Who owns FEPI?
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54 institutions reported holding FEPI, worth $38.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FEPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | Philadelphia, PA | $5.9M | 137,125 | +26,480 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.9M | 67,083 | −10,233 shares |
| Quadrature Capital Ltd | London, United Kingdom | $2.9M | 66,574 | +56,740 shares |
| Navis Wealth Advisors, LLC | Rye Brook, NY | $2.6M | 59,304 | New position |
| Brookwood Investment Group LLC | Phoenix, AZ | $2.4M | 56,252 | −3,970 shares |
| SBI Securities Co., Ltd. | Tokyo, Japan | $2.3M | 54,180 | −2,813 shares |
| Two Sigma Investments, LP | New York, NY | $2.3M | 52,500 | New position |
| Sound Income Strategies, LLC | Ft Lauderdale, FL | $1.4M | 32,061 | +529 shares |
| IHT Wealth Management, LLC | Chicago, IL | $1.2M | 28,620 | New position |
| Tactive Advisors, LLC | Jacksonville, FL | $1.2M | 28,418 | +2,273 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FEPI?
54 institutional managers reported holding FEPI in Form 13F filings for June 30, 2026, worth $38.4M in total. The largest reported position was held by Janney Montgomery Scott LLC, at $5.9M.
Did institutions buy or sell FEPI last quarter?
Reported 13F value rose 30.8% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FEPI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.