Who owns FDLO (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-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
10 tracked funds added or opened FDLO while 29 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 162 tracked filers holding FDLO, 81 increased or opened the position and 68 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 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
- FIRST TRUST ADVISORS LP$8M
- Hershey Financial Advisers, LLC$1M
Full exits 10
- Howard Capital Management Inc.$16M
- Running Point Capital Advisors, LLC$13M
- FOUNDATIONS INVESTMENT ADVISORS, LLC$6M
- SILVER OAK SECURITIES, INCORPORATED$2M
- OmniStar Financial Group, Inc.$2M
- TWO SIGMA INVESTMENTS, LP$2M
Largest adds
- Cerity Partners LLC$13M
- AE Wealth Management LLC$5M
- MORGAN STANLEY$2M
- GOLDMAN SACHS GROUP INC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$996K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$813K
Largest trims
- FMR LLC$95M
- Corient Private Wealth LLC$14M
- NewEdge Advisors, LLC$8M
- Kestra Advisory Services, LLC$3M
- OSAIC HOLDINGS, INC.$3M
- ROYAL BANK OF CANADA$3M
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 |
|---|---|---|---|---|
| FMR LLC trimmed | 8,949,504 | $578M | 58.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 712,806 | $46M | 4.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 524,517 | $34M | 3.4% | 2026-Q1 |
| LPL Financial LLC added | 417,685 | $27M | 2.7% | 2026-Q1 |
| Campbell Deegan Wealth Management, LLC added | 330,828 | $21M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 302,488 | $20M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 256,501 | $17M | 1.7% | 2026-Q1 |
| Cerity Partners LLC added | 201,821 | $13M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 200,461 | $13M | 1.3% | 2026-Q1 |
| AE Wealth Management LLC added | 193,124 | $12M | 1.3% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 192,247 | $12M | 1.2% | 2026-Q1 |
| SYKON CAPITAL LLC added | 183,619 | $12M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 146,901 | $9M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 146,728 | $9M | 1.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP new | 123,227 | $8M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 118,595 | $8M | 0.8% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 109,339 | $7M | 0.7% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 106,641 | $7M | 0.7% | 2026-Q1 |
| GFG Capital, LLC trimmed | 104,076 | $7M | 0.7% | 2026-Q1 |
| Mechanics Bank Trust Department added | 84,096 | $5M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 82,529 | $5M | 0.5% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 76,254 | $5M | 0.5% | 2026-Q1 |
| Abundance Wealth Counselors trimmed | 62,660 | $4M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 59,184 | $4M | 0.4% | 2026-Q1 |
| Weaver Consulting Group trimmed | 43,084 | $3M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 38,402 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 38,064 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,702 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 34,690 | $2M | 0.2% | 2026-Q1 |
| Advisors Capital Management, LLC trimmed | 32,624 | $2M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 32,173 | $2M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 31,808 | $2M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 25,975 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 24,648 | $2M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 23,083 | $1M | 0.1% | 2026-Q1 |
| Tempus Wealth Planning, LLC trimmed | 22,094 | $1M | 0.1% | 2026-Q1 |
| Argent Trust Co | 22,008 | $1M | 0.1% | 2026-Q1 |
| Rehmann Capital Advisory Group trimmed | 20,877 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 20,510 | $1M | 0.1% | 2026-Q1 |
| Hershey Financial Advisers, LLC added | 18,727 | $1M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 16,270 | $1M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 14,879 | $961K | 0.1% | 2026-Q1 |
| Roxbury Financial LLC added | 14,737 | $952K | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC trimmed | 14,232 | $919K | 0.1% | 2026-Q1 |
| Security Financial Services, INC. added | 14,101 | $911K | 0.1% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 13,957 | $901K | 0.1% | 2026-Q1 |
| Smart Money Group LLC trimmed | 13,630 | $880K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 11,825 | $764K | 0.1% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 11,748 | $759K | 0.1% | 2026-Q1 |
| Creative Planning added | 11,136 | $719K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,649 | $694K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 10,541 | $681K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 10,396 | $672K | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 10,295 | $665K | 0.1% | 2026-Q1 |
| CWM, LLC added | 9,785 | $632K | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 9,783 | $632K | 0.1% | 2026-Q1 |
| Westside Investment Management, Inc. trimmed | 9,685 | $626K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 9,652 | $623K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 9,577 | $619K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 8,515 | $550K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 8,484 | $548K | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 8,417 | $544K | 0.1% | 2026-Q1 |
| Buttonwood Financial Group, LLC added | 8,398 | $542K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 8,187 | $529K | 0.1% | 2026-Q1 |
| Betterment LLC added | 7,722 | $499K | 0.1% | 2026-Q1 |
| WESTBOURNE INVESTMENTS, INC. added | 7,288 | $471K | 0.0% | 2026-Q1 |
| Strategic Advocates LLC trimmed | 7,228 | $467K | 0.0% | 2026-Q1 |
| Savvy Advisors, Inc. added | 7,061 | $456K | 0.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 6,861 | $443K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 6,663 | $430K | 0.0% | 2026-Q1 |
| Cresset Asset Management, LLC | 6,304 | $407K | 0.0% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC | 6,250 | $404K | 0.0% | 2026-Q1 |
| Unified Investment Management | 6,150 | $397K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 6,066 | $392K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,025 | $389K | 0.0% | 2026-Q1 |
| Snider Financial Group | 5,760 | $372K | 0.0% | 2026-Q1 |
| Valley Financial Group, Inc. trimmed | 5,558 | $359K | 0.0% | 2026-Q1 |
| UBS Group AG added | 5,526 | $357K | 0.0% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 5,517 | $356K | 0.0% | 2026-Q1 |
| RFG Advisory, LLC new | 5,480 | $354K | 0.0% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 5,384 | $348K | 0.0% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 5,113 | $330K | 0.0% | 2026-Q1 |
| Howard Capital Management Inc. added | 233,344 | $16M | 1.6% | 2025-Q4 stale |
| Running Point Capital Advisors, LLC added | 192,123 | $13M | 1.3% | 2025-Q4 stale |
| Thrivent Financial for Lutherans | 111,638 | $7M | 0.7% | 2025-Q1 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC added | 87,683 | $6M | 0.6% | 2025-Q4 stale |
| Tyler-Stone Wealth Management trimmed | 33,877 | $2M | 0.2% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 26,009 | $2M | 0.2% | 2025-Q4 stale |
| OmniStar Financial Group, Inc. added | 24,540 | $2M | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 24,500 | $2M | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 18,747 | $1M | 0.1% | 2025-Q4 stale |
| Sequent Asset Management, LLC | 18,510 | $1M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 16,091 | $1M | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 12,509 | $786K | 0.1% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 11,055 | $670K | 0.1% | 2025-Q1 stale |
| AllSquare Wealth Management LLC | 9,933 | $654K | 0.1% | 2025-Q3 stale |
| CITIGROUP INC added | 9,055 | $604K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 8,861 | $556K | 0.1% | 2025-Q2 stale |
| Empowered Funds, LLC new | 8,624 | $523K | 0.1% | 2025-Q1 stale |
| REGATTA CAPITAL GROUP, LLC | 7,578 | $499K | 0.1% | 2025-Q3 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.