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Institutional Ownership · SEC Form 13F

Who owns Fifth District Savings Bank (FDSB)


Which tracked institutional funds hold FDSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FDSB 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.

23
Institutional holders
1M
Shares held (tracked funds)
24.5%
Of shares outstanding

How the tape is positioned

3 tracked funds added or opened FDSB while 2 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

FDSB’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., 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 FDSB 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 23 tracked filers holding FDSB, 13 increased or opened the position and 7 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 FDSB 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 1

  • VANGUARD CAPITAL MANAGEMENT LLC$3M

Full exits 2

  • VANGUARD GROUP INC$4M
  • CITADEL ADVISORS LLC$516K

Largest adds

  • RAYMOND JAMES FINANCIAL INC$1M
  • ALLIANCEBERNSTEIN L.P.$531K

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).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. added312,123$5M15.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new233,248$3M11.3%2026-Q1
MANGROVE PARTNERS IM, LLC141,766$2M6.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added132,216$2M6.4%2026-Q1
STILWELL VALUE LLC80,000$1M3.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added63,956$948K3.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added50,157$744K2.4%2026-Q1
MORGAN STANLEY50,000$741K2.4%2026-Q1
TruWealth Advisors, LLC added37,741$559K1.8%2026-Q1
Arcus Capital Partners, LLC added36,504$541K1.8%2026-Q1
Creative Planning trimmed30,000$445K1.5%2026-Q1
BlackRock, Inc. added27,950$414K1.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new27,747$411K1.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added21,782$321K1.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,437$258K0.8%2026-Q1
NORTHERN TRUST CORP new11,031$163K0.5%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC10,260$152K0.5%2026-Q1
Beacon Pointe Advisors, LLC10,000$148K0.5%2026-Q1
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$148K0.5%2026-Q1
Vanguard Global Advisers, LLC new3,039$45K0.1%2026-Q1
OSAIC HOLDINGS, INC.996$15K0.0%2026-Q1
American Capital Advisory, LLC550$8K0.0%2026-Q1
ROYAL BANK OF CANADA added324$5K0.0%2026-Q1
VANGUARD GROUP INC added264,034$4M12.9%2025-Q4 stale
Fourthstone LLC added248,966$3M11.3%2025-Q3 stale
FJ Capital Management LLC trimmed247,691$3M10.0%2025-Q2 stale
CITADEL ADVISORS LLC added34,375$516K1.7%2025-Q4 stale
MARSHALL WACE, LLP new10,076$151K0.5%2025-Q4 stale
WELLS FARGO & COMPANY/MN1,000$12K0.0%2025-Q1 stale
Tower Research Capital LLC (TRC) added132$2K0.0%2025-Q3 stale
BARCLAYS PLC new8$1110.0%2025-Q3 stale
UBS Group AG trimmed7$1050.0%2025-Q4 stale
BANK OF AMERICA CORP /DE/5$750.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

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