Who owns FDLO
Which tracked institutional funds hold FDLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FDLO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
30 tracked funds added or opened FDLO while 17 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
FDLO’s largest tracked holder by dollar value, FMR 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 FDLO 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 165 tracked filers holding FDLO, 79 increased or opened the position and 74 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 FDLO 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 9
- 49 WEALTH MANAGEMENT, LLC$9M
- ALONGSIDE, LLC$9M
- KENNEDY INVESTMENT GROUP, INC.$7M
- Savant Capital, LLC$6M
- Envision Financial Transparency, LLC$4M
- TWO SIGMA INVESTMENTS, LP$4M
Full exits 8
- SYKON CAPITAL LLC$12M
- FIRST TRUST ADVISORS LP$8M
- EXENCIAL WEALTH ADVISORS, LLC$5M
- Cambridge Investment Research Advisors, Inc.$2M
- Capital Analysts, LLC$2M
- Hershey Financial Advisers, LLC$1M
Largest adds
- Corient Private Wealth LP$13M
- Ameritas Advisory Services, LLC$10M
- NewEdge Advisors, LLC$8M
- GOLDMAN SACHS GROUP INC$5M
- OSAIC HOLDINGS, INC.$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
Largest trims
- FMR LLC$22M
- MORGAN STANLEY$5M
- Kestra Advisory Services, LLC$1M
- JANE STREET GROUP, LLC$1M
- Cerity Partners LLC$589K
- Rockefeller Capital Management L.P.$448K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 8,130,998 | $556M | 56.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 701,383 | $48M | 4.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 534,296 | $37M | 3.7% | 2026-Q2 |
| LPL Financial LLC added | 425,154 | $29M | 3.0% | 2026-Q2 |
| Campbell Deegan Wealth Management, LLC added | 337,359 | $23M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 281,823 | $19M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 269,229 | $18M | 1.9% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 254,114 | $17M | 1.8% | 2026-Q2 |
| AE Wealth Management LLC added | 215,183 | $15M | 1.5% | 2026-Q2 |
| Corient Private Wealth LP added | 193,011 | $13M | 1.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 186,105 | $13M | 1.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 182,143 | $12M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 172,164 | $12M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 145,468 | $10M | 1.0% | 2026-Q2 |
| ALONGSIDE, LLC added | 133,211 | $9M | 0.9% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC new | 133,211 | $9M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 123,304 | $8M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 121,023 | $8M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 116,662 | $8M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 112,946 | $8M | 0.8% | 2026-Q2 |
| GFG Capital, LLC trimmed | 100,671 | $7M | 0.7% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 99,075 | $7M | 0.7% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. new | 96,159 | $7M | 0.7% | 2026-Q2 |
| Mechanics Bank Trust Department added | 93,546 | $6M | 0.6% | 2026-Q2 |
| Abundance Wealth Counselors added | 91,006 | $6M | 0.6% | 2026-Q2 |
| Savant Capital, LLC new | 76,680 | $6M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 62,188 | $4M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 60,738 | $4M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 57,000 | $4M | 0.4% | 2026-Q2 |
| Envision Financial Transparency, LLC new | 55,268 | $4M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 44,854 | $3M | 0.3% | 2026-Q2 |
| Weaver Consulting Group trimmed | 42,778 | $3M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,397 | $3M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 30,954 | $2M | 0.2% | 2026-Q2 |
| Advisors Capital Management, LLC trimmed | 30,453 | $2M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 29,270 | $2M | 0.2% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC new | 28,852 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 23,473 | $2M | 0.2% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 22,081 | $2M | 0.2% | 2026-Q2 |
| Argent Trust Co | 22,008 | $2M | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group | 20,877 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 19,522 | $1M | 0.1% | 2026-Q2 |
| Sequent Asset Management, LLC | 17,010 | $1M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 15,984 | $1M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 15,281 | $1M | 0.1% | 2026-Q2 |
| Roxbury Financial LLC added | 15,230 | $1M | 0.1% | 2026-Q2 |
| Pallas Capital Advisors LLC trimmed | 13,937 | $952K | 0.1% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 13,581 | $928K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 13,278 | $907K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 12,828 | $877K | 0.1% | 2026-Q2 |
| Creative Planning added | 11,831 | $808K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 11,817 | $808K | 0.1% | 2026-Q2 |
| Smart Money Group LLC trimmed | 11,363 | $776K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,228 | $788K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 11,094 | $758K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 10,500 | $718K | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 10,324 | $706K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 9,839 | $672K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 9,560 | $653K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 9,272 | $634K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 9,155 | $626K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 9,111 | $623K | 0.1% | 2026-Q2 |
| Buttonwood Financial Group, LLC added | 8,988 | $614K | 0.1% | 2026-Q2 |
| UBS Group AG added | 8,685 | $593K | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. trimmed | 8,445 | $577K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 7,693 | $526K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 7,552 | $516K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 7,443 | $509K | 0.1% | 2026-Q2 |
| WESTBOURNE INVESTMENTS, INC. | 7,288 | $498K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 7,172 | $490K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 6,957 | $475K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 6,794 | $464K | 0.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 6,550 | $448K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC | 6,304 | $431K | 0.0% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC | 6,250 | $427K | 0.0% | 2026-Q2 |
| City Center Advisors, LLC new | 6,224 | $425K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,151 | $420K | 0.0% | 2026-Q2 |
| Unified Investment Management | 6,150 | $420K | 0.0% | 2026-Q2 |
| Valley Financial Group, Inc. trimmed | 5,540 | $379K | 0.0% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 5,519 | $377K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC added | 5,505 | $376K | 0.0% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 5,133 | $351K | 0.0% | 2026-Q2 |
| Strategic Advocates LLC trimmed | 5,108 | $349K | 0.0% | 2026-Q2 |
| Ascent Group, LLC added | 5,097 | $348K | 0.0% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 4,997 | $341K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 4,938 | $337K | 0.0% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC trimmed | 4,697 | $321K | 0.0% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 4,659 | $318K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 4,580 | $313K | 0.0% | 2026-Q2 |
| World Investment Advisors trimmed | 4,525 | $308K | 0.0% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI | 4,497 | $307K | 0.0% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 4,424 | $302K | 0.0% | 2026-Q2 |
| OneAscent Financial Services LLC new | 4,215 | $288K | 0.0% | 2026-Q2 |
| Drake & Associates, LLC new | 4,129 | $282K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO new | 3,819 | $261K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 3,818 | $261K | 0.0% | 2026-Q2 |
| JB Capital LLC added | 3,632 | $248K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 3,615 | $247K | 0.0% | 2026-Q2 |
| AMG National Trust Bank added | 3,551 | $243K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 301 | $1M | 0.1% | 2026-Q2 |
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.