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-Q2 13F filings (latest filed 2026-08-19). 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 FNDB is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 9 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
FNDB’s largest tracked holder by dollar value, AlphaCore Capital LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 167 tracked filers holding FNDB, 88 increased or opened the position and 61 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 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 4
- Sigma Planning Corp$8M
- BIP Wealth, LLC$1M
- Savant Capital, LLC$1M
- LexAurum Advisors, LLC$563K
Full exits 7
- Opes Wealth Management LLC$20M
- HighTower Advisors, LLC$18M
- Cambridge Investment Research Advisors, Inc.$13M
- Corient Private Wealth LLC$1M
- Red Tortoise LLC$1M
- EXENCIAL WEALTH ADVISORS, LLC$749K
Largest adds
- EP Wealth Advisors, LLC$22M
- FINANCIAL CONSULATE, INC$5M
- OSAIC HOLDINGS, INC.$4M
- Kaizen Financial Strategies$3M
- AlphaCore Capital LLC$3M
- BANK OF AMERICA CORP /DE/$3M
Largest trims
- Clearstead Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AlphaCore Capital LLC trimmed | 1,202,429 | $37M | 10.7% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 1,078,457 | $33M | 9.6% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 739,826 | $23M | 6.6% | 2026-Q2 |
| Sound Stewardship, LLC added | 649,548 | $20M | 5.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 477,418 | $15M | 4.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 434,811 | $13M | 3.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 305,564 | $9M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 296,599 | $9M | 2.6% | 2026-Q2 |
| Sigma Planning Corp new | 264,893 | $8M | 2.3% | 2026-Q2 |
| Brightwater Advisory LLC trimmed | 263,213 | $8M | 2.3% | 2026-Q2 |
| Family Capital Management, Inc. added | 239,818 | $7M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 217,288 | $7M | 1.9% | 2026-Q2 |
| Mariner, LLC added | 209,903 | $6M | 1.9% | 2026-Q2 |
| Kaizen Financial Strategies added | 199,338 | $6M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 194,869 | $6M | 1.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 182,667 | $6M | 1.6% | 2026-Q2 |
| Leonard Rickey Investment Advisors P.L.L.C. trimmed | 175,050 | $5M | 1.6% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 166,973 | $5M | 1.5% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 145,668 | $4M | 1.2% | 2026-Q2 |
| Essential Partners LLC added | 136,205 | $4M | 1.2% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 128,589 | $4M | 1.1% | 2026-Q2 |
| Guardian Financial Partners, LLC trimmed | 126,188 | $4M | 1.1% | 2026-Q2 |
| Aspiring Ventures, LLC trimmed | 117,083 | $4M | 1.0% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 116,763 | $4M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 111,614 | $3M | 1.0% | 2026-Q2 |
| CVA Family Office, LLC trimmed | 106,892 | $3M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 104,739 | $3M | 0.9% | 2026-Q2 |
| Centurion Wealth Management LLC added | 95,380 | $3M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 91,395 | $3M | 0.8% | 2026-Q2 |
| HHM Wealth Advisors, LLC trimmed | 88,708 | $3M | 0.8% | 2026-Q2 |
| Red Door Wealth Management, LLC | 86,729 | $3M | 0.8% | 2026-Q2 |
| MAI Capital Management trimmed | 81,440 | $2M | 0.7% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 80,830 | $2M | 0.7% | 2026-Q2 |
| Wealthspire Advisors, LLC | 79,329 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 76,246 | $2M | 0.7% | 2026-Q2 |
| Foster Group, Inc. added | 75,342 | $2M | 0.7% | 2026-Q2 |
| Yoder Wealth Management, Inc. | 72,592 | $2M | 0.6% | 2026-Q2 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV added | 69,025 | $2M | 0.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 67,630 | $2M | 0.6% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. added | 67,258 | $2M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 66,851 | $2M | 0.6% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 63,765 | $2M | 0.6% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 61,133 | $2M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 54,938 | $2M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 51,538 | $2M | 0.5% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 51,171 | $2M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 50,850 | $2M | 0.5% | 2026-Q2 |
| Values Added Financial LLC | 49,678 | $2M | 0.4% | 2026-Q2 |
| BIP Wealth, LLC new | 47,675 | $1M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 47,647 | $1M | 0.4% | 2026-Q2 |
| Cornerstone Financial Group, LLC /NE/ trimmed | 46,151 | $1M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 45,158 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 44,066 | $1M | 0.4% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC | 43,944 | $1M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 43,869 | $1M | 0.4% | 2026-Q2 |
| Carnegie Investment Counsel added | 42,559 | $1M | 0.4% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 41,472 | $1M | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC | 39,819 | $1M | 0.4% | 2026-Q2 |
| GSG Advisors LLC trimmed | 39,253 | $1M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 38,956 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 38,074 | $1M | 0.3% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 37,682 | $1M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 36,876 | $1M | 0.3% | 2026-Q2 |
| Marble Wealth, LLC added | 32,605 | $993K | 0.3% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 30,303 | $923K | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 29,929 | $932K | 0.3% | 2026-Q2 |
| Avant Capital LLC added | 29,468 | $898K | 0.3% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc trimmed | 29,189 | $889K | 0.3% | 2026-Q2 |
| Vanguard Capital Wealth Advisors added | 28,910 | $881K | 0.3% | 2026-Q2 |
| McCartney Wealth Management LLC added | 28,621 | $872K | 0.3% | 2026-Q2 |
| SFMG, LLC | 27,996 | $853K | 0.2% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 27,761 | $846K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 27,227 | $829K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 26,743 | $815K | 0.2% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC | 24,872 | $758K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 22,938 | $703K | 0.2% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 22,692 | $691K | 0.2% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC added | 21,809 | $664K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 21,421 | $653K | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 20,927 | $637K | 0.2% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 20,713 | $631K | 0.2% | 2026-Q2 |
| BCGM Wealth Management, LLC added | 20,047 | $611K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 19,800 | $603K | 0.2% | 2026-Q2 |
| BFI Wealth Solutions, LLC trimmed | 19,164 | $584K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 19,123 | $582K | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC | 18,787 | $572K | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 18,607 | $567K | 0.2% | 2026-Q2 |
| LexAurum Advisors, LLC new | 18,487 | $563K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 17,579 | $535K | 0.2% | 2026-Q2 |
| Intentional Wealth Strategies, LLC trimmed | 17,305 | $527K | 0.2% | 2026-Q2 |
| TOTAL INVESTMENT MANAGEMENT INC added | 16,112 | $499K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 15,274 | $465K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,580 | $444K | 0.1% | 2026-Q2 |
| KEYVANTAGE WEALTH, LLC | 14,484 | $441K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 14,264 | $434K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 14,104 | $430K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 13,480 | $410K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 13,440 | $409K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 12,818 | $390K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 12,734 | $388K | 0.1% | 2026-Q2 |
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.