Who owns FLDB
Which tracked institutional funds hold FLDB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLDB 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 FLDB is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 1 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
FLDB’s largest tracked holder by dollar value, FMR 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 FLDB 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 18 tracked filers holding FLDB, 12 increased or opened the position and 4 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 FLDB 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 2
- Odyssey Group, LLC$725K
- OLD MISSION CAPITAL LLC$580K
Largest adds
- LPL Financial LLC$312K
Largest trims
- FMR LLC$574K
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 |
|---|---|---|---|---|
| FMR LLC added | 7,340,940 | $369M | 95.7% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC | 138,723 | $7M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 34,655 | $2M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 32,892 | $2M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC | 22,213 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 19,488 | $979K | 0.3% | 2026-Q2 |
| &PARTNERS added | 15,173 | $762K | 0.2% | 2026-Q2 |
| Odyssey Group, LLC new | 14,429 | $725K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 11,553 | $580K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 11,074 | $556K | 0.1% | 2026-Q2 |
| Midwest Financial Network, LLC added | 9,205 | $463K | 0.1% | 2026-Q2 |
| NWAM LLC trimmed | 6,960 | $350K | 0.1% | 2026-Q2 |
| RCS Financial Planning, LLC added | 6,779 | $342K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 494 | $25K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 373 | $19K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 64 | $3K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 55 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 27 | $1K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 7,224 | $364K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 783 | $39K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. | 323 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TRUST CO OF VERMONT new | 100 | $5K | 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.