Who owns FNDB
Which tracked institutional funds hold FNDB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FNDB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 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
22 tracked funds added or opened FNDB while 11 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
FNDB’s largest tracked holder by dollar value, AlphaCore Capital LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FNDB 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 170 tracked filers holding FNDB, 85 increased or opened the position and 60 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 FNDB 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 5
- Clearstead Advisors, LLC$5M
- Rossby Financial, LCC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Quantinno Capital Management LP$1M
- Beacon Pointe Advisors, LLC$541K
Full exits 3
- Clarius Group, LLC$2M
- MorganRosel Wealth Management, LLC$836K
- Litman Gregory Wealth Management LLC$596K
Largest adds
- Family Capital Management, Inc.$4M
- Mariner, LLC$3M
- MORGAN STANLEY$1M
- FINANCIAL CONSULATE, INC$1M
- JONES FINANCIAL COMPANIES LLLP$1M
- ENVESTNET ASSET MANAGEMENT INC$957K
Largest trims
- Cambridge Investment Research Advisors, Inc.$6M
- OSAIC HOLDINGS, INC.$1M
- AlphaCore Capital LLC$1M
- GOLDMAN SACHS GROUP INC$1M
- QUADRANT CAPITAL GROUP LLC$1M
- HighTower Advisors, LLC$918K
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 |
|---|---|---|---|---|
| AlphaCore Capital LLC trimmed | 1,229,297 | $33M | 9.0% | 2026-Q1 |
| FINANCIAL CONSULATE, INC added | 1,039,540 | $28M | 7.6% | 2026-Q1 |
| Opes Wealth Management LLC added | 744,765 | $20M | 5.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 654,061 | $18M | 4.8% | 2026-Q1 |
| Sound Stewardship, LLC added | 640,437 | $17M | 4.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 487,438 | $13M | 3.6% | 2026-Q1 |
| MORGAN STANLEY added | 439,558 | $12M | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 434,810 | $12M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 301,002 | $8M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 277,770 | $8M | 2.0% | 2026-Q1 |
| Brightwater Advisory LLC trimmed | 272,813 | $7M | 2.0% | 2026-Q1 |
| Family Capital Management, Inc. added | 234,705 | $6M | 1.7% | 2026-Q1 |
| Mariner, LLC added | 200,960 | $5M | 1.5% | 2026-Q1 |
| Leonard Rickey Investment Advisors P.L.L.C. trimmed | 175,333 | $5M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 171,607 | $5M | 1.3% | 2026-Q1 |
| Clearstead Advisors, LLC new | 168,947 | $5M | 1.2% | 2026-Q1 |
| Rossby Financial, LCC new | 168,076 | $5M | 1.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 139,320 | $4M | 1.0% | 2026-Q1 |
| Mezzasalma Advisors, LLC trimmed | 144,099 | $4M | 1.0% | 2026-Q1 |
| Guardian Financial Partners, LLC trimmed | 134,485 | $4M | 1.0% | 2026-Q1 |
| Essential Partners LLC added | 126,975 | $3M | 0.9% | 2026-Q1 |
| Aspiring Ventures, LLC trimmed | 119,290 | $3M | 0.9% | 2026-Q1 |
| UBS Group AG added | 116,058 | $3M | 0.9% | 2026-Q1 |
| CVA Family Office, LLC trimmed | 110,391 | $3M | 0.8% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. added | 109,943 | $3M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 104,714 | $3M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 104,473 | $3M | 0.8% | 2026-Q1 |
| Kaizen Financial Strategies added | 94,001 | $3M | 0.7% | 2026-Q1 |
| Centurion Wealth Management LLC added | 94,260 | $3M | 0.7% | 2026-Q1 |
| Resonant Capital Advisors, LLC trimmed | 93,719 | $3M | 0.7% | 2026-Q1 |
| HHM Wealth Advisors, LLC trimmed | 90,493 | $2M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 87,475 | $2M | 0.6% | 2026-Q1 |
| Red Door Wealth Management, LLC | 86,729 | $2M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 83,818 | $2M | 0.6% | 2026-Q1 |
| MAI Capital Management trimmed | 82,760 | $2M | 0.6% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 79,329 | $2M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 78,018 | $2M | 0.6% | 2026-Q1 |
| Foster Group, Inc. added | 75,070 | $2M | 0.6% | 2026-Q1 |
| Yoder Wealth Management, Inc. trimmed | 72,592 | $2M | 0.5% | 2026-Q1 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV added | 68,954 | $2M | 0.5% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. trimmed | 66,252 | $2M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 63,856 | $2M | 0.5% | 2026-Q1 |
