FESM

—

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$46.83

+0.45 (+0.97%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding FESM · 2026-Q1 methodology → sources →

209 holders

FUNDFIDELITY COVINGTON TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

87,075,969

Reporting holders

209

% of shares outstanding is not shown for FESM: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register99.8%203 active filers

Index / screened out0.2%5 filers

Reporting holders2082026-Q1

Top-10 concentration64.8%

HHI0.1145

Effective holders8.7

Crowding percentile—

Crowding percentile withheld — no market cap for FESM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 209 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FMR LLC	26,988,81527.0M	$1.0B	—	—
2	AMERIPRISE FINANCIAL INC	6,033,1206.0M	$229M	—	ADD 47%
3	LPL Financial LLC	5,124,6455.1M	$195M	—	ADD 20%
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,749,7483.7M	$142M	—	ADD 16%
5	Prime Capital Investment Advisors, LLC	3,113,0643.1M	$118M	—	ADD 747%
6	FIFTH THIRD BANCORP	2,784,3882.8M	$106M	—	NEW
7	RAYMOND JAMES FINANCIAL INC	2,331,1652.3M	$89M	—	ADD 67%
8	COMMONWEALTH EQUITY SERVICES, LLC	2,244,4192.2M	$85M	—	—
9	WELLS FARGO & COMPANY/MN	2,132,4052.1M	$81M	—	ADD 33%
10	Cetera Investment Advisers	1,962,1082.0M	$75M	—	ADD 47%
11	Dynasty Wealth Management, LLC	1,810,6121.8M	$69M	—	—
12	JPMORGAN CHASE & CO	1,833,5931.8M	$67M	—	—
13	Quotient Wealth Partners, LLC	1,750,8381.8M	$67M	—	—
14	VANTAGEPOINT INVESTMENT ADVISERS LLC	1,404,7521.4M	$53M	—	—
15	OSAIC HOLDINGS, INC.	1,338,8061.3M	$51M	—	ADD 70%
16	MORGAN STANLEY	1,321,3021.3M	$50M	—	ADD 69%
17	ROYAL BANK OF CANADA	1,220,0561.2M	$46M	—	ADD 31%
18	ENVESTNET ASSET MANAGEMENT INC	1,060,3631.1M	$40M	—	ADD 37%
19	Calamos Advisors LLC	1,053,7341.1M	$40M	—	ADD 2467%
20	Calamos Wealth Management LLC	1,011,6311.0M	$38M	—	ADD 8%
21	TruWealth Advisors, LLC	923,152923,152	$35M	—	ADD 2%
22	BANK OF AMERICA CORP /DE/	871,856871,856	$33M	—	ADD 285%
23	MML INVESTORS SERVICES, LLC	860,278860,278	$33M	—	—
24	Capital Analysts, LLC	841,857841,857	$32M	—	ADD 3%
25	Focus Financial Network, Inc.	727,780727,780	$28M	—	ADD 1095%
26	Kestra Advisory Services, LLC	712,371712,371	$27M	—	ADD 58%
27	KFG WEALTH MANAGEMENT, LLC	429,616429,616	$16M	—	NEW
28	Stadion Money Management, LLC	412,569412,569	$16M	—	NEW
29	Baird Financial Group, Inc.	377,214377,214	$14M	—	ADD 105%
30	Parkside Investments, LLC	360,173360,173	$14M	—	ADD 20%
31	STIFEL FINANCIAL CORP	357,112357,112	$14M	—	ADD 34%
32	LITTLE HOUSE CAPITAL LLC	330,362330,362	$13M	—	TRIM -6%
33	HighPoint Advisor Group LLC	326,752326,752	$12M	—	NEW
34	Summit Investment Advisory Services, LLC	321,361321,361	$12M	—	TRIM -2%
35	Berger Financial Group, Inc	314,436314,436	$12M	—	ADD 50%
36	DAHRING \| CUSMANO LLC	306,710306,710	$12M	—	ADD 14%
37	Mayfair Advisory Group, LLC	281,068281,068	$11M	—	ADD 35%
38	Landing Point Financial Group, LLC	269,165269,165	$10M	—	ADD 4%
39	Cambridge Investment Research Advisors, Inc.	237,178237,178	$9M	—	ADD 34%
40	GREAT VALLEY ADVISOR GROUP, INC.	234,700234,700	$9M	—	ADD 11%
41	Mutual Advisors, LLC	212,154212,154	$8M	—	ADD 31%
42	Ausdal Financial Partners, Inc.	209,694209,694	$8M	—	ADD 10%
43	Salus Financial Advisors, LLC	198,331198,331	$8M	—	TRIM -2%
44	Modus Advisors, LLC	176,088176,088	$7M	—	ADD 12%
