FDG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.5% ·
share flow +3.1% ·
net new positions +9.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 1.68M | $223.68M | +2 | −2 |
| Q1 2026 | 21 | +2 | 1.49M | $170.30M | +3 | −1 |
| Q4 2025 | 19 | 0 | 1.45M | $183.69M | — | — |
| Q3 2025 | 3 | -1 | 16.35K | $1.97M | — | −1 |
| Q2 2025 | 2 | +1 | 19.09K | $2.09M | +1 | — |
| Q4 2024 | 1 | 0 | 4.50K | $467,785 | — | — |
| Q3 2024 | 1 | +1 | 4.26K | $394,782 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 602.26K | +0.1% | $68.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 490.73K | +4.2% | $55.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 247.47K | +11.2% | $28.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 247.47K | +11.2% | $28.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 39.79K | +106.1% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Truist Financial Corp | 26.70K | +6.1% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 22.67K | -0.7% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 15.75K | +1.5% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 15.34K | -1.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 6.93K | +18.4% | $790,367 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 6.52K | -44.9% | $743,720 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 4.53K | New | $516,989 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 3.98K | -25.7% | $453,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.42K | -85.4% | $390,048 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 2.20K | +2.9% | $240,815 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 1.80K | New | $205,062 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.74K | 0.0% | $198,447 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 998 | 0.0% | $113,822 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 237 | +78.2% | $27,030 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Cwm, Llc | 150 | 0.0% | $17,108 | 0.0% | Held | 2 | SEC ↗ |
| 21 | UBS Group AG | 44 | New | $5,018 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 23 | 0.0% | $2,623 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $516,989 | 0.0% |
| Susquehanna International… | $205,062 | 0.0% |
| UBS Group AG | $5,018 | 0.0% |
Exited
| Jane Street Group, Llc | $360,874 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 2.05M shares, $230.88M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.