FRDM Institutional Ownership
Who owns FRDM and what the big funds did with it last quarter, from every SEC 13F filing. 318 funds reported holding FRDM at Jun 30, 2026.
- ▲197 buying vs 104 selling
- ▲Shares held by funds +6.0%
- ▲Funds holding +38
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 318 | 280 | +13.6% |
| In funds' top 10 | 35 | 31 | +12.9% |
| 13F shares | 35.5M | 33.5M | +6.0% |
| Held by funds | – | – | – |
| New positions | 58 | 63 | −7.9% |
| Increased | 139 | 119 | +16.8% |
| Reduced | 90 | 66 | +36.4% |
| Sold out | 14 | 14 | 0.0% |
| Calls (shares) | 5,800 | 0 | – |
| Puts (shares) | 400 | 0 | – |
| Put/call ratio | 0.07 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FRDM
All superinvestors →
Who owns FRDM
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds75.3%
- Banks and brokers16.5%
- Pensions, insurers and other8.2%
The top 10 holders own 39.1% of all FRDM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
147 funds changed their position- Summit Investment Advisors, Inc.\KSNew+322K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−228K sh
- Concurrent Investment Advisors, LLCNew+203K sh
- Coyle Financial Counsel LLCTrimmed−109K sh
- Prospera Financial Services IncTrimmed−123K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | – | 2.6M | $193M | +94K |
| 2 | Wells Fargo & Company/mn | – | 2.4M | $174M | +246K |
| 3 | Northwestern Mutual Wealth Management Co | – | 2.1M | $151M | +121K |
| 4 | Mainstay Capital Management LLC /adv | – | 1.6M | $114M | −260K |
| 5 | LPL Financial LLC | – | 1.1M | $79.1M | +318K |
| 6 | Ellevest, Inc. | – | 1M | $73.1M | −32K |
| 7 | Raymond James Financial Inc | – | 808K | $58.9M | +14K |
| 8 | Tanglewood Wealth Management, Inc. | – | 796K | $58M | +5,084 |
| 9 | Willis Johnson Wealth, Inc. | – | 787K | $57.4M | −72K |
| 10 | Morgan Stanley | – | 738K | $53.8M | +147K |
- Cambridge Investment Research Advisors, Inc.+371K sh+$27M
- LPL Financial LLC+318K sh+$23.2M
- Elwood & Goetz Wealth Advisory Group, LLC+279K sh+$20.3M
- Wells Fargo & Company/mn+246K sh+$17.9M
- Permanens Capital L.P.+210K sh+$15.4M
- Morgan Stanley+147K sh+$10.7M
- Northwestern Mutual Wealth Management Co+121K sh+$8.8M
- Members Advisory Group LLC+117K sh+$8.5M
- Mainstay Capital Management LLC /adv−260K sh−$19M
- Old Mission Capital LLC−207K sh−$15.1M
- Commonwealth Financial Services, LLC−200K sh−$14.6M
- Muhlenkamp & Co Inc−237K sh−$12.9M
- Gts Securities LLC−163K sh−$11.9M
- Krilogy Financial LLC−145K sh−$8.9M
- Jane Street Group, LLC−113K sh−$6.2M
- Brookstone Capital Management−74K sh−$5.4M
FRDM institutional ownership FAQ
Who owns the most FRDM stock?
In Q2 2026 13F filings the largest holder of FRDM was Retirement Planning Group, LLC, followed by Wells Fargo & Company/mn and Northwestern Mutual Wealth Management Co. Index fund managers are usually the biggest holders of large companies.
What percentage of FRDM is owned by institutions?
318 funds reported holding 35.5M FRDM shares at Jun 30, 2026.
Are hedge funds buying FRDM?
In Q2 2026, 197 funds bought FRDM (58 of them new positions) and 104 sold (14 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for FRDM is bullish.
What is FRDM's institutional put/call ratio?
Funds reported $29K of FRDM puts against $423K of calls, a put/call ratio of 0.07. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this FRDM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.