45	RIVERSEDGE ADVISORS, LLC	169,186169,186	$6M	—	NEW
46	Holos Integrated Wealth LLC	157,192157,192	$6M	—	ADD 9%
47	American National Bank of Texas	160,425160,425	$6M	—	TRIM -3%
48	Milestone Investment Advisors LLC	159,792159,792	$6M	—	ADD 6%
49	UBS Group AG	154,009154,009	$6M	—	ADD 200%
50	Rockefeller Capital Management L.P.	151,712151,712	$6M	—	ADD 57585%
51	RETIREMENT INCOME SOLUTIONS, INC	150,039150,039	$6M	—	ADD 5%
52	Equitable Holdings, Inc.	145,081145,081	$5M	—	ADD 23%
53	Richard W. Paul & Associates, LLC	142,132142,132	$5M	—	NEW
54	Mariner, LLC	140,061140,061	$5M	—	ADD 12%
55	Bank of New York Mellon Corp	139,293139,293	$5M	—	ADD 26%
56	First Heartland Consultants, Inc.	137,672137,672	$5M	—	TRIM -7%
57	Atria Investments, Inc	135,162135,162	$5M	—	—
58	tru Independence LLC	131,354131,354	$5M	—	ADD 5%
59	CROBAN	130,070130,070	$5M	—	ADD 8%
60	Concurrent Investment Advisors, LLC	129,933129,933	$5M	—	ADD 8%
61	TD PRIVATE CLIENT WEALTH LLC	128,192128,192	$5M	—	ADD 43%
62	IAG Wealth Partners, LLC	121,321121,321	$5M	—	ADD 28%
63	Private Advisor Group, LLC	120,995120,995	$5M	—	ADD 5%
64	Marble Wealth, LLC	119,627119,627	$5M	—	NEW
65	Integrated Capital Management, LLC	117,289117,289	$4M	—	NEW
66	Armor Investment Advisors, LLC	111,093111,093	$4M	—	NEW
67	KMG FIDUCIARY PARTNERS, LLC	110,681110,681	$4M	—	NEW
68	Carolina Wealth Advisors, LLC	109,449109,449	$4M	—	ADD 38%
69	Founders Financial Alliance, LLC	105,302105,302	$4M	—	ADD 3%
70	LINCOLN CAPITAL CORP	103,654103,654	$4M	—	ADD 16%
71	FMA Wealth Management, LLC	87,98487,984	$3M	—	—
72	&PARTNERS	80,25880,258	$3M	—	ADD 39%
73	INVESTMENT ADVISORY SERVICES INC /TX /ADV	78,87378,873	$3M	—	ADD 61%
74	TABLEAUX LLC	75,28575,285	$3M	—	ADD 21%
75	Independent Advisor Alliance	70,64770,647	$3M	—	NEW
76	Soltis Investment Advisors LLC	68,87768,877	$3M	—	ADD 579%
77	Steward Partners Investment Advisory, LLC	68,36768,367	$3M	—	—
78	Clearwave Capital, LLC	68,32168,321	$3M	—	ADD 11%
79	Farther Finance Advisors, LLC	67,65167,651	$3M	—	ADD 32%
80	Smartleaf Asset Management LLC	66,99666,996	$2M	—	NEW
81	Gallagher Fiduciary Advisors, LLC	63,81763,817	$2M	—	ADD 11%
82	GREENWOOD CAPITAL ASSOCIATES LLC	63,68863,688	$2M	—	ADD 12%
83	PFG Advisors	58,07658,076	$2M	—	ADD 11%
84	Breakwater Capital Group	57,40757,407	$2M	—	ADD 115%
85	Valmark Advisers, Inc.	56,92356,923	$2M	—	ADD 91%
86	Integrated Wealth Concepts LLC	56,61556,615	$2M	—	ADD 478%
87	PKS Advisory Services, LLC	55,95955,959	$2M	—	TRIM -3%
88	Investmark Advisory Group LLC	55,90455,904	$2M	—	ADD 7%
89	PENOBSCOT WEALTH MANAGEMENT	54,53054,530	$2M	—	NEW
90	Horizon Investment Services, LLC	51,01651,016	$2M	—	ADD 9%
91	D. E. Shaw & Co., Inc.	50,53650,536	$2M	—	NEW
92	Janney Montgomery Scott LLC	47,81847,818	$2M	—	ADD 266%
93	KESTRA PRIVATE WEALTH SERVICES, LLC	45,98945,989	$2M	—	ADD 43%
94	Encompass More Asset Management	45,65145,651	$2M	—	NEW
95	PETRA FINANCIAL ADVISORS INC	44,05144,051	$2M	—	ADD 45%
96	HARBOUR INVESTMENTS, INC.	40,25340,253	$2M	—	ADD 13%
97	Merit Financial Group, LLC	39,60139,601	$2M	—	ADD 155%
98	Sowell Financial Services LLC	39,59939,599	$2M	—	ADD 22%
99	Pathfinder Wealth Consulting, Inc.	38,53838,538	$1M	—	—
100	CLG LLC	38,51238,512	$1M	—	ADD 20%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 161 bought / 54 sold · net +18,499,622 shares · 16.9d of ADV

