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Institutional Ownership · SEC Form 13F

Who owns FBCG (FBCG)


Which tracked institutional funds hold FBCG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FBCG company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

265
Institutional holders
81,177,781
Shares held (tracked funds)

How the tape is positioned

56 tracked funds added or opened FBCG while 73 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

FBCG’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes FBCG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FBCG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 265 tracked filers holding FBCG, 159 increased or opened the position and 103 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in FBCG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 10

  • Advyzon Investment Management, LLC$21M
  • Storen Legacy Partners, LLC$13M
  • Worth Asset Management, LLC$1M
  • Western Wealth Management, LLC$1M
  • Concurrent Investment Advisors, LLC$987K
  • TritonPoint Partners, LLC$969K

Full exits 11

  • Thrivent Financial for Lutherans$80M
  • J.W. COLE ADVISORS, INC.$14M
  • Mirae Asset Global Investments Co., Ltd.$4M
  • Dentgroup LLC$3M
  • B. Riley Wealth Advisors, Inc.$3M
  • Brookstone Capital Management$2M

Largest adds

  • CWM, LLC$62M
  • ENVESTNET ASSET MANAGEMENT INC$57M
  • Capital Analysts, LLC$13M
  • WELLS FARGO & COMPANY/MN$11M
  • Cetera Investment Advisers$10M
  • OneDigital Investment Advisors LLC$6M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$172M
  • JPMORGAN CHASE & CO$105M
  • SAGESPRING WEALTH PARTNERS, LLC$67M
  • FIL Ltd$52M
  • Dynasty Wealth Management, LLC$48M
  • FMR LLC$40M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
FMR LLC added19,715,036$988M24.3%2026-Q1
JPMORGAN CHASE & CO trimmed8,988,863$430M10.6%2026-Q1
Dynasty Wealth Management, LLC trimmed7,186,404$360M8.9%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed5,642,044$283M7.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added2,901,363$145M3.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,671,940$134M3.3%2026-Q1
CWM, LLC added2,412,385$121M3.0%2026-Q1
MORGAN STANLEY added1,574,214$79M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,565,451$78M1.9%2026-Q1
Cetera Investment Advisers added1,431,942$72M1.8%2026-Q1
OneDigital Investment Advisors LLC added1,342,354$67M1.7%2026-Q1
WELLS FARGO & COMPANY/MN added1,124,147$56M1.4%2026-Q1
KFA Private Wealth Group, LLC added1,050,372$53M1.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,022,358$51M1.3%2026-Q1
Goodwin Investment Advisory trimmed836,772$42M1.0%2026-Q1
UBS Group AG added825,993$41M1.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed811,788$41M1.0%2026-Q1
Portfolio Strategies, Inc. trimmed746,596$37M0.9%2026-Q1
RFG Advisory, LLC added663,672$33M0.8%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added650,024$33M0.8%2026-Q1
Focus Partners Wealth added639,600$32M0.8%2026-Q1
Storgate, LLC added612,060$31M0.8%2026-Q1
Sowa Financial Group, Inc. added601,668$30M0.7%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added516,531$26M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added506,764$25M0.6%2026-Q1
ACCREDITED INVESTOR SERVICES, LLC added468,312$23M0.6%2026-Q1
Capital Analysts, LLC added455,846$23M0.6%2026-Q1
Clarity Retirement & Wealth, LLC added448,744$22M0.6%2026-Q1
Centerline Wealth Advisors, LLC trimmed441,452$22M0.5%2026-Q1
AssuredPartners Investment Advisors, LLC trimmed416,693$21M0.5%2026-Q1
Advyzon Investment Management, LLC new424,337$21M0.5%2026-Q1
UNIQUE WEALTH, LLC trimmed397,856$20M0.5%2026-Q1
Keenan, LLC added321,903$16M0.4%2026-Q1
