Who owns FID
Which tracked institutional funds hold FID, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FID company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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
12 tracked funds added or opened FID while 7 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
FID’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 FID 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 68 tracked filers holding FID, 39 increased or opened the position and 27 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 FID 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.
Full exits 4
- Arkadios Wealth Advisors$15M
- Cambridge Investment Research Advisors, Inc.$8M
- JANE STREET GROUP, LLC$4M
- Janney Montgomery Scott LLC$3M
Largest adds
- Ethos Financial Group, LLC$4M
- LPL Financial LLC$2M
- ROYAL BANK OF CANADA$1M
- Wagner Wealth Management, LLC$622K
- Cetera Investment Advisers$546K
- RAYMOND JAMES FINANCIAL INC$463K
Largest trims
- Entruity Wealth, LLC$3M
- Gateway Wealth Partners, LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$662K
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 | 1,125,087 | $24M | 16.8% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 820,933 | $18M | 12.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 302,122 | $6M | 4.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 270,301 | $6M | 4.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 261,296 | $6M | 3.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 255,753 | $5M | 3.8% | 2026-Q2 |
| Ethos Financial Group, LLC added | 240,035 | $5M | 3.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 248,015 | $5M | 3.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 206,614 | $4M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 135,207 | $3M | 2.0% | 2026-Q2 |
| Entruity Wealth, LLC trimmed | 126,799 | $3M | 1.9% | 2026-Q2 |
| BlueChip Wealth Advisors LLC added | 117,760 | $3M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 98,751 | $2M | 1.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 86,686 | $2M | 1.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 79,588 | $2M | 1.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 76,542 | $2M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 73,301 | $2M | 1.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 65,244 | $1M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 58,250 | $1M | 0.9% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 48,741 | $1M | 0.7% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 43,334 | $930K | 0.6% | 2026-Q2 |
| Formidable Asset Management, LLC added | 43,204 | $905K | 0.6% | 2026-Q2 |
| Lansing Street Advisors added | 34,537 | $741K | 0.5% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 26,810 | $575K | 0.4% | 2026-Q2 |
| Sigma Planning Corp added | 25,023 | $537K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 24,211 | $520K | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. | 22,854 | $490K | 0.3% | 2026-Q2 |
| CARLSON FINANCIAL, INC. added | 21,563 | $463K | 0.3% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 19,061 | $409K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,141 | $389K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 17,577 | $377K | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 16,085 | $345K | 0.2% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 13,738 | $295K | 0.2% | 2026-Q2 |
| Fort Point Capital Partners LLC | 13,593 | $292K | 0.2% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 11,488 | $247K | 0.2% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 10,067 | $227K | 0.2% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 9,989 | $214K | 0.1% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 9,411 | $202K | 0.1% | 2026-Q2 |
| FMR LLC added | 9,024 | $194K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 9,000 | $193K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 7,821 | $168K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,506 | $161K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 6,129 | $132K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,337 | $115K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 4,560 | $98K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 4,420 | $95K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 4,266 | $92K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 4,173 | $90K | 0.1% | 2026-Q2 |
| REAP Financial Group, LLC added | 3,479 | $75K | 0.1% | 2026-Q2 |
| Darwin Wealth Management, LLC trimmed | 3,155 | $68K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,134 | $67K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 2,538 | $54K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 2,448 | $52K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 1,958 | $42K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 1,500 | $32K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 1,448 | $31K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 81,092 | $27K | 0.0% | 2026-Q2 |
| Raleigh Capital Management Inc. added | 1,176 | $25K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 897 | $19K | 0.0% | 2026-Q2 |
| MTM Investment Management, LLC | 810 | $17K | 0.0% | 2026-Q2 |
| UBS Group AG added | 731 | $16K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. added | 656 | $14K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 603 | $13K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 170 | $4K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 114 | $2K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 40 | $858 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 11 | $236 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2 | $36 | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors new | 730,434 | $15M | 10.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 394,326 | $8M | 5.7% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 182,399 | $4M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 138,158 | $3M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 6,141 | $129K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 3,228 | $68K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 1,413 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 1,119 | $23K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 616 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WealthShield Partners, LLC new | 137 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GKV Capital Management Co., Inc. | 131 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC added | 18,349 | $377K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Hilltop Holdings Inc. trimmed | 16,442 | $338K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Advisory Services Network, LLC trimmed | 11,218 | $231K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| IHT Wealth Management, LLC added | 11,091 | $228K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Pinnacle Bancorp, Inc. | 155 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 19,126 | $377K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 11,640 | $229K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 1,260 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Blue Trust, Inc. new | 10 | $197 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| US BANCORP \DE\ new | 12,027 | $231K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 11,413 | $225K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 5,764 | $111K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,000 | $19K | 0.0% | 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.