Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was North Star Asset Management Inc (+149%).
6 tracked 13F filers disclose a position in FDGRX as of the latest SEC 13F filings, a combined $5.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 47K | $2.8M | —Held | Q2 2026 | |
| 2 | North Star Asset Management Inc | 18K | $853K | ▲+149% Added · +11K sh | Q1 2026 | |
| 3 | McMillan Office, Inc. | 15K | $894K | —Held | Q2 2026 | |
| 4 | First Merchants Corp | 13K | $750K | —Held | Q2 2026 | |
| 5 | Sequent Asset Management, LLC | 4K | $249K | ▲Added Added · +4K sh | Q2 2026 | |
| 6 | Coston, McIsaac & Partners | 179 | $10K | ▲New +179 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in FDGRX and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 5 funds | $144.9M |
| Amazon.com IncAMZN | 5 funds | $120.4M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $79.7M |
| JPMorgan Chase & CoJPM | 5 funds | $70.5M |
| Abbvie IncABBV | 5 funds | $69.2M |
| Vanguard S&P 500 ETFVOO | 5 funds | $61.9M |
| Abbott LaboratoriesABT | 5 funds | $42.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $31.4M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $30.7M |
| Procter & Gamble CoPG | 5 funds | $30.2M |
| ExxonMobil Holdings CorpXOM | 5 funds | $29.7M |
| RTX CorpRTX | 5 funds | $25.2M |
Ranked by how many of FDGRX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FDGRX.
| Class | 13F holders | Value held |
|---|---|---|
| FDGRXthis pageMutual Funds | 6 funds | $5.5M |
| FMILXNEW MILLENIUM | 1 funds | $225K |
| 316200203EQUITY FUNDS | 1 funds | $67K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FDGRX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FDGRX/capital-change-brief"
Use Arkolith's capital_change_brief for FDGRX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FDGRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.