% of shares outstanding is not shown for FGD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for FGD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 1.6M | 1.9M | 2.6M | 3.0M | 3.3M | 5.1M | $162M |
| WELLS FARGO & COMPANY/MN | 1.9M | 1.9M | 1.8M | 2.2M | 2.7M | 3.4M | $109M |
| MORGAN STANLEY | 998K | 1.0M | 1.1M | 1.1M | 1.1M | 1.5M | $48M |
| BANK OF AMERICA CORP /DE/ | 484K | 417K | 473K | 577K | 681K | 1.1M | $37M |
| RAYMOND JAMES FINANCIAL INC | 223K | 220K | 1.2M | 971K | 1.4M | 1.1M | $34M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 632K | 632K | 1.1M | 1.1M | 1.1M | 1.1M | $34M |
| UBS Group AG | 612K | 618K | 706K | 767K | 798K | 1.0M | $32M |
| AMERIPRISE FINANCIAL INC | 381K | 1.2M | 1.8M | 1.7M | 1.3M | 954K | $30M |
| AE Wealth Management LLC | 916K | 922K | 859K | 870K | 885K | 643K | $21M |
| PARK NATIONAL CORP /OH/ | 420K | 430K | 469K | 514K | 528K | 546K | $17M |
| Janney Montgomery Scott LLC | 122K | 192K | 448K | 483K | 520K | 521K | $17M |
| ROYAL BANK OF CANADA | 298K | 209K | 473K | 274K | 406K | 499K | $16M |
| COMMONWEALTH EQUITY SERVICES, LLC | 129K | 117K | 361K | 471K | 437K | 487K | $16M |
| ENVESTNET ASSET MANAGEMENT INC | 224K | 220K | 209K | 315K | 355K | 413K | $13M |
| Cetera Investment Advisers | 73K | 67K | 96K | 169K | 299K | 381K | $12M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | +1,749,194 | $56M | ADD |
| WELLS FARGO & COMPANY/MN | +751,362 | $24M | ADD |
| BANK OF AMERICA CORP /DE/ | +465,775 | $15M | ADD |
| MORGAN STANLEY | +386,059 | $12M | ADD |
| CITADEL ADVISORS LLC | +241,302 | $8M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | −369,873 | $12M | TRIM |
| AMERIPRISE FINANCIAL INC | −350,887 | $11M | TRIM |
| AE Wealth Management LLC | −242,447 | $8M | TRIM |
| JANE STREET GROUP, LLC | −86,735 | $3M | TRIM |
| CacheTech Inc. | −37,635 | $1M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 190 | 25,090,016 | — | $801M |
| 2025-Q4 | 173 | 20,758,512 | — | $628M |
| 2025-Q3 | 160 | 18,910,481 | — | $544M |
| 2025-Q2 | 149 | 17,739,191 | — | $488M |
| 2025-Q1 | 141 | 13,463,662 | — | $326M |
| 2024-Q4 | 137 | 12,287,789 | — | $273M |
| 2024-Q3 | 127 | 11,321,131 | — | $276M |
| 2024-Q2 | 127 | 10,903,774 | — | $244M |
| 2024-Q1 | 125 | 12,984,221 | — | $296M |
| 2023-Q4 | 129 | 16,994,250 | — | $379M |
| 2023-Q3 | 122 | 16,981,172 | — | $350M |
| 2023-Q2 | 128 | 17,804,955 | — | $382M |
| 2023-Q1 | 126 | 16,794,888 | — | $371M |
| 2022-Q4 | 130 | 11,218,888 | — | $244M |
| 2022-Q3 | 120 | 13,298,067 | — | $247M |
| 2022-Q2 | 124 | 12,816,525 | — | $279M |
| 2022-Q1 | 124 | 12,034,147 | — | $304M |
| 2021-Q4 | 113 | 8,789,725 | — | $221M |
| 2021-Q3 | 106 | 8,348,191 | — | $209M |
| 2021-Q2 | 104 | 7,951,149 | — | $206M |
| 2021-Q1 | 98 | 6,727,588 | — | $169M |
| 2020-Q4 | 92 | 7,402,967 | — | $162M |
| 2020-Q3 | 90 | 8,286,531 | — | $148M |
| 2020-Q2 | 89 | 9,280,908 | — | $167M |
| 2020-Q1 | 102 | 10,558,843 | — | $168M |
| 2019-Q4 | 112 | 13,082,351 | — | $326M |
| 2019-Q3 | 95 | 12,209,045 | — | $280M |
| 2019-Q2 | 95 | 11,835,720 | — | $272M |
| 2019-Q1 | 97 | 9,610,166 | — | $224M |
| 2018-Q4 | 97 | 7,901,522 | — | $173M |
| 2018-Q3 | 85 | 9,831,687 | — | $248M |
| 2018-Q2 | 83 | 10,130,007 | — | $251M |
| 2018-Q1 | 90 | 9,921,356 | — | $254M |
| 2017-Q4 | 91 | 9,324,940 | — | $246M |
| 2017-Q3 | 74 | 7,621,277 | — | $197M |
| 2017-Q2 | 74 | 7,484,585 | — | $187M |
| 2017-Q1 | 69 | 7,340,401 | — | $180M |
| 2016-Q4 | 77 | 6,655,456 | — | $155M |
| 2016-Q3 | 69 | 5,437,022 | — | $128M |
| 2016-Q2 | 76 | 5,672,061 | — | $126M |
| 2016-Q1 | 77 | 6,221,282 | — | $140M |
| 2015-Q4 | 79 | 7,197,924 | — | $156M |
| 2015-Q3 | 73 | 7,499,942 | — | $162M |
| 2015-Q2 | 82 | 8,462,886 | — | $208M |
| 2015-Q1 | 80 | 8,185,368 | — | $209M |
| 2014-Q4 | 78 | 8,463,749 | — | $217M |
| 2014-Q3 | 72 | 8,986,863 | — | $242M |
| 2014-Q2 | 67 | 8,748,124 | — | $257M |
| 2014-Q1 | 57 | 7,129,656 | — | $200M |
| 2013-Q4 | 55 | 6,849,544 | — | $187M |
| 2013-Q3 | 47 | 5,662,545 | — | $146M |
| 2013-Q2 | 40 | 5,062,918 | — | $117M |