| SeaCrest Wealth Management, LLC added | 59,156 | $2M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 53,529 | $1M | 0.4% | 2026-Q1 |
| Creative Planning added | 53,438 | $1M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 57,710 | $1M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 52,246 | $1M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 51,566 | $1M | 0.4% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | 51,171 | $1M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 50,914 | $1M | 0.4% | 2026-Q1 |
| Cornerstone Financial Group, LLC /NE/ trimmed | 47,276 | $1M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP new | 50,957 | $1M | 0.4% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 49,841 | $1M | 0.4% | 2026-Q1 |
| Values Added Financial LLC | 49,678 | $1M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 48,827 | $1M | 0.4% | 2026-Q1 |
| Red Tortoise LLC trimmed | 46,664 | $1M | 0.3% | 2026-Q1 |
| GSG Advisors LLC added | 42,887 | $1M | 0.3% | 2026-Q1 |
| Carnegie Investment Counsel added | 42,344 | $1M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 42,166 | $1M | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC added | 39,819 | $1M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 38,941 | $1M | 0.3% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 35,191 | $957K | 0.3% | 2026-Q1 |
| Marble Wealth, LLC added | 32,242 | $877K | 0.2% | 2026-Q1 |
| Milestone Investment Advisors LLC trimmed | 30,527 | $830K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 30,661 | $817K | 0.2% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 29,425 | $800K | 0.2% | 2026-Q1 |
| Avant Capital LLC added | 28,950 | $787K | 0.2% | 2026-Q1 |
| McCartney Wealth Management LLC added | 28,572 | $777K | 0.2% | 2026-Q1 |
| SFMG, LLC | 27,996 | $761K | 0.2% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC | 27,740 | $755K | 0.2% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 27,519 | $749K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 25,312 | $690K | 0.2% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 24,872 | $677K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 22,938 | $661K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 23,814 | $648K | 0.2% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 23,402 | $637K | 0.2% | 2026-Q1 |
| FMR LLC added | 22,822 | $621K | 0.2% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC added | 21,072 | $573K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 20,815 | $566K | 0.2% | 2026-Q1 |
| Werba Rubin Papier Wealth Management | 20,653 | $562K | 0.2% | 2026-Q1 |
| Vanguard Capital Wealth Advisors added | 19,991 | $544K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 19,887 | $541K | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 19,218 | $525K | 0.1% | 2026-Q1 |
| BCGM Wealth Management, LLC added | 19,158 | $521K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 19,083 | $519K | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 18,929 | $516K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC | 18,787 | $511K | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 18,539 | $504K | 0.1% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 18,312 | $498K | 0.1% | 2026-Q1 |
| Callan Capital, LLC trimmed | 1,337,085 | $31M | 8.3% | 2025-Q1 stale |
| Systelligence, LLC trimmed | 431,799 | $10M | 2.7% | 2025-Q1 stale |
| COWA, LLC new | 98,501 | $3M | 0.7% | 2025-Q3 stale |
| FIRST NATIONAL CORP /MA/ /ADV added | 86,927 | $2M | 0.6% | 2025-Q3 stale |
| Clarius Group, LLC trimmed | 83,960 | $2M | 0.6% | 2025-Q4 stale |
| Wade Financial Advisory, Inc trimmed | 45,843 | $1M | 0.3% | 2025-Q1 stale |
| CAROLINAS WEALTH CONSULTING LLC trimmed | 44,811 | $1M | 0.3% | 2025-Q1 stale |
| MorganRosel Wealth Management, LLC added | 31,468 | $836K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 31,796 | $762K | 0.2% | 2025-Q2 stale |
| Sanctuary Advisors, LLC trimmed | 31,179 | $717K | 0.2% | 2025-Q3 stale |
| Litman Gregory Wealth Management LLC trimmed | 22,445 | $596K | 0.2% | 2025-Q4 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.