Who owns FDHY
Which tracked institutional funds hold FDHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FDHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
12 tracked funds added or opened FDHY while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
FDHY’s largest tracked holder by dollar value, LPL Financial LLC, 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 FDHY 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 72 tracked filers holding FDHY, 46 increased or opened the position and 27 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 FDHY 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
- PLANWISER FINANCIAL, LLC$1M
Full exits 5
- GOLDMAN SACHS GROUP INC$22M
- Evergreen Private Wealth LLC$3M
- Wise Wealth Partners$2M
- Cambridge Investment Research Advisors, Inc.$865K
- CITADEL ADVISORS LLC$503K
Largest adds
- Geneva Partners, LLC$3M
- LPL Financial LLC$2M
- Advisory Services Network, LLC$956K
- BG Investment Services, LLC$934K
- Kestra Advisory Services, LLC$855K
- OSAIC HOLDINGS, INC.$853K
Largest trims
- JANE STREET GROUP, LLC$1M
- MORGAN STANLEY$340K
- Merit Financial Group, LLC$287K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 529,381 | $26M | 18.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 196,935 | $10M | 6.9% | 2026-Q2 |
| Geneva Partners, LLC added | 126,339 | $6M | 4.4% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION added | 118,644 | $6M | 4.1% | 2026-Q2 |
| BG Investment Services, LLC added | 114,531 | $6M | 4.0% | 2026-Q2 |
| Flavin Financial Services, Inc. added | 113,813 | $6M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 92,635 | $5M | 3.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 69,794 | $3M | 2.4% | 2026-Q2 |
| OmniStar Financial Group, Inc. added | 65,334 | $3M | 2.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 62,748 | $3M | 2.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 61,714 | $3M | 2.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 57,559 | $3M | 2.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 50,646 | $2M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 47,941 | $2M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 46,621 | $2M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 39,925 | $2M | 1.4% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 33,895 | $2M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 30,540 | $1M | 1.1% | 2026-Q2 |
| PLANWISER FINANCIAL, LLC added | 23,155 | $1M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,926 | $1M | 0.7% | 2026-Q2 |
| Sigma Planning Corp trimmed | 20,725 | $1M | 0.7% | 2026-Q2 |
| Townsend Financial Planning, LLC added | 20,375 | $999K | 0.7% | 2026-Q2 |
| Storgate, LLC added | 19,582 | $960K | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 17,911 | $878K | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 15,457 | $758K | 0.5% | 2026-Q2 |
| Breakwater Capital Group added | 14,906 | $731K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 14,363 | $704K | 0.5% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 13,431 | $659K | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 12,495 | $613K | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 12,447 | $610K | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 12,000 | $588K | 0.4% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 9,246 | $453K | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,797 | $433K | 0.3% | 2026-Q2 |
| NWF Advisory Services Inc. | 8,278 | $406K | 0.3% | 2026-Q2 |
| Wealth Care LLC new | 6,690 | $328K | 0.2% | 2026-Q2 |
| Old Mission Investment Co LLC new | 6,503 | $321K | 0.2% | 2026-Q2 |
| Freestate Advisors LLC added | 6,091 | $299K | 0.2% | 2026-Q2 |
| Shared Vision Wealth Group LLC | 5,869 | $288K | 0.2% | 2026-Q2 |
| FORONJY FINANCIAL LLC trimmed | 5,687 | $279K | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 5,479 | $269K | 0.2% | 2026-Q2 |
| Symphony Financial, Ltd. Co. new | 5,100 | $250K | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI new | 5,056 | $249K | 0.2% | 2026-Q2 |
| Prepared Retirement Institute LLC added | 5,078 | $249K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 4,957 | $243K | 0.2% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. new | 0 | $243K | 0.2% | 2026-Q2 |
| FMR LLC added | 4,817 | $236K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,738 | $232K | 0.2% | 2026-Q2 |
| Clearstead Trust, LLC | 4,614 | $226K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc | 2,586 | $127K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,021 | $99K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 1,880 | $92K | 0.1% | 2026-Q2 |
| Financial Management Professionals, Inc. trimmed | 1,430 | $70K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,199 | $59K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 1,000 | $49K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 953 | $47K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 766 | $38K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 747 | $37K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 738 | $36K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 722 | $35K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 594 | $29K | 0.0% | 2026-Q2 |
| Nalls Sherbakoff Group, LLC | 510 | $25K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 232 | $11K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 217 | $11K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. added | 208 | $10K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 189 | $9K | 0.0% | 2026-Q2 |
| LAM GROUP, INC. trimmed | 140 | $7K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 114 | $6K | 0.0% | 2026-Q2 |
| Washington Trust Advisors, Inc. new | 27 | $1K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | $490 | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC | 1 | $61 | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1 | $49 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $48 | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 450,000 | $22M | 15.6% | 2026-Q1 stale (1 quarter behind) |
| Evergreen Private Wealth LLC added | 54,451 | $3M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| Wise Wealth Partners added | 36,557 | $2M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 17,821 | $865K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 10,370 | $503K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| TRUIST FINANCIAL CORP | 9,810 | $476K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 5,639 | $274K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 5,453 | $265K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Eagle Wealth Advisors LLC | 4,943 | $241K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 1,293 | $63K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 280 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SHP Wealth Management | 200 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd | 100 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 70 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Dentgroup LLC trimmed | 43,929 | $2M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| Arete Wealth Advisors, LLC trimmed | 6,081 | $300K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 2,461 | $121K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management added | 770 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 351 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 5,868 | $289K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 734 | $36K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Tradewinds Capital Management, LLC | 8 | $416 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Fifth Third Securities, Inc. new | 5,568 | $272K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CWM, LLC new | 4,284 | $209K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 4,101 | $200K | 0.1% | 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.