Who owns FHDG (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-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
5 tracked funds added or opened FHDG while 2 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
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 2025-Q4 and 2026-Q1, across 22 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 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
- Maia Wealth LLC$1M
- NOVEM GROUP$716K
- JPMORGAN CHASE & CO$657K
Full exits 1
- HRT FINANCIAL LP$1M
Largest adds
- RFG Advisory, LLC$833K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$367K
Largest trims
- HOLLENCREST CAPITAL MANAGEMENT$36M
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 |
|---|---|---|---|---|
| Pitti Group Wealth Management, LLC added | 332,514 | $11M | 8.4% | 2026-Q1 |
| RFG Advisory, LLC added | 246,669 | $8M | 6.2% | 2026-Q1 |
| Sage Capital Advisors,llc trimmed | 70,411 | $2M | 1.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 46,311 | $2M | 1.2% | 2026-Q1 |
| Maia Wealth LLC trimmed | 35,194 | $1M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,474 | $1M | 0.8% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 23,105 | $781K | 0.6% | 2026-Q1 |
| NOVEM GROUP new | 21,191 | $716K | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 19,749 | $657K | 0.5% | 2026-Q1 |
| Belpointe Asset Management LLC new | 10,189 | $344K | 0.3% | 2026-Q1 |
| Lionshead Wealth Management, LLC trimmed | 9,730 | $329K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 7,951 | $281K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,108 | $240K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC | 3,279 | $110K | 0.1% | 2026-Q1 |
| BARCLAYS PLC | 2,546 | $86K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 2,479 | $84K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 2,451 | $83K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 2,065 | $70K | 0.1% | 2026-Q1 |
| Integrity Financial Corp /WA new | 1,739 | $59K | 0.0% | 2026-Q1 |
| Caitlin John, LLC trimmed | 1,620 | $55K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 301 | $10K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 100 | $3K | 0.0% | 2026-Q1 |
| Stuart Chaussee & Associates, Inc. new | 2,640,452 | $87M | 65.2% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC new | 403,924 | $13M | 10.0% | 2025-Q3 stale |
| CAPTRUST FINANCIAL ADVISORS new | 38,672 | $1M | 0.9% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 30,536 | $1M | 0.8% | 2025-Q4 stale |
| IMC-Chicago, LLC new | 12,918 | $438K | 0.3% | 2025-Q4 stale |
| Westwood Wealth Management new | 11,167 | $379K | 0.3% | 2025-Q4 stale |
| Jaffetilchin Investment Partners, LLC new | 9,513 | $323K | 0.2% | 2025-Q4 stale |
| MORGAN STANLEY new | 58 | $2K | 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.