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Institutional Ownership · SEC Form 13F

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.

220
Institutional holders
9M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Lido Advisors, LLC trimmed1,738,015$150M19.6%2026-Q1
AE Wealth Management LLC trimmed1,297,885$112M14.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added889,710$77M10.0%2026-Q1
AGF MANAGEMENT LTD added501,729$43M5.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed389,110$34M4.4%2026-Q1
LPL Financial LLC added275,115$24M3.1%2026-Q1
MORGAN STANLEY added213,925$19M2.4%2026-Q1
Sanctuary Advisors, LLC added182,270$16M2.1%2026-Q1
BANK OF AMERICA CORP /DE/ added142,307$12M1.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed131,475$11M1.5%2026-Q1
Independence Financial Advisors, LLC trimmed130,313$11M1.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed129,886$11M1.5%2026-Q1
Thrivent Financial for Lutherans added127,293$11M1.4%2026-Q1
Lifeworks Advisors, LLC added112,300$10M1.3%2026-Q1
Kestra Advisory Services, LLC added104,956$9M1.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added95,802$8M1.1%2026-Q1
ROYAL BANK OF CANADA trimmed92,660$8M1.0%2026-Q1
AMERIPRISE FINANCIAL INC trimmed89,145$7M1.0%2026-Q1
FMR LLC added80,949$7M0.9%2026-Q1
Yoder Wealth Management, Inc. added76,159$7M0.9%2026-Q1
STIFEL FINANCIAL CORP added72,680$6M0.8%2026-Q1
Traynor Capital Management, Inc. added62,979$5M0.7%2026-Q1
NorthCoast Asset Management LLC trimmed60,013$5M0.7%2026-Q1
Fischer Financial Services, Inc. trimmed59,042$5M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed58,118$5M0.7%2026-Q1
Cetera Investment Advisers added51,868$4M0.6%2026-Q1
VICUS CAPITAL added50,344$4M0.6%2026-Q1
IHT Wealth Management, LLC added44,437$4M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added42,974$4M0.5%2026-Q1
Buska Wealth Management, LLC trimmed41,650$4M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed39,640$3M0.4%2026-Q1
ATLAS CAPITAL ADVISORS INC. added38,168$3M0.4%2026-Q1
PENOBSCOT WEALTH MANAGEMENT added37,991$3M0.4%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed32,752$3M0.4%2026-Q1
Smith Salley Wealth Management added31,179$3M0.4%2026-Q1
NewEdge Advisors, LLC trimmed36,587$3M0.3%2026-Q1
Arkadios Wealth Advisors trimmed30,246$3M0.3%2026-Q1
EPG Wealth Management LLC trimmed28,317$2M0.3%2026-Q1
Clear Creek Financial Management, LLC new26,357$2M0.3%2026-Q1
KDK Private Wealth Management, LLC trimmed25,990$2M0.3%2026-Q1
LYNCH & ASSOCIATES/IN trimmed25,319$2M0.3%2026-Q1
CITIGROUP INC added24,313$2M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added24,376$2M0.3%2026-Q1
HANSEATIC MANAGEMENT SERVICES INC new23,142$2M0.3%2026-Q1
Elevated Capital Advisors, LLC trimmed21,272$2M0.2%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added19,657$2M0.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added19,506$2M0.2%2026-Q1
Fifth Third Securities, Inc. trimmed19,274$2M0.2%2026-Q1
Beaumont Financial Advisors, LLC added19,169$2M0.2%2026-Q1
Advisory Services Network, LLC added18,976$2M0.2%2026-Q1
Essex Financial Services, Inc. added18,540$2M0.2%2026-Q1
Mariner, LLC trimmed18,104$2M0.2%2026-Q1
Sunbelt Securities, Inc. trimmed17,923$2M0.2%2026-Q1
Trail Ridge Investment Advisors, LLC added17,904$2M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added17,686$2M0.2%2026-Q1
Stonebridge Financial Planning Group, LLC added16,991$1M0.2%2026-Q1
Merit Financial Group, LLC new16,029$1M0.2%2026-Q1
TRUST CO OF OKLAHOMA trimmed16,001$1M0.2%2026-Q1
AMERICAN NATIONAL BANK & TRUST added15,222$1M0.2%2026-Q1
Jacobs Equity LLC added15,153$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed15,040$1M0.2%2026-Q1
Roxbury Financial LLC trimmed14,427$1M0.2%2026-Q1
Mutual Advisors, LLC trimmed14,399$1M0.2%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC trimmed14,038$1M0.2%2026-Q1
Snowden Capital Advisors LLC trimmed13,917$1M0.2%2026-Q1
MONTAG A & ASSOCIATES INC added13,876$1M0.2%2026-Q1
Virtue Capital Management, LLC new13,871$1M0.2%2026-Q1
Compound Planning, Inc. new12,853$1M0.1%2026-Q1
Modern Wealth Management, LLC trimmed12,595$1M0.1%2026-Q1
TOUNJIAN ADVISORY PARTNERS, LLC trimmed12,178$1M0.1%2026-Q1
Heck Capital Advisors, LLC trimmed11,369$984K0.1%2026-Q1
MGO ONE SEVEN LLC added11,036$955K0.1%2026-Q1
Meridian Wealth Management, LLC trimmed10,907$944K0.1%2026-Q1
Sigma Planning Corp added10,856$939K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed10,676$924K0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed9,843$852K0.1%2026-Q1
Armor Investment Advisors, LLC trimmed9,452$818K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed9,276$803K0.1%2026-Q1
VCI Wealth Management LLC trimmed8,531$738K0.1%2026-Q1
Bayshore Capital Advisors, LLC trimmed8,467$733K0.1%2026-Q1
Private Advisor Group, LLC trimmed8,359$723K0.1%2026-Q1
HighTower Advisors, LLC trimmed8,323$720K0.1%2026-Q1
Nova Wealth Management, Inc. trimmed8,260$718K0.1%2026-Q1
CENTAURUS FINANCIAL, INC. added8,095$700K0.1%2026-Q1
SCS Capital Management LLC7,955$688K0.1%2026-Q1
Robertson Stephens Wealth Management, LLC added7,877$681K0.1%2026-Q1
Integrated Wealth Concepts LLC added7,874$681K0.1%2026-Q1
Bellwether Advisors, LLC new192,749$16M2.1%2025-Q4 stale
Full Sail Capital, LLC trimmed133,923$11M1.4%2025-Q3 stale
GOLDMAN SACHS GROUP INC added76,258$5M0.7%2025-Q1 stale
Exchange Capital Management, Inc. trimmed30,156$2M0.3%2025-Q2 stale
Mach-1 Financial Group, LLC added26,961$2M0.3%2025-Q4 stale
Maxele Advisors, LLC added18,608$2M0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed17,471$1M0.2%2025-Q2 stale
CITADEL ADVISORS LLC trimmed17,837$1M0.2%2025-Q1 stale
SMITH SHELLNUT WILSON LLC /ADV trimmed13,397$1M0.1%2025-Q3 stale
BLUE JEAN FINANCIAL LLC new9,965$822K0.1%2025-Q4 stale
CW Advisors, LLC trimmed10,133$786K0.1%2025-Q2 stale
Q3 Asset Management added9,131$753K0.1%2025-Q4 stale
TOWNSQUARE CAPITAL LLC added10,447$715K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership