Who owns FGM
Which tracked institutional funds hold FGM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FGM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
7 tracked funds added or opened FGM while 4 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
FGM’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, 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 FGM 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 28 tracked filers holding FGM, 15 increased or opened the position and 12 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 FGM 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 3
- Advisory Services Network, LLC$4M
- CITADEL ADVISORS LLC$3M
- Private Advisory Group LLC$794K
Full exits 1
- Kestra Advisory Services, LLC$3M
Largest adds
- FIRST TRUST ADVISORS LP$18M
- &PARTNERS$4M
- GTS SECURITIES LLC$2M
- Transamerica Financial Advisors, LLC$411K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- JANE STREET GROUP, LLC$788K
- Arlington Capital Management, Inc.$267K
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 |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP added | 925,098 | $56M | 59.1% | 2026-Q1 |
| &PARTNERS added | 118,936 | $7M | 7.6% | 2026-Q1 |
| Arlington Capital Management, Inc. trimmed | 83,731 | $5M | 5.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 58,673 | $4M | 3.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 55,527 | $3M | 3.5% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD | 52,000 | $3M | 3.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 47,654 | $3M | 3.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 29,669 | $2M | 1.9% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 19,998 | $1M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 15,192 | $912K | 1.0% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 13,230 | $794K | 0.8% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 11,434 | $686K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,459 | $628K | 0.7% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 9,136 | $548K | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 7,340 | $441K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 5,759 | $346K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,507 | $331K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers new | 4,662 | $280K | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 3,456 | $207K | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC | 1,060 | $64K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 602 | $36K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 319 | $20K | 0.0% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC new | 316 | $19K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 211 | $12K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 200 | $12K | 0.0% | 2026-Q1 |
| FMR LLC added | 124 | $7K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 113 | $7K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 26 | $2K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 54,475 | $3M | 3.6% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 10,881 | $613K | 0.7% | 2025-Q2 stale |
| LPL Financial LLC added | 7,907 | $363K | 0.4% | 2025-Q1 stale |
| StoneX Group Inc. added | 4,895 | $305K | 0.3% | 2025-Q4 stale |
| Bright Futures Wealth Management, LLC. new | 3,266 | $204K | 0.2% | 2025-Q4 stale |
| US BANCORP \DE\ added | 3,245 | $183K | 0.2% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) trimmed | 100 | $6K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. new | 53 | $3K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 33 | $2K | 0.0% | 2025-Q1 stale |
| Darwin Wealth Management, LLC trimmed | 2 | $124 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.