Bought161 filers

Shares: 19,658,558
Value: $747M
Opened: 46 · 5,275,666 sh
Days of ADV: 18.0d

Sold54 filers

Shares: 1,158,936
Value: $44M
Closed: 21 · 546,417 sh
Days of ADV: 1.1d

Net (all filers) +18,499,622 sh · $703M · 27.0% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FMR LLC

12.1M

27.2M

26.9M

27.1M

27.0M

$1.0B

AMERIPRISE FINANCIAL INC

—

173K

4.1M

6.0M

$229M

LPL Financial LLC

505K

1.0M

1.7M

2.6M

4.3M

5.1M

$195M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

733K

1.0M

1.7M

2.5M

3.2M

3.7M

$142M

Prime Capital Investment Advisors, LLC

—

564K

363K

358K

368K

3.1M

$118M

FIFTH THIRD BANCORP

—

2.8M

$106M

RAYMOND JAMES FINANCIAL INC

30K

104K

256K

350K

1.4M

2.3M

$89M

COMMONWEALTH EQUITY SERVICES, LLC

1.7M

2.0M

1.7M

1.6M

2.2M

$85M

WELLS FARGO & COMPANY/MN

855

572K

887K

1.6M

2.1M

$81M

Cetera Investment Advisers

43K

78K

197K

1.0M

1.3M

2.0M

$75M

Dynasty Wealth Management, LLC

—

1.8M

$69M

JPMORGAN CHASE & CO

—

1.8M

$67M

Quotient Wealth Partners, LLC

—

1.8M

$67M

VANTAGEPOINT INVESTMENT ADVISERS LLC

—

1.4M

$53M

OSAIC HOLDINGS, INC.

