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Funds Holding FEP

On this page, we present all of the funds holding FEP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FEP, with a link to that fund's top holdings. The next columns indicate the amount of FEP stock held by each of the funds holding FEP, followed by the FEP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 97 funds holding FEP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FEP), click the fund name in the "Holder" column of the funds-holding-FEP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley825,751$29,991 12/31/2023
     FEP825,751$29,991 12/31/2023
Envestnet Asset Management Inc.333,353$12,107 12/31/2023
     FEP333,353$12,107 12/31/2023
Wells Fargo & Company MN294,533$10,697 12/31/2023
     FEP294,533$10,697 12/31/2023
LPL Financial LLC265,026$9,626 12/31/2023
     FEP265,026$9,626 12/31/2023
Jane Street Group LLC172,181$6,254 12/31/2023
     FEP172,181$6,254 12/31/2023
Vontobel Holding Ltd.153,272$5,567 12/31/2023
     FEP153,272$5,567 12/31/2023
Advisor Group Holdings Inc.146,770$5,334 12/31/2023
     FEP146,770$5,334 12/31/2023
Raymond James Financial Services Advisors Inc.75,234$2,827 03/31/2024
     FEP75,234$2,827 03/31/2024
Coppell Advisory Solutions LLC77,820$2,826 12/31/2023
     FEP77,820$2,826 12/31/2023
UBS Group AG77,074$2,799 12/31/2023
     FEP77,074$2,799 12/31/2023
Cetera Investment Advisers67,886$2,466 12/31/2023
     FEP67,886$2,466 12/31/2023
Avantax Advisory Services Inc.65,081$2,364 12/31/2023
     FEP65,081$2,364 12/31/2023
Citadel Advisors LLC60,815$2,209 12/31/2023
     FEP60,815$2,209 12/31/2023
Commonwealth Equity Services LLC57,934$2,104 12/31/2023
     FEP57,934$2,104 12/31/2023
Dunhill Financial LLC54,282$1,972 12/31/2023
     FEP54,282$1,972 12/31/2023
OLD Mission Capital LLC53,660$1,949 12/31/2023
     FEP53,660$1,949 12/31/2023
Cambridge Investment Research Advisors Inc.47,961$1,802 03/31/2024
     FEP47,961$1,802 03/31/2024
Susquehanna International Group LLP49,181$1,786 12/31/2023
     FEP49,181$1,786 12/31/2023
Bank of New York Mellon Corp43,496$1,635 03/31/2024
     FEP43,496$1,635 03/31/2024
Assetmark Inc.43,900$1,594 12/31/2023
     FEP43,900$1,594 12/31/2023
Bank of America Corp DE42,888$1,558 12/31/2023
     FEP42,888$1,558 12/31/2023
Raymond James & Associates39,733$1,493 03/31/2024
     FEP39,733$1,493 03/31/2024
Integrated Wealth Concepts LLC41,027$1,490 12/31/2023
     FEP41,027$1,490 12/31/2023
AE Wealth Management LLC41,249$1,473 12/31/2023
     FEP41,249$1,473 12/31/2023
Mainsail Financial Group LLC36,850$1,385 03/31/2024
     FEP36,850$1,385 03/31/2024
Flow Traders U.S. LLC37,954$1,378 12/31/2023
     FEP37,954$1,378 12/31/2023
Cetera Advisor Networks LLC37,664$1,368 12/31/2023
     FEP37,664$1,368 12/31/2023
Janney Montgomery Scott LLC36,690$1,333 12/31/2023
     FEP36,690$1,333 12/31/2023
Snowden Capital Advisors LLC35,684$1,296 12/31/2023
     FEP35,684$1,296 12/31/2023
MML Investors Services LLC31,006$1,126 12/31/2023
     FEP31,006$1,126 12/31/2023
IFP Advisors Inc25,878$940 12/31/2023
     FEP25,878$940 12/31/2023
SignalPoint Asset Management LLC23,594$888 03/31/2024
     FEP23,594$888 03/31/2024
Envestnet Portfolio Solutions Inc.22,602$821 12/31/2023
     FEP22,602$821 12/31/2023
Atria Wealth Solutions Inc.22,105$803 12/31/2023
     FEP22,105$803 12/31/2023
Stifel Financial Corp20,771$754 12/31/2023
     FEP20,771$754 12/31/2023
Iams Wealth Management LLC19,197$696 03/31/2024
     FEP19,197$696 03/31/2024
Royal Bank of Canada18,400$667 12/31/2023
     FEP18,400$667 12/31/2023
Orion Portfolio Solutions LLC18,187$662 12/31/2023
     FEP18,187$662 12/31/2023
Kestra Advisory Services LLC17,625$640 12/31/2023
     FEP17,625$640 12/31/2023
Gateway Wealth Partners LLC16,561$602 12/31/2023
     FEP16,561$602 12/31/2023
StoneX Group Inc.16,437$597 12/31/2023
     FEP16,437$597 12/31/2023
NewEdge Wealth LLC16,070$584 12/31/2023
     FEP16,070$584 12/31/2023
OneAscent Financial Services LLC15,449$581 03/31/2024
     FEP15,449$581 03/31/2024
Park Avenue Securities LLC14,942$562 03/31/2024
     FEP14,942$562 03/31/2024
