Institutional Ownership FDS (NYSE) - FactSet Research Systems...
Institutional Ownership Insights: Discover FDS Holdings. Gain a Comprehensive Overview of Funds and Institutions.
Institutions
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Gurufocus
| Valid Date | Name | Percent of FDS shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-06-30 | Amundi | 1.335% | 0.102% | 509299 | 4207 | 0.83% |
| 2023-06-30 | Kayne Anderson Rudnick Investment Management LLC | 2.784% | 1.195% | 1061799 | -16427 | -1.52% |
| 2023-06-30 | Loomis, Sayles & Company LP | 4.377% | 1.078% | 1669498 | -48412 | -2.82% |
| 2023-06-30 | Massachusetts Financial Services Company | 0.840% | 0.042% | 320354 | -11587 | -3.49% |
| 2023-06-30 | Morgan Stanley - Brokerage Accounts | 1.829% | 0.028% | 697614 | -3449 | -0.49% |
| 2023-06-30 | Ninety One UK Limited | 3.241% | 1.445% | 1236173 | -13465 | -1.08% |
| 2023-06-30 | Northern Trust Corp | 0.978% | 0.029% | 372950 | -22172 | -5.61% |
| 2023-06-30 | State Street Corporation | 4.744% | 0.038% | 1809468 | 7667 | 0.43% |
| 2023-06-30 | Vanguard Group Inc | 12.034% | 0.044% | 4590640 | 23473 | 0.51% |
| 2023-06-30 | JPMorgan Chase & Co | 1.144% | 0.019% | 436481 | -73460 | -14.41% |
| 2023-06-30 | Geode Capital Management, LLC | 2.487% | 0.045% | 948769 | 31420 | 3.43% |
| 2023-06-30 | Amvescap Plc. | 1.048% | 0.042% | 399793 | -48587 | -10.84% |
| 2023-06-30 | BAMCO Inc | 7.190% | 3.043% | 2742734 | 44466 | 1.65% |
| 2023-06-30 | Bank of America Corp | 1.541% | 0.025% | 587775 | -32508 | -5.24% |
| 2023-06-30 | BlackRock Inc | 8.309% | 0.035% | 3169482 | -17539 | -0.55% |
| 2023-06-30 | Champlain Investment Partners, LLC | 1.137% | 1.070% | 433517 | 103065 | 31.19% |
| 2023-06-30 | Charles Schwab Investment Management Inc | 0.898% | 0.039% | 342368 | -55 | -0.02% |
| 2023-06-30 | Echo Street Capital Management LLC | 1.042% | 1.363% | 397379 | 90419 | 29.46% |
| 2023-06-30 | Fiera Capital Corporation | 1.138% | 0.503% | 434086 | 29004 | 7.16% |
| 2023-06-30 | Wells Fargo & Co | 4.014% | 0.169% | 1531014 | -38406 | -2.45% |
Funds
| Valid Date | Name | Percent of FDS shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-10-31 | iShares Core S&P 500 ETF | 0.973% | 0.047% | 369657 | -115 | -0.03% |
| 2023-10-31 | SPDR® S&P 500 ETF Trust | 1.130% | 0.047% | 429283 | 5244 | 1.24% |
| 2023-09-30 | Loomis Sayles Growth Y | 1.082% | 1.665% | 411155 | -2549 | -0.62% |
| 2023-09-30 | Fidelity® 500 Index | 1.153% | 0.046% | 438161 | -827 | -0.19% |
| 2023-09-30 | Vanguard Growth Index Investor | 0.872% | 0.084% | 331102 | 4797 | 1.47% |
| 2023-09-30 | Vanguard Institutional 500 Index Trust | 2.413% | 0.046% | 916689 | -6126 | -0.66% |
| 2023-09-30 | Champlain Mid Cap Fund, LLC | 1.116% | 1.830% | 423777 | 1130 | 0.27% |
| 2023-09-30 | Vanguard Total Stock Mkt Idx Inv | 3.124% | 0.040% | 1186838 | -5098 | -0.43% |
| 2023-09-30 | Vanguard Institutional Index I | 0.674% | 0.047% | 256115 | -3031 | -1.17% |
| 2023-09-30 | Baron Small Cap Growth Strategy | 3.159% | 7.048% | 1200000 | - | - |
| 2023-09-30 | Vanguard Mid Cap Index Institutional | 2.275% | 0.271% | 864079 | -24059 | -2.71% |
| 2023-09-30 | Baron Asset Retail | 0.976% | 3.711% | 370725 | - | - |
| 2023-09-30 | Vanguard Mid-Cap Growth ETF | 0.693% | 0.566% | 263113 | -2437 | -0.92% |
| 2023-09-30 | Baron Growth Retail | 3.159% | 7.048% | 1200000 | - | - |
| 2023-09-30 | Baron Mid Cap Growth Strategy | 0.976% | 3.709% | 370725 | - | - |
| 2023-09-30 | Baron Partners Retail | 1.922% | 4.937% | 730000 | - | - |
| 2023-09-28 | SPDR® S&P 500 ETF Trust | 1.129% | 0.047% | 430801 | -3726 | -0.86% |
