Who owns FDT
Which tracked institutional funds hold FDT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FDT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
50 tracked funds added or opened FDT while 25 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
FDT’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes FDT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FDT 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 180 tracked filers holding FDT, 96 increased or opened the position and 72 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 FDT 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 13
- CITADEL ADVISORS LLC$26M
- JANE STREET GROUP, LLC$17M
- GTS SECURITIES LLC$3M
- Redhawk Wealth Advisors, Inc.$3M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Balboa Wealth Partners$2M
Full exits 6
- Coppell Advisory Solutions LLC$4M
- US BANCORP \DE\$1M
- SILVER OAK SECURITIES, INCORPORATED$1M
- COMERICA BANK$1M
- Pine Valley Investments Ltd Liability Co$957K
- Global Retirement Partners, LLC$504K
Largest adds
- WELLS FARGO & COMPANY/MN$45M
- UBS Group AG$33M
- MORGAN STANLEY$22M
- FIRST TRUST ADVISORS LP$22M
- Janney Montgomery Scott LLC$19M
- LPL Financial LLC$8M
Largest trims
- Cambridge Investment Research Advisors, Inc.$8M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- ASSETMARK, INC$2M
- BENJAMIN EDWARDS INC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,264,068 | $110M | 14.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 900,514 | $78M | 10.3% | 2026-Q1 |
| LPL Financial LLC added | 864,273 | $75M | 9.9% | 2026-Q1 |
| UBS Group AG added | 641,778 | $56M | 7.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 348,387 | $30M | 4.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 296,329 | $26M | 3.4% | 2026-Q1 |
| Cetera Investment Advisers added | 283,400 | $25M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 264,936 | $23M | 3.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 258,270 | $22M | 3.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 256,428 | $22M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 238,100 | $21M | 2.7% | 2026-Q1 |
| SAGE PRIVATE WEALTH GROUP, LLC added | 215,975 | $19M | 2.5% | 2026-Q1 |
| SMI Advisory Services, LLC added | 203,985 | $18M | 2.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 195,482 | $17M | 2.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 134,942 | $12M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 131,006 | $11M | 1.5% | 2026-Q1 |
| ASSETMARK, INC trimmed | 118,141 | $10M | 1.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 112,349 | $10M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 95,679 | $8M | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 93,651 | $8M | 1.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 81,376 | $7M | 0.9% | 2026-Q1 |
| Mainsail Financial Group, LLC added | 81,144 | $7M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 71,759 | $6M | 0.8% | 2026-Q1 |
| Crusonia Wealth Advisors LLC trimmed | 59,874 | $5M | 0.7% | 2026-Q1 |
| TPG Financial Advisors, LLC trimmed | 55,595 | $5M | 0.6% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC trimmed | 47,192 | $4M | 0.5% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 43,234 | $4M | 0.5% | 2026-Q1 |
| LVZ, Inc. added | 43,000 | $4M | 0.5% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 42,246 | $4M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 42,104 | $4M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 39,340 | $3M | 0.5% | 2026-Q1 |
| StoneX Group Inc. added | 38,290 | $3M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 37,997 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 37,476 | $3M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 34,995 | $3M | 0.4% | 2026-Q1 |
| L & S Advisors Inc added | 34,174 | $3M | 0.4% | 2026-Q1 |
| Allie Family Office LLC added | 32,052 | $3M | 0.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 31,879 | $3M | 0.4% | 2026-Q1 |
| Towerpoint Wealth, LLC trimmed | 31,565 | $3M | 0.4% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 30,202 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 29,412 | $3M | 0.3% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 29,378 | $3M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 26,793 | $2M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 25,793 | $2M | 0.3% | 2026-Q1 |
| CWM, LLC added | 25,609 | $2M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 25,087 | $2M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 24,236 | $2M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 23,771 | $2M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 22,597 | $2M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 22,363 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 20,935 | $2M | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 20,704 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 21,355 | $2M | 0.2% | 2026-Q1 |
| Balboa Wealth Partners new | 18,443 | $2M | 0.2% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 17,336 | $2M | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 17,270 | $2M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 17,002 | $1M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 16,996 | $1M | 0.2% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV new | 15,348 | $1M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 14,403 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 13,863 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 13,465 | $1M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 13,402 | $1M | 0.2% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 12,656 | $1M | 0.1% | 2026-Q1 |
| SFI Advisors, LLC trimmed | 12,053 | $1M | 0.1% | 2026-Q1 |
| FLAGSTAR ADVISORS INC added | 11,525 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 11,470 | $997K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 11,212 | $975K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 11,067 | $962K | 0.1% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 10,717 | $932K | 0.1% | 2026-Q1 |
| Waterfront Wealth Inc. | 10,640 | $925K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,248 | $891K | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC | 10,153 | $883K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 10,078 | $876K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 9,318 | $810K | 0.1% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 8,423 | $732K | 0.1% | 2026-Q1 |
| Valued Retirements, Inc. new | 7,882 | $685K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 7,629 | $663K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 7,627 | $663K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 7,519 | $654K | 0.1% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC added | 7,235 | $629K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,224 | $628K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,214 | $627K | 0.1% | 2026-Q1 |
| Family Legacy, Inc. added | 6,975 | $606K | 0.1% | 2026-Q1 |
| Pinnacle Family Advisors, LLC trimmed | 6,924 | $602K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 16,942 | $602K | 0.1% | 2026-Q1 |
| Synergy Asset Management, LLC added | 6,902 | $600K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 6,799 | $591K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 6,785 | $590K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 6,558 | $570K | 0.1% | 2026-Q1 |
| ABLE Financial Group, LLC trimmed | 6,348 | $552K | 0.1% | 2026-Q1 |
| Coppell Advisory Solutions LLC added | 45,824 | $4M | 0.5% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 41,604 | $3M | 0.4% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 28,863 | $2M | 0.2% | 2025-Q1 stale |
| US BANCORP \DE\ added | 16,331 | $1M | 0.2% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 16,224 | $1M | 0.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 13,997 | $1M | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 18,688 | $1M | 0.1% | 2025-Q1 stale |
| Pine Valley Investments Ltd Liability Co added | 12,040 | $957K | 0.1% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. trimmed | 10,158 | $698K | 0.1% | 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.