| 4 | MORGAN STANLEY | 1.8M | $190.7M | -10.3% | 4.026% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $181.8M | -0.6% | 3.839% | 0.00% |
| 6 | EARNEST PARTNERS LLC | 1.3M | $143.9M | +19.5% | 3.038% | 0.52% |
| 7 | Allspring Global Investments Holdings, LLC | 1.3M | $134.8M | -19.7% | 2.899% | 0.21% |
| 8 | Impax Asset Management Group plc | 1.2M | $126.0M | -9.3% | 2.661% | 0.82% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $118.2M | +9.2% | 2.497% | 0.02% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $110.1M | +4.1% | 2.325% | 0.01% |
| 11 | KING LUTHER CAPITAL MANAGEMENT CORP | 995K | $106.7M | -0.2% | 2.252% | 0.44% |
| 12 | FIRST TRUST ADVISORS LP | 981K | $105.1M | -23.6% | 2.220% | 0.06% |
| 13 | Amundi | 801K | $85.9M | -9.1% | 1.813% | 0.02% |
| 14 | BANK OF AMERICA CORP /DE/ | 774K | $83.0M | -6.1% | 1.752% | 0.01% |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 719K | $77.0M | +6.8% | 1.627% | 0.04% |
| 16 | NORGES BANK | 690K | $74.0M | — | 1.562% | 0.01% |
| 17 | TWO SIGMA INVESTMENTS, LP | 622K | $66.7M | +18.6% | 1.409% | 0.05% |
| 18 | GOLDMAN SACHS GROUP INC | 604K | $64.8M | +26.3% | 1.368% | 0.01% |
| 19 | SEGALL BRYANT & HAMILL, LLC | 532K | $57.0M | +10.4% | 1.204% | 0.68% |
| 20 | Nuveen, LLC | 530K | $56.8M | +2.8% | 1.199% | 0.01% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 498K | $53.4M | -2.6% | 1.128% | 0.01% |
| 22 | NORTHERN TRUST CORP | 438K | $46.9M | +4.2% | 0.991% | 0.01% |
| 23 | Invesco Ltd. | 408K | $43.7M | -30.7% | 0.923% | 0.00% |
| 24 | Boston Trust Walden Corp | 397K | $42.6M | -4.5% | 0.899% | 0.32% |
| 25 | Legal & General Group Plc | 315K | $33.8M | +5.6% | 0.714% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FELE — a direct measure of their conviction.
Institutions that fully closed their FELE position in Q2 2026
| 81.37% |
| +0.18 pp |
| $3.39B |
| 3.1% |
| Q4 2024 | 344 | +1.5% | 81.19% | +2.41 pp | $3.50B | 4.5% |
| Q3 2024 | 339 | — | 78.78% | — | $3.66B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
41 institutions opened new positions in FELE during Q2 2026, while 23 fully exited. 283 added to existing positions and 57 trimmed.
FELE institutional ownership rose by 1.18 percentage points quarter-over-quarter, with a net change of +24 holders.
The top 10 institutions account for 51.8% of all reported 13F value in FELE, and the top 25 account for 75.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.