Who owns FHDG
Which tracked institutional funds hold FHDG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FHDG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
5 tracked funds added or opened FHDG while 2 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
FHDG’s largest tracked holder by dollar value, Stuart Chaussee & Associates, Inc., sizes it at 19.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 19.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FHDG 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 27 tracked filers holding FHDG, 12 increased or opened the position and 10 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 FHDG 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 2
- Investors Portfolio Services LLC$20M
- Diversify Advisory Services, LLC$1M
Largest adds
- Pitti Group Wealth Management, LLC$1M
- RFG Advisory, LLC$980K
- DIVERSIFY WEALTH MANAGEMENT, LLC$809K
Largest trims
- OLD MISSION CAPITAL LLC$576K
- JPMORGAN CHASE & CO$456K
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 |
|---|---|---|---|---|
| Investors Portfolio Services LLC new | 559,359 | $20M | 12.8% | 2026-Q2 |
| Pitti Group Wealth Management, LLC added | 339,548 | $12M | 7.8% | 2026-Q2 |
| RFG Advisory, LLC added | 257,086 | $9M | 5.9% | 2026-Q2 |
| Sage Capital Advisors,llc trimmed | 70,336 | $3M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 43,602 | $2M | 1.0% | 2026-Q2 |
| Maia Wealth LLC added | 35,639 | $1M | 0.8% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 30,151 | $1M | 0.7% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 30,151 | $1M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,620 | $1M | 0.6% | 2026-Q2 |
| NOVEM GROUP trimmed | 18,791 | $681K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC | 10,189 | $369K | 0.2% | 2026-Q2 |
| Lionshead Wealth Management, LLC | 9,730 | $353K | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC new | 8,046 | $292K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 7,338 | $266K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,108 | $258K | 0.2% | 2026-Q2 |
| Triumph Capital Management new | 6,674 | $242K | 0.2% | 2026-Q2 |
| Quad-Cities Investment Group, LLC new | 5,889 | $213K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 5,641 | $204K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5,558 | $201K | 0.1% | 2026-Q2 |
| BARCLAYS PLC | 2,546 | $92K | 0.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 2,479 | $90K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,451 | $89K | 0.1% | 2026-Q2 |
| Integrity Financial Corp /WA | 1,739 | $63K | 0.0% | 2026-Q2 |
| Caitlin John, LLC trimmed | 1,478 | $54K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,033 | $37K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC new | 1,000 | $36K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 600 | $22K | 0.0% | 2026-Q2 |
| Capital Analysts, LLC | 3,279 | $110K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 301 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 30,536 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| IMC-Chicago, LLC new | 12,918 | $438K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Westwood Wealth Management new | 11,167 | $379K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Jaffetilchin Investment Partners, LLC new | 9,513 | $323K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 58 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stuart Chaussee & Associates, Inc. new | 2,640,452 | $87M | 55.1% | 2025-Q3 stale (3 quarters behind) |
| MML INVESTORS SERVICES, LLC new | 403,924 | $13M | 8.4% | 2025-Q3 stale (3 quarters behind) |
| CAPTRUST FINANCIAL ADVISORS new | 38,672 | $1M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.