Who Owns FIRST (FPE)? -- Institutional Holders (2026-06-30)

511 institutions reported holding $4.29B of FIRST (FPE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($957.6M), Royal Bank of Canada ($350.2M), LPL Financial LLC ($331.0M), WELLS FARGO & COMPANY/MN ($327.6M), RAYMOND JAMES FINANCIAL INC ($178.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$957.6M53.6MAdded
2Royal Bank of Canada$350.2M19.6MAdded
3LPL Financial LLC$331.0M18.5MAdded
4WELLS FARGO & COMPANY/MN$327.6M18.3MAdded
5RAYMOND JAMES FINANCIAL INC$178.9M10.0MTrimmed
6UBS Group AG$163.1M9.1MTrimmed
7BANK OF AMERICA CORP /DE/$162.4M9.1MAdded
8AMERIPRISE FINANCIAL INC$93.8M5.2MAdded
9HighTower Advisors, LLC$62.1M3.5MAdded
10Cetera Investment Advisers$58.6M3.3MAdded
11STIFEL FINANCIAL CORP$46.6M2.6MAdded
12ENVESTNET ASSET MANAGEMENT INC$45.0M2.5MTrimmed
13Kestra Advisory Services, LLC$43.3M2.4MTrimmed
14MAI Capital Management$39.7M2.2MAdded
15OSAIC HOLDINGS, INC.$39.6M2.2MTrimmed
16Advisory Alpha, LLC$39.1M2.2MAdded
17Rockefeller Capital Management L.P.$36.5M2.0MAdded
18Baird Financial Group, Inc.$36.3M2.0MAdded
19Magnus Financial Group LLC$35.0M2.0MAdded
20PARK NATIONAL CORP /OH/$34.0M1.9MAdded
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27.7M1.6MAdded
22Falcon Wealth Planning$27.4M1.5MAdded
23TRUIST FINANCIAL CORP$27.4M1.5MAdded
24AFFINITY WEALTH MANAGEMENT LLC$27.0M1.5MAdded
25Prospera Financial Services Inc$25.3M1.4MTrimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30