Who owns FDG
Which tracked institutional funds hold FDG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FDG 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 FDG is one-sided between 2026-Q1 and 2026-Q2: 23 added or opened and 3 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
FDG’s largest tracked holder by dollar value, AMERICAN CENTURY COMPANIES INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FDG 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 59 tracked filers holding FDG, 35 increased or opened the position and 21 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 FDG 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 1
- TWO SIGMA INVESTMENTS, LP$3M
Full exits 3
- Cambridge Investment Research Advisors, Inc.$3M
- HighTower Advisors, LLC$2M
- GOLDMAN SACHS GROUP INC$517K
Largest adds
- AMERICAN CENTURY COMPANIES INC$26M
- ENVESTNET ASSET MANAGEMENT INC$10M
- Bank of New York Mellon Corp$9M
- OSAIC HOLDINGS, INC.$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- ERn Financial, LLC$2M
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 |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC added | 709,475 | $94M | 28.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 492,734 | $66M | 19.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 282,226 | $38M | 11.1% | 2026-Q2 |
| ERn Financial, LLC added | 71,005 | $9M | 2.8% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 68,166 | $9M | 2.7% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 53,767 | $7M | 2.1% | 2026-Q2 |
| Sunpointe, LLC | 49,334 | $7M | 1.9% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 49,223 | $7M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 48,959 | $7M | 1.9% | 2026-Q2 |
| Networth Advisors, LLC added | 39,204 | $5M | 1.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 38,666 | $5M | 1.5% | 2026-Q2 |
| Slagle Financial, LLC added | 36,280 | $5M | 1.4% | 2026-Q2 |
| IFP Advisors, Inc added | 32,678 | $4M | 1.3% | 2026-Q2 |
| AE Wealth Management LLC added | 28,205 | $4M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 25,389 | $3M | 1.0% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 23,938 | $3M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 22,914 | $3M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 22,183 | $3M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 19,200 | $3M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 15,998 | $2M | 0.6% | 2026-Q2 |
| Koenig Investment Advisory, LLC trimmed | 15,540 | $2M | 0.6% | 2026-Q2 |
| Dominguez Wealth Management Solutions, Inc. trimmed | 11,692 | $2M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 11,428 | $2M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,950 | $1M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 6,602 | $879K | 0.3% | 2026-Q2 |
| Strategies Wealth Advisors, LLC | 6,222 | $828K | 0.2% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 5,824 | $775K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 4,858 | $647K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 4,390 | $584K | 0.2% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 4,358 | $580K | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC | 3,292 | $438K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 3,150 | $419K | 0.1% | 2026-Q2 |
| Realta Investment Advisors added | 3,060 | $407K | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH new | 2,903 | $386K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 2,776 | $369K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,229 | $297K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,740 | $232K | 0.1% | 2026-Q2 |
| Crestwood Advisors Group, LLC | 1,728 | $230K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 1,667 | $222K | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 1,626 | $216K | 0.1% | 2026-Q2 |
| FSA Advisors, Inc. new | 1,523 | $203K | 0.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 1,358 | $181K | 0.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. new | 1,313 | $175K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,273 | $169K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 998 | $133K | 0.0% | 2026-Q2 |
| FMR LLC added | 905 | $120K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 789 | $105K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 145 | $19K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. | 128 | $17K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 80 | $11K | 0.0% | 2026-Q2 |
| UBS Group AG added | 63 | $8K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 54 | $7K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 51 | $7K | 0.0% | 2026-Q2 |
| Truvestments Capital LLC | 36 | $5K | 0.0% | 2026-Q2 |
| Key Capital Management, INC | 34 | $5K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | $3K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 19 | $3K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 16 | $2K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 10 | $1K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 26,474 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 15,754 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 4,533 | $517K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC | 3,395 | $387K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,798 | $205K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ADVISORTRUST PARTNERS, LLC new | 1,184 | $135K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 150 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GLENMEDE TRUST CO NA new | 113 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 80 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 54 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Delta Investment Management, LLC new | 55,062 | $7M | 2.1% | 2025-Q4 stale (2 quarters behind) |
| WIN ADVISORS, INC trimmed | 16,870 | $2M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Hershey Financial Advisers, LLC trimmed | 8,636 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED added | 5,097 | $650K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Synergy Asset Management, LLC trimmed | 2,887 | $366K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 2,845 | $361K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Beacon Financial Advisory LLC trimmed | 1,785 | $226K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BXM Wealth LLC added | 152,545 | $124K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC trimmed | 275 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Apexium Financial, LP added | 41,967 | $5M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Ethos Financial Group, LLC added | 7,916 | $953K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Elevation Capital Advisory, LLC trimmed | 3,330 | $401K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| High Falls Advisors, Inc trimmed | 2,655 | $320K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 1,095 | $132K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 58 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 17 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MENORA MIVTACHIM HOLDINGS LTD. added | 72,281 | $8M | 2.3% | 2025-Q2 stale (4 quarters behind) |
| BESSEMER GROUP INC new | 21,272 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC added | 19,053 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC new | 7,148 | $781K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 1,235 | $135K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 128 | $14K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 50 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.