Institutional Holders (2026 Q2)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FHDG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Investors Portfolio Services LLC | 15.47% | 559,359 | $20.3M |
| 2 | Pitti Group Wealth Management, LLC | 8.96% | 339,548 | $12.3M |
| 3 | Sage Capital Advisors,llc | 0.53% | 70,336 | $2.5M |
| 4 | Lionshead Wealth Management, LLC | 0.23% | 9,730 | $353K |
| 5 | Maia Wealth LLC | 0.19% | 35,639 | $1.3M |
| 6 | RFG Advisory, LLC | 0.15% | 257,086 | $9.3M |
| 7 | Quad-Cities Investment Group, LLC | 0.08% | 5,889 | $213K |
| 8 | Novem Group | 0.07% | 18,791 | $681K |
| 9 | Triumph Capital Management | 0.04% | 6,674 | $242K |
| 10 | Integrity Financial Corp /WA | 0.03% | 1,739 | $63K |
| 11 | Diversify Wealth Management, LLC | 0.02% | 30,151 | $1.1M |
| 12 | Diversify Advisory Services, LLC | 0.02% | 30,151 | $1.1M |
| 13 | Belpointe Asset Management LLC | 0.01% | 10,189 | $369K |
| 14 | Hollencrest Capital Management | 0.01% | 2,479 | $90K |
| 15 | Kestra Advisory Services, LLC | 0.01% | 43,602 | $1.6M |
| 16 | Old Mission Capital LLC | 0.00% | 5,641 | $204K |
| 17 | Prime Capital Investment Advisors, LLC | 0.00% | 8,046 | $292K |
| 18 | N.E.W. Advisory Services LLC | 0.00% | 1,000 | $36K |
| 19 | Harbour Investments, INC. | 0.00% | 2,451 | $89K |
| 20 | Creative Financial Designs Inc /Adv | 0.00% | 600 | $22K |
| 21 | Commonwealth Equity Services, LLC | 0.00% | 7,108 | $258K |
| 22 | Susquehanna International Group, LLP | 0.00% | 27,620 | $1.0M |
| 23 | Osaic Holdings, INC. | 0.00% | 1,033 | $37K |
| 24 | Jane Street Group, LLC | 0.00% | 7,338 | $266K |
| 25 | Barclays plc | 0.00% | 2,546 | $92K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|