Who owns FIDU
Which tracked institutional funds hold FIDU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIDU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
37 tracked funds added or opened FIDU while 13 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
FIDU’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FIDU 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 220 tracked filers holding FIDU, 111 increased or opened the position and 89 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 FIDU 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 9
- VICUS CAPITAL$4M
- Clear Creek Financial Management, LLC$2M
- HANSEATIC MANAGEMENT SERVICES INC$2M
- Merit Financial Group, LLC$1M
- Virtue Capital Management, LLC$1M
- Compound Planning, Inc.$1M
Full exits 6
- Bellwether Advisors, LLC$16M
- Mach-1 Financial Group, LLC$2M
- Maxele Advisors, LLC$2M
- BLUE JEAN FINANCIAL LLC$822K
- Q3 Asset Management$753K
- Orion Porfolio Solutions, LLC$553K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$75M
- Lido Advisors, LLC$8M
- LPL Financial LLC$6M
- KESTRA PRIVATE WEALTH SERVICES, LLC$6M
- AE Wealth Management LLC$4M
- Thrivent Financial for Lutherans$2M
Largest trims
- NorthCoast Asset Management LLC$6M
- NewEdge Advisors, LLC$4M
- Buska Wealth Management, LLC$1M
- AMERIPRISE FINANCIAL INC$603K
- Elevated Capital Advisors, LLC$537K
- Federation des caisses Desjardins du Quebec$416K
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 |
|---|---|---|---|---|
| Lido Advisors, LLC trimmed | 1,738,015 | $150M | 19.6% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1,297,885 | $112M | 14.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 889,710 | $77M | 10.0% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 501,729 | $43M | 5.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 389,110 | $34M | 4.4% | 2026-Q1 |
| LPL Financial LLC added | 275,115 | $24M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 213,925 | $19M | 2.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 182,270 | $16M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 142,307 | $12M | 1.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 131,475 | $11M | 1.5% | 2026-Q1 |
| Independence Financial Advisors, LLC trimmed | 130,313 | $11M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 129,886 | $11M | 1.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 127,293 | $11M | 1.4% | 2026-Q1 |
| Lifeworks Advisors, LLC added | 112,300 | $10M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 104,956 | $9M | 1.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 95,802 | $8M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 92,660 | $8M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 89,145 | $7M | 1.0% | 2026-Q1 |
| FMR LLC added | 80,949 | $7M | 0.9% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 76,159 | $7M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 72,680 | $6M | 0.8% | 2026-Q1 |
| Traynor Capital Management, Inc. added | 62,979 | $5M | 0.7% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 60,013 | $5M | 0.7% | 2026-Q1 |
| Fischer Financial Services, Inc. trimmed | 59,042 | $5M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 58,118 | $5M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 51,868 | $4M | 0.6% | 2026-Q1 |
| VICUS CAPITAL added | 50,344 | $4M | 0.6% | 2026-Q1 |
| IHT Wealth Management, LLC added | 44,437 | $4M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 42,974 | $4M | 0.5% | 2026-Q1 |
| Buska Wealth Management, LLC trimmed | 41,650 | $4M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 39,640 | $3M | 0.4% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. added | 38,168 | $3M | 0.4% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT added | 37,991 | $3M | 0.4% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 32,752 | $3M | 0.4% | 2026-Q1 |
| Smith Salley Wealth Management added | 31,179 | $3M | 0.4% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 36,587 | $3M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 30,246 | $3M | 0.3% | 2026-Q1 |
| EPG Wealth Management LLC trimmed | 28,317 | $2M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC new | 26,357 | $2M | 0.3% | 2026-Q1 |
| KDK Private Wealth Management, LLC trimmed | 25,990 | $2M | 0.3% | 2026-Q1 |
| LYNCH & ASSOCIATES/IN trimmed | 25,319 | $2M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 24,313 | $2M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 24,376 | $2M | 0.3% | 2026-Q1 |
| HANSEATIC MANAGEMENT SERVICES INC new | 23,142 | $2M | 0.3% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 21,272 | $2M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 19,657 | $2M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 19,506 | $2M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 19,274 | $2M | 0.2% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 19,169 | $2M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 18,976 | $2M | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. added | 18,540 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 18,104 | $2M | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 17,923 | $2M | 0.2% | 2026-Q1 |
| Trail Ridge Investment Advisors, LLC added | 17,904 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 17,686 | $2M | 0.2% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC added | 16,991 | $1M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC new | 16,029 | $1M | 0.2% | 2026-Q1 |
| TRUST CO OF OKLAHOMA trimmed | 16,001 | $1M | 0.2% | 2026-Q1 |
| AMERICAN NATIONAL BANK & TRUST added | 15,222 | $1M | 0.2% | 2026-Q1 |
| Jacobs Equity LLC added | 15,153 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,040 | $1M | 0.2% | 2026-Q1 |
| Roxbury Financial LLC trimmed | 14,427 | $1M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 14,399 | $1M | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 14,038 | $1M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 13,917 | $1M | 0.2% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 13,876 | $1M | 0.2% | 2026-Q1 |
| Virtue Capital Management, LLC new | 13,871 | $1M | 0.2% | 2026-Q1 |
| Compound Planning, Inc. new | 12,853 | $1M | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 12,595 | $1M | 0.1% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 12,178 | $1M | 0.1% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 11,369 | $984K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 11,036 | $955K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 10,907 | $944K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 10,856 | $939K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,676 | $924K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 9,843 | $852K | 0.1% | 2026-Q1 |
| Armor Investment Advisors, LLC trimmed | 9,452 | $818K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 9,276 | $803K | 0.1% | 2026-Q1 |
| VCI Wealth Management LLC trimmed | 8,531 | $738K | 0.1% | 2026-Q1 |
| Bayshore Capital Advisors, LLC trimmed | 8,467 | $733K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 8,359 | $723K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 8,323 | $720K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 8,260 | $718K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 8,095 | $700K | 0.1% | 2026-Q1 |
| SCS Capital Management LLC | 7,955 | $688K | 0.1% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 7,877 | $681K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 7,874 | $681K | 0.1% | 2026-Q1 |
| Bellwether Advisors, LLC new | 192,749 | $16M | 2.1% | 2025-Q4 stale |
| Full Sail Capital, LLC trimmed | 133,923 | $11M | 1.4% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 76,258 | $5M | 0.7% | 2025-Q1 stale |
| Exchange Capital Management, Inc. trimmed | 30,156 | $2M | 0.3% | 2025-Q2 stale |
| Mach-1 Financial Group, LLC added | 26,961 | $2M | 0.3% | 2025-Q4 stale |
| Maxele Advisors, LLC added | 18,608 | $2M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 17,471 | $1M | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 17,837 | $1M | 0.2% | 2025-Q1 stale |
| SMITH SHELLNUT WILSON LLC /ADV trimmed | 13,397 | $1M | 0.1% | 2025-Q3 stale |
| BLUE JEAN FINANCIAL LLC new | 9,965 | $822K | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 10,133 | $786K | 0.1% | 2025-Q2 stale |
| Q3 Asset Management added | 9,131 | $753K | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 10,447 | $715K | 0.1% | 2025-Q1 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.