Who owns FDG (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-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 FDG is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 18 trimmed or exited — on balance reducing.
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 2025-Q4 and 2026-Q1, across 57 tracked filers holding FDG, 29 increased or opened the position and 29 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 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 2
- Geneos Wealth Management Inc.$554K
- GOLDMAN SACHS GROUP INC$517K
Full exits 4
- Delta Investment Management, LLC$7M
- WIN ADVISORS, INC$2M
- Hershey Financial Advisers, LLC$1M
- SILVER OAK SECURITIES, INCORPORATED$650K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$2M
Largest trims
- AMERICAN CENTURY COMPANIES INC$8M
- Cambridge Investment Research Advisors, Inc.$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- OSAIC HOLDINGS, INC.$3M
- BANK OF AMERICA CORP /DE/$758K
- CREATIVE FINANCIAL DESIGNS INC /ADV$732K
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 | 602,262 | $69M | 25.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 490,733 | $56M | 20.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 247,468 | $28M | 10.5% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 67,897 | $8M | 2.9% | 2026-Q1 |
| ERn Financial, LLC added | 65,572 | $7M | 2.8% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 52,432 | $6M | 2.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 51,821 | $6M | 2.2% | 2026-Q1 |
| Sunpointe, LLC | 49,334 | $6M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 39,792 | $5M | 1.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 38,261 | $4M | 1.6% | 2026-Q1 |
| Networth Advisors, LLC added | 38,310 | $4M | 1.6% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 29,742 | $3M | 1.3% | 2026-Q1 |
| Slagle Financial, LLC trimmed | 27,815 | $3M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 26,699 | $3M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 26,474 | $3M | 1.1% | 2026-Q1 |
| AE Wealth Management LLC added | 23,769 | $3M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 22,668 | $3M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 15,754 | $2M | 0.7% | 2026-Q1 |
| Koenig Investment Advisory, LLC added | 15,572 | $2M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 15,338 | $2M | 0.7% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 13,222 | $2M | 0.6% | 2026-Q1 |
| Dominguez Wealth Management Solutions, Inc. trimmed | 12,184 | $1M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 6,930 | $790K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,521 | $744K | 0.3% | 2026-Q1 |
| Strategies Wealth Advisors, LLC | 6,222 | $710K | 0.3% | 2026-Q1 |
| Owen LaRue, LLC trimmed | 5,859 | $668K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. new | 4,858 | $554K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,533 | $517K | 0.2% | 2026-Q1 |
| Financial Partners Group, Inc trimmed | 4,462 | $509K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 4,030 | $460K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,976 | $453K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,420 | $390K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 3,407 | $389K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC | 3,395 | $387K | 0.1% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC | 3,292 | $375K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 3,150 | $359K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 2,776 | $317K | 0.1% | 2026-Q1 |
| Realta Investment Advisors added | 2,738 | $312K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,203 | $241K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,798 | $205K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,740 | $198K | 0.1% | 2026-Q1 |
| ADVISORTRUST PARTNERS, LLC new | 1,184 | $135K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 998 | $114K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 784 | $89K | 0.0% | 2026-Q1 |
| FMR LLC added | 237 | $27K | 0.0% | 2026-Q1 |
| CWM, LLC | 150 | $17K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. | 128 | $15K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 128 | $15K | 0.0% | 2026-Q1 |
| GLENMEDE TRUST CO NA new | 113 | $13K | 0.0% | 2026-Q1 |
| Godfrey Financial Associates, Inc. | 80 | $9K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 80 | $9K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 54 | $6K | 0.0% | 2026-Q1 |
| UBS Group AG added | 44 | $5K | 0.0% | 2026-Q1 |
| Truvestments Capital LLC | 36 | $4K | 0.0% | 2026-Q1 |
| Key Capital Management, INC new | 34 | $4K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 26 | $3K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 23 | $3K | 0.0% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. added | 72,281 | $8M | 2.9% | 2025-Q2 stale |
| Delta Investment Management, LLC added | 55,062 | $7M | 2.6% | 2025-Q4 stale |
| Apexium Financial, LP added | 41,967 | $5M | 1.9% | 2025-Q3 stale |
| BESSEMER GROUP INC new | 21,272 | $2M | 0.9% | 2025-Q2 stale |
| WIN ADVISORS, INC trimmed | 16,870 | $2M | 0.8% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 19,053 | $2M | 0.8% | 2025-Q2 stale |
| Hershey Financial Advisers, LLC trimmed | 8,636 | $1M | 0.4% | 2025-Q4 stale |
| Ethos Financial Group, LLC added | 7,916 | $953K | 0.4% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 7,148 | $781K | 0.3% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 5,097 | $650K | 0.2% | 2025-Q4 stale |
| Maia Wealth LLC new | 6,595 | $453K | 0.2% | 2025-Q1 stale |
| Elevation Capital Advisory, LLC trimmed | 3,330 | $401K | 0.1% | 2025-Q3 stale |
| Synergy Asset Management, LLC trimmed | 2,887 | $366K | 0.1% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC new | 3,978 | $361K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 2,845 | $361K | 0.1% | 2025-Q4 stale |
| High Falls Advisors, Inc trimmed | 2,655 | $320K | 0.1% | 2025-Q3 stale |
| GeoWealth Management, LLC trimmed | 3,082 | $280K | 0.1% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. trimmed | 1,988 | $252K | 0.1% | 2025-Q4 stale |
| Beacon Financial Advisory LLC trimmed | 1,785 | $226K | 0.1% | 2025-Q4 stale |
| Crestwood Advisors Group, LLC | 1,728 | $219K | 0.1% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 1,596 | $202K | 0.1% | 2025-Q4 stale |
| Park Square Financial Group, LLC added | 1,235 | $135K | 0.1% | 2025-Q2 stale |
| Wealthspire Advisors, LLC new | 1,095 | $132K | 0.0% | 2025-Q3 stale |
| BXM Wealth LLC added | 152,545 | $124K | 0.0% | 2025-Q4 stale |
| AlphaCore Capital LLC trimmed | 275 | $35K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 128 | $14K | 0.0% | 2025-Q2 stale |
| Advisory Services Network, LLC trimmed | 58 | $7K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC new | 51 | $6K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 50 | $5K | 0.0% | 2025-Q2 stale |
| Peoples Bank/KS new | 40 | $4K | 0.0% | 2025-Q1 stale |
| SIGNATUREFD, LLC new | 27 | $2K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 17 | $2K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.