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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 19,715,036 | $988M | 24.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,988,863 | $430M | 10.6% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 7,186,404 | $360M | 8.9% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 5,642,044 | $283M | 7.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,901,363 | $145M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,671,940 | $134M | 3.3% | 2026-Q1 |
| CWM, LLC added | 2,412,385 | $121M | 3.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,574,214 | $79M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,565,451 | $78M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 1,431,942 | $72M | 1.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 1,342,354 | $67M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,124,147 | $56M | 1.4% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 1,050,372 | $53M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,022,358 | $51M | 1.3% | 2026-Q1 |
| Goodwin Investment Advisory trimmed | 836,772 | $42M | 1.0% | 2026-Q1 |
| UBS Group AG added | 825,993 | $41M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 811,788 | $41M | 1.0% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 746,596 | $37M | 0.9% | 2026-Q1 |
| RFG Advisory, LLC added | 663,672 | $33M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 650,024 | $33M | 0.8% | 2026-Q1 |
| Focus Partners Wealth added | 639,600 | $32M | 0.8% | 2026-Q1 |
| Storgate, LLC added | 612,060 | $31M | 0.8% | 2026-Q1 |
| Sowa Financial Group, Inc. added | 601,668 | $30M | 0.7% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 516,531 | $26M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 506,764 | $25M | 0.6% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC added | 468,312 | $23M | 0.6% | 2026-Q1 |
| Capital Analysts, LLC added | 455,846 | $23M | 0.6% | 2026-Q1 |
| Clarity Retirement & Wealth, LLC added | 448,744 | $22M | 0.6% | 2026-Q1 |
| Centerline Wealth Advisors, LLC trimmed | 441,452 | $22M | 0.5% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 416,693 | $21M | 0.5% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 424,337 | $21M | 0.5% | 2026-Q1 |
| UNIQUE WEALTH, LLC trimmed | 397,856 | $20M | 0.5% | 2026-Q1 |
| Keenan, LLC added | 321,903 | $16M | 0.4% | 2026-Q1 |
| BG Investment Services, LLC added | 325,360 | $16M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 323,472 | $16M | 0.4% | 2026-Q1 |
| Arkadios Wealth Advisors added | 318,685 | $16M | 0.4% | 2026-Q1 |
| Daybright Advisory Services, Inc. added | 312,053 | $16M | 0.4% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 305,412 | $15M | 0.4% | 2026-Q1 |
| MAI Capital Management added | 285,859 | $14M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 281,594 | $14M | 0.3% | 2026-Q1 |
| Align Financial, LLC trimmed | 280,091 | $14M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 270,057 | $14M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 263,243 | $13M | 0.3% | 2026-Q1 |
| Storen Legacy Partners, LLC new | 262,099 | $13M | 0.3% | 2026-Q1 |
| ARWA LLC added | 241,771 | $13M | 0.3% | 2026-Q1 |
| Advantage Trust Co added | 234,419 | $12M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 230,983 | $11M | 0.3% | 2026-Q1 |
| Salus Financial Advisors, LLC added | 206,806 | $10M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 187,635 | $10M | 0.3% | 2026-Q1 |
| CLG LLC added | 199,954 | $10M | 0.2% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. trimmed | 184,137 | $9M | 0.2% | 2026-Q1 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC added | 174,305 | $9M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 164,739 | $8M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 160,770 | $8M | 0.2% | 2026-Q1 |
| Providence Financial Advisors, LLC added | 148,158 | $7M | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 143,238 | $7M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 142,683 | $7M | 0.2% | 2026-Q1 |
| DAHRING | CUSMANO LLC added | 136,702 | $7M | 0.2% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. | 136,270 | $7M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 134,619 | $7M | 0.2% | 2026-Q1 |
| BFSG, LLC trimmed | 131,152 | $7M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 108,741 | $6M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 124,060 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 123,100 | $6M | 0.2% | 2026-Q1 |
| Wealth Quarterback LLC added | 122,407 | $6M | 0.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 122,241 | $6M | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 117,556 | $6M | 0.1% | 2026-Q1 |
| Broadleaf Partners, LLC trimmed | 117,305 | $6M | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 115,009 | $6M | 0.1% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 112,371 | $6M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 111,648 | $6M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 107,797 | $5M | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 104,316 | $5M | 0.1% | 2026-Q1 |
| PKS Advisory Services, LLC added | 96,476 | $5M | 0.1% | 2026-Q1 |
| MN Wealth Advisors, LLC added | 91,765 | $5M | 0.1% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 90,448 | $5M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 90,297 | $5M | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. added | 73,177 | $4M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 88,083 | $4M | 0.1% | 2026-Q1 |
| Dedeker Financial LLC added | 87,512 | $4M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 85,938 | $4M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 82,405 | $4M | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 83,419 | $4M | 0.1% | 2026-Q1 |
| Holos Integrated Wealth LLC added | 81,193 | $4M | 0.1% | 2026-Q1 |
| Roxbury Financial LLC added | 81,320 | $4M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 80,336 | $4M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 79,639 | $4M | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC added | 79,152 | $4M | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. added | 77,743 | $4M | 0.1% | 2026-Q1 |
| Variant Private Wealth, LLC trimmed | 77,541 | $4M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 74,359 | $4M | 0.1% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 71,561 | $4M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,458,331 | $80M | 2.0% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 408,846 | $20M | 0.5% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 286,010 | $14M | 0.4% | 2025-Q4 stale |
| Sowell Financial Services LLC added | 157,832 | $8M | 0.2% | 2025-Q2 stale |
| Gilbert Capital Group, Inc. new | 99,361 | $5M | 0.1% | 2025-Q3 stale |
| Mirae Asset Global Investments Co., Ltd. new | 79,461 | $4M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 108,016 | $4M | 0.1% | 2025-Q1 stale |
| Dentgroup LLC trimmed | 61,141 | $3M | 0.1% | 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.
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.