Who owns FGD
Which tracked institutional funds hold FGD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FGD 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
40 tracked funds added or opened FGD 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
FGD’s largest tracked holder by dollar value, LPL Financial 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 FGD 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 202 tracked filers holding FGD, 135 increased or opened the position and 66 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 FGD 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
- Focus Financial Network, Inc.$12M
- Triad Wealth Partners, LLC$4M
- RiverTree Advisors, LLC$1M
- IFG Advisory, LLC$1M
- First Heartland Consultants, Inc.$1M
- LOWE BROCKENBROUGH & CO INC$768K
Full exits 10
- Janney Montgomery Scott LLC$17M
- CITADEL ADVISORS LLC$9M
- JANE STREET GROUP, LLC$6M
- Cambridge Investment Research Advisors, Inc.$4M
- Independent Advisor Alliance$3M
- TCFG WEALTH MANAGEMENT, LLC$1M
Largest adds
- WELLS FARGO & COMPANY/MN$15M
- LPL Financial LLC$14M
- UBS Group AG$14M
- MORGAN STANLEY$11M
- BANK OF AMERICA CORP /DE/$8M
- RAYMOND JAMES FINANCIAL INC$5M
Largest trims
- AMERIPRISE FINANCIAL INC$6M
- Gateway Wealth Partners, LLC$3M
- Owen LaRue, LLC$1M
- Lynx Investment Advisory$728K
- AE Wealth Management LLC$611K
- MERCER GLOBAL ADVISORS INC /ADV$523K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 5,526,216 | $177M | 20.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,872,883 | $124M | 14.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,827,933 | $58M | 6.9% | 2026-Q2 |
| UBS Group AG added | 1,439,472 | $46M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,410,118 | $45M | 5.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,227,175 | $39M | 4.6% | 2026-Q2 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,063,000 | $34M | 4.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 758,558 | $24M | 2.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 622,667 | $20M | 2.3% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 583,714 | $19M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 560,500 | $18M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 530,712 | $17M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 518,397 | $17M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 465,842 | $15M | 1.7% | 2026-Q2 |
| Focus Financial Network, Inc. new | 389,682 | $12M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 288,074 | $9M | 1.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC added | 245,523 | $8M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 245,046 | $8M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 203,506 | $7M | 0.8% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 196,254 | $6M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 180,235 | $6M | 0.7% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 169,056 | $5M | 0.6% | 2026-Q2 |
| ForthRight Wealth Management, LLC trimmed | 165,594 | $5M | 0.6% | 2026-Q2 |
| Creekside Partners added | 123,044 | $4M | 0.5% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 122,204 | $4M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 119,529 | $4M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 110,391 | $4M | 0.4% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 110,305 | $4M | 0.4% | 2026-Q2 |
| Harvest Investment Services, LLC added | 110,055 | $4M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 107,669 | $3M | 0.4% | 2026-Q2 |
| Compass Financial Services Inc added | 107,269 | $3M | 0.4% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 106,896 | $3M | 0.4% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 104,153 | $3M | 0.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 102,791 | $3M | 0.4% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 100,468 | $3M | 0.4% | 2026-Q2 |
| SMART Wealth LLC trimmed | 99,371 | $3M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 98,638 | $3M | 0.4% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 96,316 | $3M | 0.4% | 2026-Q2 |
| Hobart Private Capital, LLC added | 96,227 | $3M | 0.4% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 93,405 | $3M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 88,198 | $3M | 0.3% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 87,167 | $3M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 84,067 | $3M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 82,654 | $3M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 81,757 | $3M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 80,887 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS added | 75,140 | $2M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 68,629 | $2M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 66,822 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 65,637 | $2M | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 63,315 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 58,900 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 50,432 | $2M | 0.2% | 2026-Q2 |
| Split Rock Private Trading & Wealth Management, LLC added | 49,180 | $2M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 48,206 | $2M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 47,496 | $2M | 0.2% | 2026-Q2 |
| RiverTree Advisors, LLC trimmed | 46,250 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 46,212 | $1M | 0.2% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. trimmed | 43,676 | $1M | 0.2% | 2026-Q2 |
| TCFG Investment Advisors, LLC added | 43,185 | $1M | 0.2% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 40,718 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 40,648 | $1M | 0.2% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 39,889 | $1M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 38,508 | $1M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 38,335 | $1M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. new | 38,284 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 38,088 | $1M | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 33,211 | $1M | 0.1% | 2026-Q2 |
| Key Capital Management, INC added | 32,752 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 31,116 | $995K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 31,049 | $993K | 0.1% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 30,772 | $984K | 0.1% | 2026-Q2 |
| Collier Financial trimmed | 29,623 | $948K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 28,918 | $925K | 0.1% | 2026-Q2 |
| Intellectus Partners, LLC trimmed | 25,841 | $827K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 25,679 | $821K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 25,430 | $814K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 25,157 | $828K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 24,388 | $780K | 0.1% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC new | 24,004 | $768K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 22,857 | $731K | 0.1% | 2026-Q2 |
| DDFG, Inc trimmed | 22,557 | $722K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 21,849 | $699K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 21,802 | $697K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 21,503 | $688K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 21,148 | $677K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 20,771 | $664K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 20,442 | $654K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 20,055 | $642K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 19,958 | $638K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 19,574 | $626K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 19,566 | $626K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 19,505 | $624K | 0.1% | 2026-Q2 |
| Advisors Capital Management, LLC | 18,741 | $600K | 0.1% | 2026-Q2 |
| HOWE & RUSLING INC added | 18,320 | $586K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 18,065 | $578K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,993 | $576K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 17,941 | $574K | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 17,883 | $572K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 17,679 | $566K | 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.