Who owns FID (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-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 FID is one-sided between 2025-Q4 and 2026-Q1: 14 added or opened and 4 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
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 2025-Q4 and 2026-Q1, across 71 tracked filers holding FID, 41 increased or opened the position and 21 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 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 4
- Arkadios Wealth Advisors$15M
- Cambridge Investment Research Advisors, Inc.$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Ethos Financial Group, LLC$2M
Full exits 1
- Coppell Advisory Solutions LLC$2M
Largest adds
- JANE STREET GROUP, LLC$3M
- ROYAL BANK OF CANADA$2M
- Gateway Wealth Partners, LLC$2M
- Wagner Wealth Management, LLC$1M
- STIFEL FINANCIAL CORP$1M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- LPL Financial LLC$432K
- Janney Montgomery Scott LLC$253K
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 trimmed | 1,077,734 | $23M | 15.9% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 811,389 | $17M | 11.9% | 2026-Q1 |
| Arkadios Wealth Advisors new | 730,434 | $15M | 10.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 394,326 | $8M | 5.8% | 2026-Q1 |
| Hobart Private Capital, LLC added | 294,378 | $6M | 4.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 273,535 | $6M | 4.0% | 2026-Q1 |
| Entruity Wealth, LLC added | 260,130 | $5M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 254,825 | $5M | 3.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 248,299 | $5M | 3.7% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 246,440 | $5M | 3.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 182,399 | $4M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 155,806 | $3M | 2.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 148,978 | $3M | 2.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 138,158 | $3M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 112,461 | $2M | 1.7% | 2026-Q1 |
| BlueChip Wealth Advisors LLC added | 111,781 | $2M | 1.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 82,938 | $2M | 1.2% | 2026-Q1 |
| Ethos Financial Group, LLC new | 82,902 | $2M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 79,571 | $2M | 1.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 68,886 | $1M | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 66,003 | $1M | 1.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 65,332 | $1M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 63,456 | $1M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 49,607 | $1M | 0.7% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 47,557 | $996K | 0.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 47,141 | $987K | 0.7% | 2026-Q1 |
| Lansing Street Advisors added | 33,928 | $711K | 0.5% | 2026-Q1 |
| Formidable Asset Management, LLC added | 29,502 | $606K | 0.4% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 26,959 | $565K | 0.4% | 2026-Q1 |
| Sigma Planning Corp trimmed | 24,431 | $512K | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 22,854 | $479K | 0.3% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 19,793 | $415K | 0.3% | 2026-Q1 |
| AMERIFLEX GROUP, INC. | 19,061 | $399K | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 16,108 | $337K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,946 | $292K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 13,681 | $287K | 0.2% | 2026-Q1 |
| Fort Point Capital Partners LLC | 13,593 | $285K | 0.2% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 10,280 | $215K | 0.2% | 2026-Q1 |
| Asset Allocation Strategies LLC new | 9,746 | $204K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 9,000 | $189K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 7,177 | $147K | 0.1% | 2026-Q1 |
| Root Financial Partners, LLC | 6,141 | $129K | 0.1% | 2026-Q1 |
| FMR LLC | 5,774 | $121K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,513 | $115K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 5,310 | $111K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 4,313 | $90K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 3,441 | $72K | 0.1% | 2026-Q1 |
| REAP Financial Group, LLC added | 3,418 | $72K | 0.1% | 2026-Q1 |
| Darwin Wealth Management, LLC added | 3,263 | $68K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC | 3,228 | $68K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 3,140 | $66K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,538 | $53K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 1,500 | $31K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,413 | $30K | 0.0% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 1,158 | $24K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 1,141 | $24K | 0.0% | 2026-Q1 |
| CWM, LLC | 1,119 | $23K | 0.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 897 | $19K | 0.0% | 2026-Q1 |
| MTM Investment Management, LLC | 810 | $17K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 647 | $14K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 616 | $13K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC | 603 | $13K | 0.0% | 2026-Q1 |
| Silver Grove Financial Group, Inc. new | 443 | $9K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 170 | $4K | 0.0% | 2026-Q1 |
| WealthShield Partners, LLC new | 137 | $3K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 133 | $3K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC | 114 | $2K | 0.0% | 2026-Q1 |
| GKV Capital Management Co., Inc. | 131 | $2K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 40 | $837 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 15 | $314 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $15 | 0.0% | 2026-Q1 |
| Coppell Advisory Solutions LLC added | 118,585 | $2M | 1.7% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 69,266 | $1M | 0.8% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 56,534 | $975K | 0.7% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 20,833 | $410K | 0.3% | 2025-Q3 stale |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC added | 18,349 | $377K | 0.3% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 19,126 | $377K | 0.3% | 2025-Q3 stale |
| Hilltop Holdings Inc. trimmed | 16,442 | $338K | 0.2% | 2025-Q4 stale |
| Bison Wealth, LLC trimmed | 15,070 | $260K | 0.2% | 2025-Q1 stale |
| US BANCORP \DE\ added | 12,027 | $231K | 0.2% | 2025-Q2 stale |
| Advisory Services Network, LLC trimmed | 11,218 | $231K | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 11,640 | $229K | 0.2% | 2025-Q3 stale |
| IHT Wealth Management, LLC added | 11,091 | $228K | 0.2% | 2025-Q4 stale |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 11,413 | $225K | 0.2% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 5,764 | $111K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 3,072 | $63K | 0.0% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC trimmed | 2,681 | $55K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC trimmed | 1,260 | $25K | 0.0% | 2025-Q3 stale |
| Golden State Wealth Management, LLC new | 1,312 | $23K | 0.0% | 2025-Q1 stale |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,000 | $19K | 0.0% | 2025-Q2 stale |
| Pinnacle Bancorp, Inc. | 155 | $3K | 0.0% | 2025-Q4 stale |
| PSI Advisors, LLC | 146 | $3K | 0.0% | 2025-Q1 stale |
| Blue Trust, Inc. new | 10 | $197 | 0.0% | 2025-Q3 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.