Institutional Holders (2026 Q1)
56 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FDG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Networth Advisors, LLC | 3.09% | 38,310 | $4.4M |
| 2 | Sunpointe, LLC | 1.84% | 49,334 | $5.6M |
| 3 | Koenig Investment Advisory, LLC | 1.51% | 15,572 | $1.8M |
| 4 | ERn Financial, LLC | 1.41% | 65,572 | $7.5M |
| 5 | Slagle Financial, LLC | 1.05% | 27,815 | $3.2M |
| 6 | Dominguez Wealth Management Solutions, Inc. | 0.84% | 12,184 | $1.4M |
| 7 | Stratos Wealth Advisors, LLC | 0.48% | 67,897 | $7.7M |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.36% | 51,821 | $5.9M |
| 9 | Owen LaRue, LLC | 0.26% | 5,859 | $668K |
| 10 | Realta Investment Advisors | 0.11% | 2,738 | $312K |
| 11 | IFP Advisors, Inc | 0.07% | 29,742 | $3.4M |
| 12 | Financial Partners Group, Inc | 0.06% | 4,462 | $509K |
| 13 | Farther Finance Advisors, LLC | 0.04% | 38,261 | $4.4M |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 490,733 | $56.0M |
| 15 | Cambridge Investment Research Advisors, Inc. | 0.01% | 26,474 | $3K |
| 16 | Wealthcare Advisory Partners LLC | 0.01% | 3,150 | $359K |
| 17 | NBC SECURITIES, INC. | 0.01% | 784 | $89K |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 39,792 | $4.5M |
| 19 | TRUIST FINANCIAL CORP | 0.00% | 26,699 | $3.0M |
| 20 | Kestra Advisory Services, LLC | 0.00% | 4,030 | $460K |
| 21 | MML INVESTORS SERVICES, LLC | 0.00% | 3,976 | $453K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|