Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton Holdings (FGDL)

98 + Investors. Track Smart Money conviction in FGDL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — FGDL

Based on 98 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FGDL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
98 hedge funds hold FGDL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +250% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+250% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 73% buying

68 buying25 selling
Last quarter: 68 funds were net buyers (19 opened a brand new position + 49 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 49 → 32 → 19 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 45% entered in last year

■ 8% conviction (2yr+) ■ 47% medium ■ 45% new
Only 8 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

12 → 49 → 32 → 19 → 19 new funds/Q
New funds entering each quarter: 49 → 32 → 19 → 19. FGDL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 81% of holders entered in last year

■ 10% veterans ■ 9% 1-2yr ■ 81% new
Of 98 current holders: 79 (81%) entered in the past year, only 10 (10%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
13 of 98 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FGDL

In 2026 Q2, 68 hedge funds were net buyers of FGDL (19 opened a new position, 49 added to an existing one), while 25 reduced or exited (15 trimmed, 10 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. 32% of total institutional value in FGDL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: FGDL

How many hedge funds hold FGDL — quarterly history vs. share price
Quarterly hedge fund ownership of FGDL vs. share price

Market Analysis: FGDL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FGDL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FGDL
98 + Investors

Track Smart Money conviction in FGDL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 89 10.11%
13F Shares 2M 1M 24.05%
Total Value $93M $84M 10.44%
New Positions 19 19 -
Increased Positions 49 15 +34
Closed Positions 10 22 -12
Reduced Positions 15 44 -29
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FGDL

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Institutional Holders (2026 Q2)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FGDL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FGDL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Millington Securities, LLC 2.14% 124,509 $7.7M
2 Clarity Asset Management, Inc. 1.81% 69,337 $3.7M
3 Wbi Investments, LLC 1.63% 123,353 $6.6M
4 Carlson Financial, INC. 0.33% 9,777 $563K
5 Avise Financial Cooperative, Inc. 0.31% 8,088 $432K
6 Maridea Wealth Management LLC 0.29% 50,891 $2.7M
7 Trademark Financial Management, LLC 0.22% 9,915 $529K
8 Sankala Group LLC 0.18% 4,715 $273K
9 Sonoma Allocations LLC 0.14% 8,073 $438K
10 Eastern Bank 0.09% 110,437 $5.9M
11 MRA Advisory Group 0.09% 4,658 $249K
12 Mason & Associates Inc 0.08% 8,987 $480K
13 Skyline Advisors, Inc. 0.07% 4,056 $216K
14 Basso Capital Management, L.P. 0.06% 5,197 $277K
15 3EDGE Asset Management, LP 0.06% 23,304 $1.2M
16 Spinnaker Investment Group, LLC 0.05% 6,161 $329K
17 One Wealth Advisors, LLC 0.05% 8,697 $464K
18 Horst & Graben Wealth Management LLC 0.03% 4,802 $259K
19 Sharkey, Howes & Javer 0.03% 4,776 $255K
20 PFG Investments, LLC 0.03% 14,855 $793K
21 Cozad Asset Management Inc 0.03% 8,800 $470K
22 Essex Financial Services, Inc. 0.02% 8,106 $433K
23 Osbon Capital Management LLC 0.02% 476 $25K
24 OneAscent Financial Services LLC 0.02% 7,564 $404K
25 Commonwealth Equity Services, LLC 0.01% 194,443 $10.4M
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

Frequently Asked Questions — Franklin Templeton Holdings (FGDL)

What does the Smart Money Trend signal show for FGDL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FGDL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FGDL?

More buyers than sellers — 73% buying: Last quarter: 68 funds were net buyers (19 opened a brand new position + 49 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FGDL holders?

Strong quality — 32% AUM from major funds: 13 of 98 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FGDL?

Mostly new holders — 45% entered in last year: Only 8 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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