Who owns FCG (FCG)
Which tracked institutional funds hold FCG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FCG 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
The tracked-fund tape on FCG is one-sided between 2025-Q4 and 2026-Q1: 56 added or opened and 9 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
FCG’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FCG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FCG 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 143 tracked filers holding FCG, 92 increased or opened the position and 41 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 FCG 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 21
- PFG Advisors$12M
- Quadrature Capital Ltd$11M
- Chicago Wealth Management, Inc.$7M
- Corecam AG$3M
- Belpointe Asset Management LLC$2M
- Fortis Capital Advisors, LLC$2M
Full exits 3
- Ethos Financial Group, LLC$2M
- MGB Wealth Management, LLC$1M
- Main Street Financial Solutions, LLC$937K
Largest adds
- WELLS FARGO & COMPANY/MN$51M
- MORGAN STANLEY$22M
- Guardian Partners Inc.$14M
- LPL Financial LLC$11M
- ROYAL BANK OF CANADA$10M
- TWO SIGMA INVESTMENTS, LP$9M
Largest trims
- Financial Sense Advisors, Inc.$8M
- Tower Research Capital LLC (TRC)$2M
- PCG Wealth Advisors, LLC$1M
- UBS Group AG$664K
- RAYMOND JAMES FINANCIAL INC$468K
- CITADEL ADVISORS LLC$397K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 1,904,318 | $60M | 13.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,751,949 | $56M | 12.3% | 2026-Q1 |
| GENDELL JEFFREY L trimmed | 900,000 | $29M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 798,482 | $25M | 5.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 581,640 | $18M | 4.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 523,234 | $17M | 3.7% | 2026-Q1 |
| Guardian Partners Inc. added | 511,001 | $16M | 3.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 462,206 | $15M | 3.2% | 2026-Q1 |
| PFG Advisors new | 380,509 | $12M | 2.7% | 2026-Q1 |
| Quadrature Capital Ltd added | 333,227 | $11M | 2.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 285,400 | $9M | 2.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 284,091 | $9M | 2.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 252,216 | $8M | 1.8% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. added | 246,251 | $8M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 237,947 | $8M | 1.7% | 2026-Q1 |
| UBS Group AG trimmed | 228,915 | $7M | 1.6% | 2026-Q1 |
| Corecam Pte. Ltd. added | 220,606 | $7M | 1.6% | 2026-Q1 |
| Lake Hills Wealth Management, LLC trimmed | 220,062 | $7M | 1.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 216,070 | $7M | 1.5% | 2026-Q1 |
| Chicago Wealth Management, Inc. added | 206,971 | $7M | 1.5% | 2026-Q1 |
| PCG Wealth Advisors, LLC trimmed | 161,121 | $5M | 1.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 122,875 | $4M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 118,236 | $4M | 0.8% | 2026-Q1 |
| Financial Sense Advisors, Inc. trimmed | 116,625 | $4M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 99,800 | $3M | 0.7% | 2026-Q1 |
| TrustWell Financial Advisors, LLC trimmed | 85,652 | $3M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 85,201 | $3M | 0.6% | 2026-Q1 |
| Corecam AG new | 82,870 | $3M | 0.6% | 2026-Q1 |
| Grand Central Investment Group trimmed | 78,920 | $3M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 78,834 | $2M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 70,540 | $2M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 64,917 | $2M | 0.5% | 2026-Q1 |
| Davis Investment Partners, LLC added | 63,386 | $2M | 0.4% | 2026-Q1 |
| Fortis Capital Advisors, LLC new | 62,762 | $2M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 62,762 | $2M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 62,317 | $2M | 0.4% | 2026-Q1 |
| Skylands Capital, LLC trimmed | 60,050 | $2M | 0.4% | 2026-Q1 |
| CORRADO ADVISORS, LLC added | 58,819 | $2M | 0.4% | 2026-Q1 |
| Vontobel Holding Ltd. added | 54,298 | $2M | 0.4% | 2026-Q1 |
