Who owns FBGRX
Which tracked institutional funds hold FBGRX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FBGRX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
FBGRX’s largest tracked holder by dollar value, Garton & Associates Financial Advisors LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FBGRX 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 8 tracked filers holding FBGRX, 3 increased or opened the position and 2 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
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 |
|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC added | 21,077 | $5M | 54.2% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. | 4,491 | $1M | 11.6% | 2026-Q1 |
| CARRET ASSET MANAGEMENT, LLC trimmed | 4,391 | $1M | 11.3% | 2026-Q1 |
| Fulton Bank, N.A. | 2,365 | $587K | 6.1% | 2026-Q1 |
| Coston, McIsaac & Partners added | 2,104 | $521K | 5.4% | 2026-Q1 |
| NEVILLE RODIE & SHAW INC trimmed | 1,985 | $492K | 5.1% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich | 1,156 | $286K | 3.0% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. | 359 | $89K | 0.9% | 2026-Q1 |
| Grassi Investment Management added | 975 | $231K | 2.4% | 2025-Q2 stale |
| Luminist Capital LLC | 20 | $5K | 0.1% | 2025-Q3 stale |
| OAKWORTH CAPITAL, INC. new | 6 | $1K | 0.0% | 2025-Q3 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.