Who owns FIDI
Which tracked institutional funds hold FIDI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIDI 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 FIDI is one-sided between 2025-Q4 and 2026-Q1: 18 added or opened and 3 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
FIDI’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, 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 FIDI 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 64 tracked filers holding FIDI, 43 increased or opened the position and 20 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 FIDI 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
- JANE STREET GROUP, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
Full exits 1
- Dentgroup LLC$1M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- RAYMOND JAMES FINANCIAL INC$2M
- LPL Financial LLC$2M
- SCOTIA CAPITAL INC.$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- BANK OF AMERICA CORP /DE/$855K
Largest trims
- OSAIC HOLDINGS, INC.$2M
- FLOW TRADERS U.S. LLC$1M
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 702,741 | $19M | 21.6% | 2026-Q1 |
| David Kennon Inc trimmed | 347,716 | $10M | 10.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 229,750 | $6M | 7.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 172,738 | $5M | 5.3% | 2026-Q1 |
| LPL Financial LLC added | 117,415 | $3M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 114,280 | $3M | 3.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 110,120 | $3M | 3.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 98,524 | $3M | 3.0% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 98,266 | $3M | 3.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 89,329 | $2M | 2.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 84,204 | $2M | 2.6% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 70,805 | $2M | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 69,837 | $2M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 60,469 | $2M | 1.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 57,356 | $2M | 1.8% | 2026-Q1 |
| WealthTrust Axiom LLC | 55,380 | $2M | 1.7% | 2026-Q1 |
| Fullerton Advisors, LLC trimmed | 50,741 | $1M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 44,079 | $1M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 42,817 | $1M | 1.3% | 2026-Q1 |
| IFP Advisors, Inc added | 38,849 | $1M | 1.2% | 2026-Q1 |
| Element Wealth, LLC added | 35,956 | $993K | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 32,904 | $908K | 1.0% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 32,628 | $901K | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 32,108 | $886K | 1.0% | 2026-Q1 |
| Plus Group Wealth Advisors LLC added | 23,112 | $638K | 0.7% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 21,800 | $605K | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 19,916 | $550K | 0.6% | 2026-Q1 |
| FMR LLC added | 19,844 | $548K | 0.6% | 2026-Q1 |
| ARWA LLC added | 17,768 | $504K | 0.6% | 2026-Q1 |
| BEACON FINANCIAL GROUP added | 18,120 | $500K | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 17,902 | $494K | 0.6% | 2026-Q1 |
| OmniStar Financial Group, Inc. trimmed | 15,633 | $431K | 0.5% | 2026-Q1 |
| Elm3 Financial Group, LLC trimmed | 14,781 | $408K | 0.5% | 2026-Q1 |
| Ball & Co Wealth Management Inc. added | 14,418 | $398K | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 14,292 | $395K | 0.4% | 2026-Q1 |
| &PARTNERS new | 12,974 | $366K | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 12,076 | $333K | 0.4% | 2026-Q1 |
| Advocate Investing Services LLC new | 11,100 | $306K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,943 | $302K | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC | 10,681 | $295K | 0.3% | 2026-Q1 |
| Dynasty Wealth Management, LLC new | 10,394 | $287K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 10,343 | $286K | 0.3% | 2026-Q1 |
| Eaton Financial Holdings Company, LLC new | 10,289 | $284K | 0.3% | 2026-Q1 |
| Stratos Investment Management, LLC added | 10,255 | $283K | 0.3% | 2026-Q1 |
| Soltis Investment Advisors LLC added | 9,494 | $262K | 0.3% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc new | 9,465 | $261K | 0.3% | 2026-Q1 |
| Pathfinder Wealth Consulting, Inc. trimmed | 9,030 | $249K | 0.3% | 2026-Q1 |
| Snider Financial Group trimmed | 9,011 | $249K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 7,944 | $220K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 7,415 | $205K | 0.2% | 2026-Q1 |
| PFG Investments, LLC new | 7,353 | $203K | 0.2% | 2026-Q1 |
| Larson Financial Group LLC | 3,215 | $89K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 2,882 | $80K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,565 | $43K | 0.0% | 2026-Q1 |
| Godfrey Financial Associates, Inc. | 804 | $22K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 704 | $19K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 600 | $17K | 0.0% | 2026-Q1 |
| DELTA ASSET MANAGEMENT LLC/TN | 468 | $13K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 333 | $9K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 316 | $9K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 7,751 | $8K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 263 | $7K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 233 | $6K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 0 | $8 | 0.0% | 2026-Q1 |
| Dentgroup LLC trimmed | 46,523 | $1M | 1.3% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 16,972 | $440K | 0.5% | 2025-Q4 stale |
| Savvy Advisors, Inc. new | 14,670 | $380K | 0.4% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. | 12,883 | $276K | 0.3% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 6,586 | $171K | 0.2% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 3,926 | $96K | 0.1% | 2025-Q3 stale |
| UBS Group AG added | 1,173 | $25K | 0.0% | 2025-Q1 stale |
| Clarity Asset Management, Inc. added | 579 | $12K | 0.0% | 2025-Q1 stale |
| AlphaCore Capital LLC new | 450 | $12K | 0.0% | 2025-Q4 stale |
| Spectrum Wealth Counsel, LLC | 288 | $6K | 0.0% | 2025-Q1 stale |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC new | 266 | $6K | 0.0% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC added | 159 | $4K | 0.0% | 2025-Q4 stale |
| Stone House Investment Management, LLC new | 133 | $3K | 0.0% | 2025-Q4 stale |
| Blue Trust, Inc. new | 75 | $2K | 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.