BG Investment Services, LLC added325,360$16M0.4%2026-Q1
HighTower Advisors, LLC added323,472$16M0.4%2026-Q1
Arkadios Wealth Advisors added318,685$16M0.4%2026-Q1
Daybright Advisory Services, Inc. added312,053$16M0.4%2026-Q1
OpenArc Corporate Advisory, LLC added305,412$15M0.4%2026-Q1
MAI Capital Management added285,859$14M0.4%2026-Q1
Kestra Advisory Services, LLC added281,594$14M0.3%2026-Q1
Align Financial, LLC trimmed280,091$14M0.3%2026-Q1
&PARTNERS trimmed270,057$14M0.3%2026-Q1
LPL Financial LLC added263,243$13M0.3%2026-Q1
Storen Legacy Partners, LLC new262,099$13M0.3%2026-Q1
ARWA LLC added241,771$13M0.3%2026-Q1
Advantage Trust Co added234,419$12M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added230,983$11M0.3%2026-Q1
Salus Financial Advisors, LLC added206,806$10M0.3%2026-Q1
SAX WEALTH ADVISORS, LLC187,635$10M0.3%2026-Q1
CLG LLC added199,954$10M0.2%2026-Q1
MV CAPITAL MANAGEMENT, INC. trimmed184,137$9M0.2%2026-Q1
MITCHELL MCLEOD PUGH & WILLIAMS INC added174,305$9M0.2%2026-Q1
Janney Montgomery Scott LLC added164,739$8M0.2%2026-Q1
Mariner, LLC trimmed160,770$8M0.2%2026-Q1
Providence Financial Advisors, LLC added148,158$7M0.2%2026-Q1
Keystone Wealth Services, LLC added143,238$7M0.2%2026-Q1
D.A. DAVIDSON & CO. added142,683$7M0.2%2026-Q1
DAHRING | CUSMANO LLC added136,702$7M0.2%2026-Q1
MENORA MIVTACHIM HOLDINGS LTD.136,270$7M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added134,619$7M0.2%2026-Q1
BFSG, LLC trimmed131,152$7M0.2%2026-Q1
Sovran Advisors, LLC trimmed108,741$6M0.2%2026-Q1
Sigma Planning Corp added124,060$6M0.2%2026-Q1
STIFEL FINANCIAL CORP added123,100$6M0.2%2026-Q1
Wealth Quarterback LLC added122,407$6M0.2%2026-Q1
Per Stirling Capital Management, LLC. added122,241$6M0.2%2026-Q1
Cyndeo Wealth Partners, LLC trimmed117,556$6M0.1%2026-Q1
Broadleaf Partners, LLC trimmed117,305$6M0.1%2026-Q1
First Heartland Consultants, Inc. trimmed115,009$6M0.1%2026-Q1
CENTRAL TRUST Co trimmed112,371$6M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed111,648$6M0.1%2026-Q1
FIL Ltd trimmed107,797$5M0.1%2026-Q1
Clear Creek Financial Management, LLC added104,316$5M0.1%2026-Q1
PKS Advisory Services, LLC added96,476$5M0.1%2026-Q1
MN Wealth Advisors, LLC added91,765$5M0.1%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed90,448$5M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added90,297$5M0.1%2026-Q1
M Holdings Securities, Inc. added73,177$4M0.1%2026-Q1
IFP Advisors, Inc added88,083$4M0.1%2026-Q1
Dedeker Financial LLC added87,512$4M0.1%2026-Q1
Fifth Third Securities, Inc. added85,938$4M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added82,405$4M0.1%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC added83,419$4M0.1%2026-Q1
Holos Integrated Wealth LLC added81,193$4M0.1%2026-Q1
Roxbury Financial LLC added81,320$4M0.1%2026-Q1
Creative Planning trimmed80,336$4M0.1%2026-Q1
Mutual Advisors, LLC added79,639$4M0.1%2026-Q1
CRA Financial Services, LLC added79,152$4M0.1%2026-Q1
Essex Financial Services, Inc. added77,743$4M0.1%2026-Q1
Variant Private Wealth, LLC trimmed77,541$4M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed74,359$4M0.1%2026-Q1
Quotient Wealth Partners, LLC added71,561$4M0.1%2026-Q1
Thrivent Financial for Lutherans added1,458,331$80M2.0%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added408,846$20M0.5%2025-Q2 stale
J.W. COLE ADVISORS, INC. added286,010$14M0.4%2025-Q4 stale
Sowell Financial Services LLC added157,832$8M0.2%2025-Q2 stale
Gilbert Capital Group, Inc. new99,361$5M0.1%2025-Q3 stale
Mirae Asset Global Investments Co., Ltd. new79,461$4M0.1%2025-Q4 stale
CITADEL ADVISORS LLC added108,016$4M0.1%2025-Q1 stale
Dentgroup LLC trimmed61,141$3M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership