Who owns FGD (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-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
The tracked-fund tape on FGD is one-sided between 2025-Q4 and 2026-Q1: 56 added or opened and 9 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 190 tracked filers holding FGD, 115 increased or opened the position and 67 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 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 17
- Oxford Wealth Group, LLC$4M
- Compass Financial Services Inc$3M
- Hobart Private Capital, LLC$3M
- Independent Advisor Alliance$3M
- BELLEVUE ASSET MANAGEMENT, LLC$3M
- Split Rock Private Trading & Wealth Management, LLC$1M
Full exits 3
- CacheTech Inc.$1M
- CIBC Private Wealth Group LLC$689K
- COMERICA BANK$597K
Largest adds
- LPL Financial LLC$61M
- WELLS FARGO & COMPANY/MN$28M
- BANK OF AMERICA CORP /DE/$16M
- MORGAN STANLEY$14M
- UBS Group AG$8M
- CITADEL ADVISORS LLC$8M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$101M
- RAYMOND JAMES FINANCIAL INC$9M
- AMERIPRISE FINANCIAL INC$9M
- AE Wealth Management LLC$6M
- JANE STREET GROUP, LLC$2M
- MML INVESTORS SERVICES, LLC$558K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 5,085,492 | $162M | 20.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,422,721 | $109M | 13.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,497,162 | $48M | 6.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,147,241 | $37M | 4.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,066,064 | $34M | 4.3% | 2026-Q1 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,063,000 | $34M | 4.3% | 2026-Q1 |
| UBS Group AG added | 1,013,617 | $32M | 4.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 954,395 | $30M | 3.9% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 642,963 | $21M | 2.6% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 546,216 | $17M | 2.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 521,486 | $17M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 499,243 | $16M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 487,419 | $16M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 413,257 | $13M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 380,543 | $12M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 285,052 | $9M | 1.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 227,811 | $7M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 231,831 | $7M | 0.9% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC added | 221,062 | $7M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 203,104 | $6M | 0.8% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 198,026 | $6M | 0.8% | 2026-Q1 |
| IMG Wealth Management, Inc. trimmed | 192,604 | $6M | 0.8% | 2026-Q1 |
| ForthRight Wealth Management, LLC trimmed | 176,356 | $6M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 143,458 | $5M | 0.6% | 2026-Q1 |
| Lynx Investment Advisory trimmed | 133,305 | $4M | 0.5% | 2026-Q1 |
| Owen LaRue, LLC added | 133,088 | $4M | 0.5% | 2026-Q1 |
| Oxford Wealth Group, LLC new | 130,969 | $4M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 124,108 | $4M | 0.5% | 2026-Q1 |
| Creekside Partners added | 122,248 | $4M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 117,122 | $4M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 115,153 | $4M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 113,473 | $4M | 0.5% | 2026-Q1 |
| SMART Wealth LLC trimmed | 112,125 | $4M | 0.5% | 2026-Q1 |
| Harvest Investment Services, LLC added | 105,273 | $3M | 0.4% | 2026-Q1 |
| Trueblood Wealth Management, LLC added | 100,398 | $3M | 0.4% | 2026-Q1 |
| Compass Financial Services Inc new | 97,466 | $3M | 0.4% | 2026-Q1 |
| Twelve Points Wealth Management LLC trimmed | 93,315 | $3M | 0.4% | 2026-Q1 |
| Hobart Private Capital, LLC new | 90,480 | $3M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 87,408 | $3M | 0.4% | 2026-Q1 |
| WealthBridge Capital Management, LLC added | 86,237 | $3M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 85,816 | $3M | 0.3% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC new | 85,457 | $3M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 87,501 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 77,892 | $2M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 77,223 | $2M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 66,723 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 63,879 | $2M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 62,989 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 59,048 | $2M | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 57,099 | $2M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 56,293 | $2M | 0.2% | 2026-Q1 |
| &PARTNERS added | 54,453 | $2M | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. added | 48,254 | $2M | 0.2% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. trimmed | 48,187 | $2M | 0.2% | 2026-Q1 |
| Split Rock Private Trading & Wealth Management, LLC new | 45,842 | $1M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 45,276 | $1M | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 45,003 | $1M | 0.2% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC | 43,014 | $1M | 0.2% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 43,014 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 40,766 | $1M | 0.2% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 40,656 | $1M | 0.2% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 40,091 | $1M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 39,887 | $1M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 37,874 | $1M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 34,085 | $1M | 0.1% | 2026-Q1 |
| Collier Financial added | 33,307 | $1M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 32,377 | $1M | 0.1% | 2026-Q1 |
| Triumph Capital Management added | 32,318 | $1M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 31,768 | $1M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 30,062 | $960K | 0.1% | 2026-Q1 |
| Key Capital Management, INC trimmed | 29,301 | $936K | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID new | 29,238 | $934K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 27,066 | $864K | 0.1% | 2026-Q1 |
| Intellectus Partners, LLC trimmed | 27,002 | $862K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 26,829 | $857K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 24,685 | $791K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors new | 24,084 | $769K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 23,811 | $760K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 23,706 | $757K | 0.1% | 2026-Q1 |
| DDFG, Inc trimmed | 23,701 | $757K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 22,745 | $726K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 22,326 | $713K | 0.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 21,970 | $701K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 21,509 | $687K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 21,186 | $676K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 20,274 | $647K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 20,258 | $647K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 20,092 | $642K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 19,881 | $635K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. new | 19,502 | $623K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 19,065 | $609K | 0.1% | 2026-Q1 |
| Advisors Capital Management, LLC | 18,741 | $598K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 18,578 | $593K | 0.1% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 18,178 | $580K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 78,455 | $2M | 0.2% | 2025-Q1 stale |
| RiverTree Advisors, LLC new | 54,358 | $1M | 0.2% | 2025-Q2 stale |
| L.M. KOHN & COMPANY trimmed | 44,086 | $1M | 0.2% | 2025-Q2 stale |
| CacheTech Inc. new | 37,635 | $1M | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 22,756 | $689K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 19,718 | $597K | 0.1% | 2025-Q4 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.