K | 0.21% |
| Global Retirement Partners, LLC | 6.46K | Jun 30, 26 | +6.46K | 0.19% |
| Gallagher Fiduciary Advisors, LLC | 5.63K | Jun 30, 26 | -1.44K | 0.17% |
| Evergreen Wealth Solutions, LLC | 5.61K | Jun 30, 26 | +5.61K | 0.17% |
| Quest 10 Wealth Builders, Inc. | 5.07K | Jun 30, 26 | +5.07K | 0.15% |
| Luminist Capital LLC | 4.90K | Jun 30, 26 | -- | 0.15% |
| NBC SECURITIES, INC. | 4.67K | Jun 30, 26 | -796 | 0.14% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3.31K | Jun 30, 26 | -105 | 0.10% |
| Innovative Asset Advisors Group, LLC | 2.63K | Jun 30, 26 | +2.63K | 0.08% |
| Key Capital Management, INC | 1.55K | Jun 30, 26 | +1.55K | 0.05% |
| IFP Advisors, Inc | 1.10K | Jun 30, 26 | +10 | 0.03% |
| Kingdom Financial Group LLC. | 830 | Jun 30, 26 | +197 | 0.03% |
| UBS Group AG | 724 | Jun 30, 26 | +724 | 0.02% |
| Decker Retirement Planning Inc. | 625 | Jun 30, 26 | +625 | 0.02% |
| PFS Partners, LLC | 600 | Jun 30, 26 | -- | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 526 | Jun 30, 26 | +526 | 0.02% |
| Financial Network Wealth Advisors LLC | 345 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 250 | Jun 30, 26 | +250 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -- | Jun 30, 26 | -900 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -6.39K | -- |
| Sanctuary Advisors, LLC | -- | Jun 30, 26 | -8.13K | -- |
| Atlantic Private Wealth, LLC | -- | Jun 30, 26 | -3.00K | -- |
| Clear Point Advisors Inc. | -- | Jun 30, 26 | -22.01K | -- |
| ALLIANZ INVESTMENT MANAGEMENT LLC | 109.43K | Dec 31, 25 | +109.43K | 3.30% |
| Allianz Investment Management U.S. LLC | 5.00K | Sep 30, 25 | -- | 0.15% |
| Kaye Capital Management | 91.16K | Jun 30, 25 | -20.40K | 2.75% |
| Atria Wealth Solutions, Inc. | 83.73K | Jun 30, 25 | -7.38K | 2.52% |
| Raymond James Financial Services Advisors, Inc. | 48.11K | Sep 30, 24 | +188 | 1.45% |
| Cetera Advisor Networks LLC | 18.78K | Mar 31, 24 | +18.78K | 0.57% |
| Cetera Advisors LLC | 18.77K | Mar 31, 24 | -27.51K | 0.57% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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