56K

163K

265K

594K

787K

1.3M

$51M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	209	87,075,969	—	$3.3B
2025-Q4	183	68,576,347	—	$2.6B
2025-Q3	145	47,880,889	—	$1.8B
2025-Q2	120	40,259,867	—	$1.3B
2025-Q1	86	37,237,683	—	$1.1B
2024-Q4	64	17,593,630	—	$569M
2024-Q3	40	11,355,207	—	$365M
2024-Q2	41	3,265,682

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding FESM · 2026-Q1 methodology → sources →

209 holders

% of shares outstanding held

—

Shares held (13F)

87,075,969

Reporting holders

209

Active share of register99.8%203 active filers

Index / screened out0.2%5 filers

Reporting holders2082026-Q1

Top-10 concentration64.8%

HHI0.1145

Effective holders8.7

Crowding percentile—

Crowding percentile withheld — no market cap for FESM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 209 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FMR LLC	26,988,81527.0M	$1.0B	—	—
2	AMERIPRISE FINANCIAL INC	6,033,1206.0M	$229M	—	ADD 47%
3	LPL Financial LLC	5,124,6455.1M	$195M	—	ADD 20%
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,749,7483.7M	$142M	—	ADD 16%
5	Prime Capital Investment Advisors, LLC	3,113,0643.1M	$118M	—	ADD 747%
6	FIFTH THIRD BANCORP	2,784,3882.8M	$106M	—	NEW
7	RAYMOND JAMES FINANCIAL INC	2,331,1652.3M	$89M	—	ADD 67%
8	COMMONWEALTH EQUITY SERVICES, LLC	2,244,4192.2M	$85M	—	—
9	WELLS FARGO & COMPANY/MN	2,132,4052.1M	$81M	—	ADD 33%
10	Cetera Investment Advisers	1,962,1082.0M	$75M	—	ADD 47%
11	Dynasty Wealth Management, LLC	1,810,6121.8M	$69M	—	—
12	JPMORGAN CHASE & CO	1,833,5931.8M	$67M	—	—
13	Quotient Wealth Partners, LLC	1,750,8381.8M	$67M	—	—
14	VANTAGEPOINT INVESTMENT ADVISERS LLC	1,404,7521.4M	$53M	—	—
15	OSAIC HOLDINGS, INC.	1,338,8061.3M	$51M	—	ADD 70%
16	MORGAN STANLEY	1,321,3021.3M	$50M	—	ADD 69%
17	ROYAL BANK OF CANADA	1,220,0561.2M	$46M	—	ADD 31%
18	ENVESTNET ASSET MANAGEMENT INC	1,060,3631.1M	$40M	—	ADD 37%
19	Calamos Advisors LLC	1,053,7341.1M	$40M	—	ADD 2467%
20	Calamos Wealth Management LLC	1,011,6311.0M	$38M	—	ADD 8%
21	TruWealth Advisors, LLC	923,152923,152	$35M	—	ADD 2%
22	BANK OF AMERICA CORP /DE/	871,856871,856	$33M	—	ADD 285%
23	MML INVESTORS SERVICES, LLC	860,278860,278	$33M	—	—
24	Capital Analysts, LLC	841,857841,857	$32M	—	ADD 3%
25	Focus Financial Network, Inc.	727,780727,780	$28M	—	ADD 1095%
26	Kestra Advisory Services, LLC	712,371712,371	$27M	—	ADD 58%
27	KFG WEALTH MANAGEMENT, LLC	429,616429,616	$16M	—	NEW
28	Stadion Money Management, LLC	412,569412,569	$16M	—	NEW
29	Baird Financial Group, Inc.	377,214377,214	$14M	—	ADD 105%
30	Parkside Investments, LLC	360,173360,173	$14M	—	ADD 20%
31	STIFEL FINANCIAL CORP	357,112357,112	$14M	—	ADD 34%
32	LITTLE HOUSE CAPITAL LLC	330,362330,362	$13M	—	TRIM -6%
33	HighPoint Advisor Group LLC	326,752326,752	$12M	—	NEW
34	Summit Investment Advisory Services, LLC	321,361321,361	$12M	—	TRIM -2%
35	Berger Financial Group, Inc	314,436314,436	$12M	—	ADD 50%
36	DAHRING \| CUSMANO LLC	306,710306,710	$12M	—	ADD 14%
37	Mayfair Advisory Group, LLC	281,068281,068	$11M	—	ADD 35%
38	Landing Point Financial Group, LLC	269,165269,165	$10M	—	ADD 4%
39	Cambridge Investment Research Advisors, Inc.	237,178237,178	$9M	—	ADD 34%
40	GREAT VALLEY ADVISOR GROUP, INC.	234,700234,700	$9M	—	ADD 11%
41	Mutual Advisors, LLC	212,154212,154	$8M	—	ADD 31%
42	Ausdal Financial Partners, Inc.	209,694209,694	$8M	—	ADD 10%
43	Salus Financial Advisors, LLC	198,331198,331	$8M	—	TRIM -2%
