Who owns FCBD?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FCBD from SEC Form 13F filings across 13 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 13 institutions disclosed 2.4M shares of FCBD worth $60.5M; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$60.5M
value, 2026 filers
2.4M
shares disclosed
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FCBD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CONEW | 802,086 | $20.3M | 0.0% | — | new |
| 2 | MLG Wealth Management DBA Pine Grove Financial GroupNEW | 795,456 | $20.1M | 2.0% | — | new |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 399,466 | $10.1M | 0.0% | — | -10.4% |
| 4 | Frontier Asset Management, LLC | 307,201 | $7.8M | 1.4% | — | -8.6% |
| 5 | Arete Wealth Advisors, LLC | 39,269 | $993,512 | 0.0% | — | -5.1% |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 29,448 | $743,812 | 0.0% | — | -9.8% |
| 7 | CoreCap Advisors, LLC | 11,302 | $285,472 | 0.0% | — | -1.3% |
| 8 | PRINCIPAL SECURITIES, INC.NEW | 7,930 | $200,300 | 0.0% | — | new |
| 9 | ASSETMARK, INC | 814 | $20,560 | 0.0% | — | 0.0% |
| 10 | Rockefeller Capital Management L.P.NEW | 170 | $4,294 | 0.0% | — | new |
| 11 | UBS Group AGNEW | 147 | $3,713 | 0.0% | — | new |
| 12 | Global Retirement Partners, LLCNEW | 69 | $1,753 | 0.0% | — | new |
| 13 | AMERIFLEX GROUP, INC. | 33 | $834 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.