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-Q2 13F filings (latest filed 2026-08-19). 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 19 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
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 2026-Q1 and 2026-Q2, across 194 tracked filers holding FDT, 110 increased or opened the position and 79 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 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 6
- AMERIPRISE FINANCIAL INC$5M
- Coign Capital Advisors LLC$2M
- Centennial Wealth Advisory LLC$1M
- RiverTree Advisors, LLC$970K
- Dynamic Advisor Solutions LLC$647K
- Ameritas Advisory Services, LLC$557K
Full exits 9
- CITADEL ADVISORS LLC$26M
- Janney Montgomery Scott LLC$22M
- Cambridge Investment Research Advisors, Inc.$8M
- GTS SECURITIES LLC$3M
- CWM, LLC$2M
- PARK AVENUE SECURITIES LLC$1M
Largest adds
- MORGAN STANLEY$68M
- &PARTNERS$26M
- LPL Financial LLC$19M
- Cetera Investment Advisers$9M
- ENVESTNET ASSET MANAGEMENT INC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
Largest trims
- JANE STREET GROUP, LLC$15M
- WELLS FARGO & COMPANY/MN$12M
- UBS Group AG$10M
- Gateway Wealth Partners, LLC$1M
- TPG Financial Advisors, LLC$869K
- RFG Advisory, LLC$809K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,883,655 | $178M | 20.7% | 2026-Q2 |
| LPL Financial LLC added | 989,346 | $94M | 10.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 703,298 | $67M | 7.7% | 2026-Q2 |
| UBS Group AG trimmed | 487,833 | $46M | 5.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 393,613 | $37M | 4.3% | 2026-Q2 |
| Cetera Investment Advisers added | 358,256 | $34M | 3.9% | 2026-Q2 |
| &PARTNERS added | 290,817 | $27M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 241,768 | $23M | 2.7% | 2026-Q2 |
| SAGE PRIVATE WEALTH GROUP, LLC added | 239,001 | $23M | 2.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 235,545 | $22M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 229,938 | $22M | 2.5% | 2026-Q2 |
| SMI Advisory Services, LLC added | 208,908 | $20M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 170,519 | $16M | 1.9% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 150,233 | $14M | 1.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 147,520 | $14M | 1.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 126,821 | $12M | 1.4% | 2026-Q2 |
| ASSETMARK, INC added | 125,816 | $12M | 1.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 105,456 | $10M | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 105,338 | $10M | 1.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 100,556 | $10M | 1.1% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 94,010 | $9M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 75,893 | $7M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 69,767 | $7M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 66,388 | $6M | 0.7% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 60,183 | $6M | 0.7% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 60,145 | $6M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 51,043 | $5M | 0.6% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 49,961 | $5M | 0.5% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC trimmed | 46,754 | $4M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 45,130 | $4M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 44,963 | $4M | 0.5% | 2026-Q2 |
| TPG Financial Advisors, LLC trimmed | 41,866 | $4M | 0.5% | 2026-Q2 |
| LVZ, Inc. trimmed | 41,666 | $4M | 0.5% | 2026-Q2 |
| StoneX Group Inc. added | 40,633 | $4M | 0.4% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 40,596 | $4M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 39,702 | $4M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 39,233 | $4M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 37,139 | $4M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 34,358 | $3M | 0.4% | 2026-Q2 |
| L & S Advisors Inc trimmed | 34,171 | $3M | 0.4% | 2026-Q2 |
| Allie Family Office LLC | 32,052 | $3M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 31,898 | $3M | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 31,494 | $3M | 0.3% | 2026-Q2 |
| Towerpoint Wealth, LLC trimmed | 31,214 | $3M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 28,812 | $3M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 26,178 | $2M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 25,606 | $2M | 0.3% | 2026-Q2 |
| Coign Capital Advisors LLC new | 22,114 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 21,641 | $2M | 0.2% | 2026-Q2 |
| Balboa Wealth Partners added | 21,107 | $2M | 0.2% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 20,430 | $2M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 20,133 | $2M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC added | 18,226 | $2M | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 17,321 | $2M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 17,122 | $2M | 0.2% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 16,760 | $2M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 15,575 | $1M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 15,575 | $1M | 0.2% | 2026-Q2 |
| Centennial Wealth Advisory LLC new | 15,300 | $1M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 14,744 | $1M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 14,301 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 13,562 | $1M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 13,413 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 13,278 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 13,232 | $1M | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 13,151 | $1M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 12,429 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 12,253 | $1M | 0.1% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 12,044 | $1M | 0.1% | 2026-Q2 |
| SFI Advisors, LLC trimmed | 11,997 | $1M | 0.1% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 11,583 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 11,033 | $1M | 0.1% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 10,975 | $1M | 0.1% | 2026-Q2 |
| Waterfront Wealth Inc. | 10,640 | $984K | 0.1% | 2026-Q2 |
| RiverTree Advisors, LLC new | 10,244 | $970K | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC | 10,153 | $961K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 10,031 | $950K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 9,419 | $892K | 0.1% | 2026-Q2 |
| Private Advisory Group LLC added | 9,203 | $871K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 8,836 | $837K | 0.1% | 2026-Q2 |
| Ignite Planners, LLC added | 8,597 | $814K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 8,320 | $788K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 7,951 | $753K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,623 | $722K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 7,259 | $687K | 0.1% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC | 7,235 | $685K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 7,102 | $672K | 0.1% | 2026-Q2 |
| Family Legacy, Inc. trimmed | 6,907 | $654K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 6,831 | $647K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC | 6,014 | $569K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 5,881 | $557K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 5,753 | $545K | 0.1% | 2026-Q2 |
| ABLE Financial Group, LLC trimmed | 5,687 | $538K | 0.1% | 2026-Q2 |
| FMR LLC added | 5,445 | $516K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 5,418 | $513K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 5,265 | $498K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,124 | $485K | 0.1% | 2026-Q2 |
| PFG Advisors added | 5,102 | $483K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 4,605 | $436K | 0.1% | 2026-Q2 |
| Pinnacle Family Advisors, LLC trimmed | 4,581 | $434K | 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.