44	Modus Advisors, LLC	176,088176,088	$7M	—	ADD 12%
45	RIVERSEDGE ADVISORS, LLC	169,186169,186	$6M	—	NEW
46	Holos Integrated Wealth LLC	157,192157,192	$6M	—	ADD 9%
47	American National Bank of Texas	160,425160,425	$6M	—	TRIM -3%
48	Milestone Investment Advisors LLC	159,792159,792	$6M	—	ADD 6%
49	UBS Group AG	154,009154,009	$6M	—	ADD 200%
50	Rockefeller Capital Management L.P.	151,712151,712	$6M	—	ADD 57585%
51	RETIREMENT INCOME SOLUTIONS, INC	150,039150,039	$6M	—	ADD 5%
52	Equitable Holdings, Inc.	145,081145,081	$5M	—	ADD 23%
53	Richard W. Paul & Associates, LLC	142,132142,132	$5M	—	NEW
54	Mariner, LLC	140,061140,061	$5M	—	ADD 12%
55	Bank of New York Mellon Corp	139,293139,293	$5M	—	ADD 26%
56	First Heartland Consultants, Inc.	137,672137,672	$5M	—	TRIM -7%
57	Atria Investments, Inc	135,162135,162	$5M	—	—
58	tru Independence LLC	131,354131,354	$5M	—	ADD 5%
59	CROBAN	130,070130,070	$5M	—	ADD 8%
60	Concurrent Investment Advisors, LLC	129,933129,933	$5M	—	ADD 8%
61	TD PRIVATE CLIENT WEALTH LLC	128,192128,192	$5M	—	ADD 43%
62	IAG Wealth Partners, LLC	121,321121,321	$5M	—	ADD 28%
63	Private Advisor Group, LLC	120,995120,995	$5M	—	ADD 5%
64	Marble Wealth, LLC	119,627119,627	$5M	—	NEW
65	Integrated Capital Management, LLC	117,289117,289	$4M	—	NEW
66	Armor Investment Advisors, LLC	111,093111,093	$4M	—	NEW
67	KMG FIDUCIARY PARTNERS, LLC	110,681110,681	$4M	—	NEW
68	Carolina Wealth Advisors, LLC	109,449109,449	$4M	—	ADD 38%
69	Founders Financial Alliance, LLC	105,302105,302	$4M	—	ADD 3%
70	LINCOLN CAPITAL CORP	103,654103,654	$4M	—	ADD 16%
71	FMA Wealth Management, LLC	87,98487,984	$3M	—	—
72	&PARTNERS	80,25880,258	$3M	—	ADD 39%
73	INVESTMENT ADVISORY SERVICES INC /TX /ADV	78,87378,873	$3M	—	ADD 61%
74	TABLEAUX LLC	75,28575,285	$3M	—	ADD 21%
75	Independent Advisor Alliance	70,64770,647	$3M	—	NEW
76	Soltis Investment Advisors LLC	68,87768,877	$3M	—	ADD 579%
77	Steward Partners Investment Advisory, LLC	68,36768,367	$3M	—	—
78	Clearwave Capital, LLC	68,32168,321	$3M	—	ADD 11%
79	Farther Finance Advisors, LLC	67,65167,651	$3M	—	ADD 32%
80	Smartleaf Asset Management LLC	66,99666,996	$2M	—	NEW
81	Gallagher Fiduciary Advisors, LLC	63,81763,817	$2M	—	ADD 11%
82	GREENWOOD CAPITAL ASSOCIATES LLC	63,68863,688	$2M	—	ADD 12%
83	PFG Advisors	58,07658,076	$2M	—	ADD 11%
84	Breakwater Capital Group	57,40757,407	$2M	—	ADD 115%
85	Valmark Advisers, Inc.	56,92356,923	$2M	—	ADD 91%
86	Integrated Wealth Concepts LLC	56,61556,615	$2M	—	ADD 478%
87	PKS Advisory Services, LLC	55,95955,959	$2M	—	TRIM -3%
88	Investmark Advisory Group LLC	55,90455,904	$2M	—	ADD 7%
89	PENOBSCOT WEALTH MANAGEMENT	54,53054,530	$2M	—	NEW
90	Horizon Investment Services, LLC	51,01651,016	$2M	—	ADD 9%
91	D. E. Shaw & Co., Inc.	50,53650,536	$2M	—	NEW
92	Janney Montgomery Scott LLC	47,81847,818	$2M	—	ADD 266%
93	KESTRA PRIVATE WEALTH SERVICES, LLC	45,98945,989	$2M	—	ADD 43%
94	Encompass More Asset Management	45,65145,651	$2M	—	NEW
95	PETRA FINANCIAL ADVISORS INC	44,05144,051	$2M	—	ADD 45%
96	HARBOUR INVESTMENTS, INC.	40,25340,253	$2M	—	ADD 13%
97	Merit Financial Group, LLC	39,60139,601	$2M	—	ADD 155%
98	Sowell Financial Services LLC	39,59939,599	$2M	—	ADD 22%
99	Pathfinder Wealth Consulting, Inc.	38,53838,538	$1M	—	—
100	CLG LLC	38,51238,512	$1M	—	ADD 20%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 161 bought / 54 sold · net +18,499,622 shares · 16.9d of ADV