ABLE Financial Group LLC15,037$546 12/31/2023
     FEP15,037$546 12/31/2023
Benjamin F. Edwards & Company Inc.14,234$517 12/31/2023
     FEP14,234$517 12/31/2023
D.A. Davidson & CO.14,209$516 12/31/2023
     FEP14,209$516 12/31/2023
HFG Advisors Inc.13,491$507 03/31/2024
     FEP13,491$507 03/31/2024
Cetera Advisors LLC13,353$485 12/31/2023
     FEP13,353$485 12/31/2023
1776 Wealth LLC12,842$466 12/31/2023
     FEP12,842$466 12/31/2023
Virtue Capital Management LLC11,639$420 12/31/2023
     FEP11,639$420 12/31/2023
Concurrent Investment Advisors LLC10,541$383 12/31/2023
     FEP10,541$383 12/31/2023
PFG Advisors10,166$369 12/31/2023
     FEP10,166$369 12/31/2023
Private Portfolio Partners LLC9,020$328 12/31/2023
     FEP9,020$328 12/31/2023
Equitable Holdings Inc.8,100$294 12/31/2023
     FEP8,100$294 12/31/2023
Kestra Private Wealth Services LLC8,054$293 12/31/2023
     FEP8,054$293 12/31/2023
Mercer Global Advisors Inc. ADV7,597$276 12/31/2023
     FEP7,597$276 12/31/2023
Cedar Brook Financial Partners LLC6,944$261 03/31/2024
     FEP6,944$261 03/31/2024
Treasure Coast Financial Planning6,634$249 03/31/2024
     FEP6,634$249 03/31/2024
Principal Securities Inc.6,865$249 12/31/2023
     FEP6,865$249 12/31/2023
Stratos Wealth Partners LTD.6,375$240 03/31/2024
     FEP6,375$240 03/31/2024
IFG Advisory LLC6,583$239 12/31/2023
     FEP6,583$239 12/31/2023
Harbour Investments Inc.6,358$231 12/31/2023
     FEP6,358$231 12/31/2023
Patriot Financial Group Insurance Agency LLC6,357$231 12/31/2023
     FEP6,357$231 12/31/2023
Mutual Advisors LLC6,193$225 12/31/2023
     FEP6,193$225 12/31/2023
RFG Advisory LLC5,845$220 03/31/2024
     FEP5,845$220 03/31/2024
Strategic Blueprint LLC5,691$214 03/31/2024
     FEP5,691$214 03/31/2024
Walker Asset Management LLC5,590$210 03/31/2024
     FEP5,590$210 03/31/2024
FSB Premier Wealth Management Inc.5,601$203 12/31/2023
     FEP5,601$203 12/31/2023
Global Retirement Partners LLC4,460$168 03/31/2024
     FEP4,460$168 03/31/2024
Proequities Inc.4,026$146 12/31/2023
     FEP4,026$146 12/31/2023
Comerica Bank3,537$128 12/31/2023
     FEP3,537$128 12/31/2023
Northwestern Mutual Wealth Management Co.2,711$98 12/31/2023
     FEP2,711$98 12/31/2023
Private Trust Co. NA2,075$78 03/31/2024
     FEP2,075$78 03/31/2024
CWM LLC1,876$71 03/31/2024
     FEP1,876$71 03/31/2024
Benjamin Edwards Inc.1,936$70 12/31/2023
     FEP1,936$70 12/31/2023
Spire Wealth Management1,336$50 03/31/2024
     FEP1,336$50 03/31/2024
Citigroup Inc.1,383$50 12/31/2023
     FEP1,383$50 12/31/2023
JPMorgan Chase & Co.1,306$47 12/31/2023
     FEP1,306$47 12/31/2023
Steward Partners Investment Advisory LLC1,255$46 12/31/2023
     FEP1,255$46 12/31/2023
DHJJ Financial Advisors Ltd.850$32 03/31/2024
     FEP850$32 03/31/2024
AlphaMark Advisors LLC685$26 03/31/2024
     FEP685$26 03/31/2024
Pinnacle Bank500$19 03/31/2024
     FEP500$19 03/31/2024
Qube Research & Technologies Ltd459$17 12/31/2023
     FEP459$17 12/31/2023
SOA Wealth Advisors LLC.335$13 03/31/2024
     FEP335$13 03/31/2024
ICA Group Wealth Management LLC321$12 12/31/2023
     FEP321$12 12/31/2023
Sunbelt Securities Inc.281$11 03/31/2024
     FEP281$11 03/31/2024
Tucker Asset Management LLC284$10 12/31/2023
     FEP284$10 12/31/2023
GPS Wealth Strategies Group LLC219$8 12/31/2023
     FEP219$8 12/31/2023
Silicon Valley Capital Partners130$5 12/31/2023
     FEP130$5 12/31/2023
NBC Securities Inc.119$4 03/31/2024
     FEP119$4 03/31/2024
Farther Finance Advisors LLC113$4 12/31/2023
     FEP113$4 12/31/2023
Creative Financial Designs Inc. ADV42$2 12/31/2023
     FEP42$2 12/31/2023
Rockbridge Investment Management LCC59$2 12/31/2023
     FEP59$2 12/31/2023
Sound Income Strategies LLC39$1 03/31/2024
     FEP39$1 03/31/2024
US Bancorp DE14$1 12/31/2023
     FEP14$1 12/31/2023
Tower Research Capital LLC TRC 2$0 12/31/2023
     FEP2$0 12/31/2023
Financial Gravity Asset Management Inc.6$0 12/31/2023
     FEP6$0 12/31/2023

See Summary: Institutional Holders of FEP
See Details: Top 10 Hedge Funds Holding FEP
Also See: FEP Insider Buying
Also See: FEP Holdings Changes

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