Who owns FEHIX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FEHIX from SEC Form 13F filings across 3 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 3 institutions disclosed 60,261 shares of FEHIX worth $485,519; the largest disclosed holder is Ethos Financial Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
3
13F holders
$485,519
value, 2026 filers
60,261
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FEHIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLCNEW | 30,685 | $244,865 | 0.0% | — | new |
| 2 | Keystone Financial GroupNEW | 21,811 | $177,756 | 0.0% | — | new |
| 3 | Transce3nd, LLC | 7,765 | $62,898 | 0.6% | — | -1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.