Bought161 filers

Shares: 19,658,558
Value: $747M
Opened: 46 · 5,275,666 sh
Days of ADV: 18.0d

Sold54 filers

Shares: 1,158,936
Value: $44M
Closed: 21 · 546,417 sh
Days of ADV: 1.1d

Net (all filers) +18,499,622 sh · $703M · 27.0% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FMR LLC

12.1M

27.2M

26.9M

27.1M

27.0M

$1.0B

AMERIPRISE FINANCIAL INC

—

173K

4.1M

6.0M

$229M

LPL Financial LLC

505K

1.0M

1.7M

2.6M

4.3M

5.1M

$195M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

733K

1.0M

1.7M

2.5M

3.2M

3.7M

$142M

Prime Capital Investment Advisors, LLC

—

564K

363K

358K

368K

3.1M

$118M

FIFTH THIRD BANCORP

—

2.8M

$106M

RAYMOND JAMES FINANCIAL INC

30K

104K

256K

350K

1.4M

2.3M

$89M

COMMONWEALTH EQUITY SERVICES, LLC

1.7M

2.0M

1.7M

1.6M

2.2M

$85M

WELLS FARGO & COMPANY/MN

855

572K

887K

1.6M

2.1M

$81M

Cetera Investment Advisers

43K

78K

197K

1.0M

1.3M

2.0M

$75M

Dynasty Wealth Management, LLC

—

1.8M

$69M

JPMORGAN CHASE & CO

—

1.8M

$67M

Quotient Wealth Partners, LLC

—

1.8M

$67M

VANTAGEPOINT INVESTMENT ADVISERS LLC

—

1.4M

$53M

OSAIC HOLDINGS, INC.

56K

163K

265K

594K

787K

1.3M

$51M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	209	87,075,969	—	$3.3B
2025-Q4	183	68,576,347	—	$2.6B
2025-Q3	145	47,880,889	—	$1.8B
2025-Q2	120	40,259,867	—	$1.3B
2025-Q1	86	37,237,683	—	$1.1B
2024-Q4	64	17,593,630	—	$569M
2024-Q3	40	11,355,207	—	$365M
2024-Q2	41	3,265,682

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13F

FESM☆

Institutional ownership· 13F filers holding FESM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding FESM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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FESM