| NTV Asset Management LLC added | 52,860 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 52,442 | $2M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC new | 50,870 | $2M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 45,325 | $1M | 0.3% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC added | 45,174 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 42,024 | $1M | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 40,883 | $1M | 0.3% | 2026-Q1 |
| Nilsine Partners, LLC new | 39,988 | $1M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 37,733 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 32,066 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 30,479 | $966K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 29,117 | $923K | 0.2% | 2026-Q1 |
| Tactive Advisors, LLC added | 28,112 | $891K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 27,800 | $881K | 0.2% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 27,000 | $856K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC new | 26,618 | $844K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 26,252 | $832K | 0.2% | 2026-Q1 |
| Wealth Care LLC new | 25,743 | $816K | 0.2% | 2026-Q1 |
| Element Wealth, LLC new | 25,161 | $797K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 20,321 | $644K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. new | 24,741 | $632K | 0.1% | 2026-Q1 |
| Dana Investment Advisors, Inc. new | 19,000 | $602K | 0.1% | 2026-Q1 |
| INTEGRITY WEALTH ADVISORS, INC. | 18,736 | $594K | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 18,540 | $588K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 18,032 | $571K | 0.1% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 18,004 | $571K | 0.1% | 2026-Q1 |
| Fielder Capital Group LLC | 17,772 | $563K | 0.1% | 2026-Q1 |
| Oxbow Advisors, LLC added | 17,523 | $555K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 16,796 | $532K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 16,475 | $522K | 0.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 16,330 | $517K | 0.1% | 2026-Q1 |
| Global Wealth Strategies & Associates new | 15,711 | $498K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 15,333 | $486K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 15,166 | $481K | 0.1% | 2026-Q1 |
| Guardian Asset Advisors, LLC added | 14,325 | $454K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 13,746 | $436K | 0.1% | 2026-Q1 |
| Brookstone Capital Management new | 12,100 | $383K | 0.1% | 2026-Q1 |
| PACK Private Wealth, LLC | 11,698 | $371K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 11,306 | $358K | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 10,276 | $326K | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. | 10,100 | $320K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC new | 9,746 | $309K | 0.1% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV new | 409,357 | $10M | 2.3% | 2025-Q1 stale |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 150,000 | $4M | 0.8% | 2025-Q3 stale |
| CIBC WORLD MARKET INC. trimmed | 141,605 | $4M | 0.8% | 2025-Q1 stale |
| Mint Tower Capital Management B.V. new | 125,000 | $3M | 0.7% | 2025-Q1 stale |
| Ethos Financial Group, LLC new | 97,760 | $2M | 0.5% | 2025-Q4 stale |
| Stratos Investment Management, LLC added | 93,850 | $2M | 0.5% | 2025-Q2 stale |
| MGB Wealth Management, LLC trimmed | 59,111 | $1M | 0.3% | 2025-Q4 stale |
| Trek Financial, LLC added | 58,149 | $1M | 0.3% | 2025-Q2 stale |
| Stratos Wealth Advisors, LLC trimmed | 42,313 | $978K | 0.2% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC added | 40,012 | $937K | 0.2% | 2025-Q4 stale |
| WESPAC Advisors, LLC added | 24,514 | $609K | 0.1% | 2025-Q1 stale |
| Sigma Planning Corp added | 25,344 | $595K | 0.1% | 2025-Q3 stale |
| Brown Miller Wealth Management, LLC new | 20,600 | $482K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 19,795 | $463K | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 16,168 | $402K | 0.1% | 2025-Q1 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 16,484 | $387K | 0.1% | 2025-Q3 stale |
| Capital Square, LLC added | 13,260 | $311K | 0.1% | 2025-Q3 stale |
| Creative Planning trimmed | 11,706 | $291K | 0.1% | 2025-Q1 stale |
| Jaffetilchin Investment Partners, LLC new | 12,585 | $291K | 0.1% | 2025-Q2 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.