Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FBCG is one-sided between 2026-Q1 and 2026-Q2: 154 added or opened and 23 trimmed or exited — on balance accumulating.
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 0.5% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 303 tracked filers holding FBCG, 190 increased or opened the position and 108 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 2026-Q1 and 2026-Q2 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 24
- GR FINANCIAL GROUP, LLC$99M
- J.W. COLE ADVISORS, INC.$29M
- Copper Harbor Investment Advisors, LLC$17M
- GREAT VALLEY ADVISOR GROUP, INC.$17M
- Redhawk Wealth Advisors, Inc.$13M
- BALDWIN WEALTH PARTNERS LLC/MA$10M
Full exits 13
- CWM, LLC$121M
- Goodwin Investment Advisory$42M
- Sowa Financial Group, Inc.$30M
- Cambridge Investment Research Advisors, Inc.$25M
- Capital Analysts, LLC$23M
- HighTower Advisors, LLC$16M
Largest adds
- FMR LLC$169M
- JPMORGAN CHASE & CO$116M
- Dynasty Wealth Management, LLC$78M
- SAGESPRING WEALTH PARTNERS, LLC$60M
- Storgate, LLC$48M
- ENVESTNET ASSET MANAGEMENT INC$44M
Largest trims
- Mariner, LLC$7M
- Variant Private Wealth, LLC$913K
- Vise Technologies, Inc.$910K
- SAX WEALTH ADVISORS, LLC$598K
- Corient Private Wealth LP$514K
- Farther Finance Advisors, LLC$506K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 18,629,104 | $1.2B | 23.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,909,063 | $546M | 11.0% | 2026-Q2 |
| Dynasty Wealth Management, LLC trimmed | 7,054,864 | $438M | 8.8% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 5,514,169 | $342M | 6.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,910,411 | $181M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,859,109 | $178M | 3.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,817,581 | $113M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,653,412 | $103M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,617,479 | $100M | 2.0% | 2026-Q2 |
| GR FINANCIAL GROUP, LLC new | 1,598,116 | $99M | 2.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,566,892 | $97M | 2.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,297,797 | $81M | 1.6% | 2026-Q2 |
| Storgate, LLC added | 1,274,528 | $79M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,253,451 | $78M | 1.6% | 2026-Q2 |
| KFA Private Wealth Group, LLC added | 1,054,517 | $65M | 1.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 934,434 | $58M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 859,302 | $53M | 1.1% | 2026-Q2 |
| UBS Group AG added | 844,821 | $52M | 1.1% | 2026-Q2 |
| Portfolio Strategies, Inc. added | 839,835 | $66M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 709,073 | $44M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 702,907 | $44M | 0.9% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 633,474 | $39M | 0.8% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 553,610 | $34M | 0.7% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 526,304 | $33M | 0.7% | 2026-Q2 |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 467,976 | $29M | 0.6% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 460,588 | $29M | 0.6% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC added | 456,289 | $28M | 0.6% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 423,883 | $26M | 0.5% | 2026-Q2 |
| Centerline Wealth Advisors, LLC trimmed | 411,896 | $26M | 0.5% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 399,413 | $25M | 0.5% | 2026-Q2 |
| Keenan, LLC added | 382,839 | $24M | 0.5% | 2026-Q2 |
| BG Investment Services, LLC added | 360,816 | $22M | 0.5% | 2026-Q2 |
| Daybright Advisory Services, Inc. added | 339,153 | $20M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 337,332 | $21M | 0.4% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 331,714 | $21M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 331,122 | $20M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 328,599 | $20M | 0.4% | 2026-Q2 |
| ARWA LLC added | 292,114 | $18M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 282,385 | $18M | 0.4% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 280,205 | $17M | 0.4% | 2026-Q2 |
| Align Financial, LLC trimmed | 278,264 | $17M | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 274,340 | $17M | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 265,078 | $16M | 0.3% | 2026-Q2 |
| Advantage Trust Co added | 264,719 | $16M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 253,815 | $16M | 0.3% | 2026-Q2 |
| Storen Legacy Partners, LLC trimmed | 252,319 | $16M | 0.3% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 251,678 | $16M | 0.3% | 2026-Q2 |
| CLG LLC added | 230,906 | $14M | 0.3% | 2026-Q2 |
| Salus Financial Advisors, LLC added | 224,609 | $14M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 222,756 | $14M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 204,020 | $13M | 0.3% | 2026-Q2 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC added | 203,998 | $13M | 0.3% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. new | 201,662 | $13M | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 193,373 | $10M | 0.2% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 184,137 | $9M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 166,094 | $10M | 0.2% | 2026-Q2 |
| Providence Financial Advisors, LLC added | 163,362 | $10M | 0.2% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 159,708 | $10M | 0.2% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA new | 158,777 | $10M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 156,508 | $10M | 0.2% | 2026-Q2 |
| DAHRING | CUSMANO LLC added | 140,399 | $9M | 0.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 136,270 | $8M | 0.2% | 2026-Q2 |
| Wealth Quarterback LLC added | 135,983 | $8M | 0.2% | 2026-Q2 |
| BFSG, LLC trimmed | 130,847 | $8M | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 120,334 | $7M | 0.2% | 2026-Q2 |
| Broadleaf Partners, LLC added | 119,988 | $7M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 119,635 | $7M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 117,618 | $7M | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 117,242 | $7M | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC new | 117,234 | $7M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 113,094 | $7M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 108,971 | $7M | 0.1% | 2026-Q2 |
| Dedeker Financial LLC added | 107,587 | $7M | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 106,433 | $7M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 106,179 | $7M | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 104,977 | $7M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 102,227 | $6M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 101,407 | $6M | 0.1% | 2026-Q2 |
| MN Wealth Advisors, LLC added | 100,203 | $6M | 0.1% | 2026-Q2 |
| PKS Advisory Services, LLC added | 96,674 | $6M | 0.1% | 2026-Q2 |
| Gilbert Capital Group, Inc. trimmed | 95,420 | $6M | 0.1% | 2026-Q2 |
| FIL Ltd trimmed | 93,078 | $6M | 0.1% | 2026-Q2 |
| CRA Financial Services, LLC added | 91,023 | $6M | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 90,216 | $6M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 88,860 | $6M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 88,033 | $5M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 86,836 | $5M | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 86,476 | $5M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 86,452 | $5M | 0.1% | 2026-Q2 |
| Holos Integrated Wealth LLC added | 82,860 | $5M | 0.1% | 2026-Q2 |
| Roxbury Financial LLC added | 82,001 | $5M | 0.1% | 2026-Q2 |
| SMART Wealth LLC new | 79,452 | $5M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 78,989 | $5M | 0.1% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 77,694 | $5M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 77,651 | $5M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 77,234 | $5M | 0.1% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 76,699 | $5M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 76,635 | $5M | 0.1% | 2026-Q2 |
| Traynor Capital Management, Inc. added | 66,191 | $4M | 0.1% | 2026-Q2 |
| Certified Advisory Corp added | 65,745 | $4M | 0.1% | 2026-Q2 |
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.
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.