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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 16 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 2026-Q1 and 2026-Q2, across 66 tracked filers holding FIDI, 48 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 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 3
- Global Retirement Partners, LLC$3M
- J.W. COLE ADVISORS, INC.$809K
- Cannon Advisors, Inc.$531K
Full exits 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Eaton Financial Holdings Company, LLC$5M
- ROYAL BANK OF CANADA$3M
- BANK OF AMERICA CORP /DE/$1M
- Soltis Investment Advisors LLC$958K
- OSAIC HOLDINGS, INC.$814K
Largest trims
- JANE STREET GROUP, LLC$5M
- David Kennon Inc$268K
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 | 925,071 | $25M | 23.3% | 2026-Q2 |
| David Kennon Inc trimmed | 340,918 | $9M | 8.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 217,674 | $6M | 5.5% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC added | 181,647 | $5M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 161,026 | $4M | 4.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 136,888 | $4M | 3.4% | 2026-Q2 |
| LPL Financial LLC added | 133,957 | $4M | 3.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 112,284 | $3M | 2.8% | 2026-Q2 |
| Global Retirement Partners, LLC added | 106,225 | $3M | 2.7% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 99,467 | $3M | 2.5% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 98,266 | $3M | 2.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 92,408 | $3M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 90,703 | $2M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 85,056 | $2M | 2.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 73,420 | $2M | 1.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 70,421 | $2M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 62,689 | $2M | 1.6% | 2026-Q2 |
| WealthTrust Axiom LLC trimmed | 54,880 | $2M | 1.4% | 2026-Q2 |
| Fullerton Advisors, LLC added | 51,119 | $1M | 1.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 44,934 | $1M | 1.1% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 44,586 | $1M | 1.1% | 2026-Q2 |
| IFP Advisors, Inc added | 41,123 | $1M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 37,518 | $1M | 0.9% | 2026-Q2 |
| Element Wealth, LLC added | 36,189 | $990K | 0.9% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 31,533 | $863K | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 30,933 | $847K | 0.8% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 29,554 | $809K | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,364 | $639K | 0.6% | 2026-Q2 |
| Plus Group Wealth Advisors LLC added | 23,183 | $635K | 0.6% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 21,800 | $610K | 0.6% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 21,646 | $592K | 0.5% | 2026-Q2 |
| FMR LLC added | 21,488 | $588K | 0.5% | 2026-Q2 |
| ARWA LLC added | 18,916 | $536K | 0.5% | 2026-Q2 |
| Cannon Advisors, Inc. new | 18,850 | $531K | 0.5% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 18,219 | $499K | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 18,183 | $498K | 0.5% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc added | 17,065 | $467K | 0.4% | 2026-Q2 |
| OmniStar Financial Group, Inc. added | 16,453 | $450K | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 14,847 | $406K | 0.4% | 2026-Q2 |
| &PARTNERS added | 13,980 | $383K | 0.4% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 13,400 | $367K | 0.3% | 2026-Q2 |
| Advocate Investing Services LLC | 11,100 | $304K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 10,818 | $296K | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC | 10,681 | $292K | 0.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC new | 10,660 | $292K | 0.3% | 2026-Q2 |
| KWB Wealth new | 10,513 | $288K | 0.3% | 2026-Q2 |
| Stratos Investment Management, LLC added | 10,269 | $281K | 0.3% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC new | 9,626 | $263K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 7,773 | $213K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,420 | $203K | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 7,394 | $202K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,694 | $183K | 0.2% | 2026-Q2 |
| Larson Financial Group LLC | 3,215 | $88K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 2,882 | $79K | 0.1% | 2026-Q2 |
| Holos Integrated Wealth LLC new | 2,063 | $57K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 1,904 | $52K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,589 | $43K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 850 | $23K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. trimmed | 771 | $21K | 0.0% | 2026-Q2 |
| DELTA ASSET MANAGEMENT LLC/TN | 468 | $13K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 320 | $9K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 267 | $7K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co new | 142 | $4K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 106 | $3K | 0.0% | 2026-Q2 |
| Washington Trust Advisors, Inc. new | 100 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2 | $42 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 84,204 | $2M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Ball & Co Wealth Management Inc. added | 14,418 | $398K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 10,943 | $302K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Pathfinder Wealth Consulting, Inc. trimmed | 9,030 | $249K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Snider Financial Group trimmed | 9,011 | $249K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 7,415 | $205K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 704 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 333 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 316 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Dentgroup LLC trimmed | 46,523 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Savvy Advisors, Inc. new | 14,670 | $380K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC new | 450 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC added | 159 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stone House Investment Management, LLC new | 133 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 3,926 | $96K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Blue Trust, Inc. new | 75 | $2K | 0.0% | 2025-Q3 stale (3 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.