| 2023-09-28 | iShares Core S&P 500 ETF | 0.944% | 0.047% | 360033 | 138 | 0.04% |
| 2023-08-31 | Vanguard Institutional Index I | 0.679% | 0.044% | 259146 | -1005 | -0.39% |
| 2023-08-31 | Vanguard 500 Index Investor | 2.419% | 0.044% | 922815 | 4705 | 0.51% |
| 2023-08-31 | SPDR® S&P 500 ETF Trust | 1.096% | 0.044% | 417944 | -368 | -0.09% |
| 2023-08-31 | Vanguard Institutional 500 Index Trust | 2.419% | 0.044% | 922815 | 4705 | 0.51% |
| 2023-08-31 | Vanguard Mid Cap Index Institutional | 2.328% | 0.264% | 888138 | 1188 | 0.13% |
| 2023-08-31 | Vanguard Growth Index Investor | 0.855% | 0.078% | 326305 | 1176 | 0.36% |
| 2023-08-31 | Vanguard Mid-Cap Growth ETF | 0.696% | 0.541% | 265550 | 436 | 0.16% |
| 2023-08-31 | Vanguard Total Stock Mkt Idx Inv | 3.125% | 0.038% | 1191936 | -96 | -0.01% |
| 2023-08-31 | Eaton Vance Atlanta Capital SMID-Cap I | 0.704% | 1.027% | 267462 | - | - |
| 2023-08-31 | Financial Select Sector SPDR® ETF | 0.707% | 0.353% | 269686 | 1526 | 0.57% |
| 2023-08-31 | Champlain Mid Cap Fund, LLC | 1.108% | 1.699% | 422647 | -2035 | -0.48% |
| 2023-08-31 | iShares Core S&P 500 ETF | 0.940% | 0.044% | 358554 | -782 | -0.22% |
| 2023-07-31 | Champlain Mid Cap Fund, LLC | 1.113% | 1.666% | 424682 | 210 | 0.05% |
| 2023-07-31 | Vanguard Institutional Index I | 0.682% | 0.044% | 260151 | -1570 | -0.60% |
| 2023-07-31 | Vanguard Mid Cap Index Institutional | 2.325% | 0.253% | 886950 | -1284 | -0.14% |
| 2023-07-31 | Vanguard Mid-Cap Growth ETF | 0.695% | 0.520% | 265114 | -899 | -0.34% |
| 2023-07-31 | Eaton Vance Atlanta Capital SMID-Cap I | 0.701% | 0.989% | 267462 | 13079 | 5.14% |
| 2023-07-31 | Loomis Sayles Growth Y | 1.093% | 1.520% | 416957 | 371 | 0.09% |
| 2023-07-31 | Vanguard Total Stock Mkt Idx Inv | 3.125% | 0.037% | 1192032 | -1255 | -0.11% |
| 2023-07-31 | Fidelity® 500 Index | 1.142% | 0.043% | 435498 | 2794 | 0.65% |
| 2023-07-31 | Vanguard Growth Index Investor | 0.852% | 0.077% | 325129 | -679 | -0.21% |
| 2023-07-31 | Vanguard 500 Index Investor | 2.407% | 0.043% | 918110 | 5336 | 0.58% |
| 2023-07-31 | SPDR® S&P 500 ETF Trust | 1.129% | 0.043% | 430755 | -943 | -0.22% |
| 2023-07-31 | Financial Select Sector SPDR® ETF | 0.741% | 0.342% | 282776 | -140 | -0.05% |
| 2023-07-31 | iShares Core S&P 500 ETF | 0.933% | 0.043% | 355794 | 368 | 0.10% |
| 2023-07-31 | Ninety One GSF Glb Frchs I Acc USD | 1.241% | 2.565% | 471491 | -4214 | -0.89% |
| 2023-06-30 | Baron Small Cap Growth Strategy | 3.146% | 6.187% | 1200000 | - | - |
| 2023-06-30 | Vanguard Mid-Cap Growth ETF | 0.697% | 0.495% | 266013 | 5964 | 2.29% |
| 2023-06-30 | Baron Mid Cap Growth Strategy | 0.972% | 3.196% | 370725 | - | - |
| 2023-06-30 | Baron Growth Retail | 3.146% | 6.198% | 1200000 | - | - |
| 2023-06-30 | Ninety One GSF Glb Frchs I Acc USD | 1.247% | 2.415% | 475705 | -3079 | -0.64% |
| 2023-06-30 | Vanguard Total Stock Mkt Idx Inv | 3.128% | 0.035% | 1193287 | 572 | 0.05% |
| 2023-06-30 | Loomis Sayles Growth Y | 1.092% | 1.468% | 416586 | -5313 | -1.26% |
| 2023-06-30 | Baron Asset Retail | 0.972% | 3.197% | 370725 | - | - |
| 2023-06-30 | Baron Partners Retail | 1.914% | 4.232% | 730000 | - | - |
| 2023-06-30 | Ninety One Global Franchise | 1.247% | 2.415% | 475705 | -3079 | -0.64% |
| 2023-06-30 | Vanguard Mid Cap Index Institutional | 2.329% | 0.241% | 888234 | -3753 | -0.42% |
| 2023-06-30 | Vanguard Growth Index Investor | 0.854% | 0.073% | 325808 | 296 | 0.09% |
| 2023-06-30 | Vanguard 500 Index Investor | 2.393% | 0.041% | 912774 | 15620 | 1.74% |
| 2023-06-30 | Fidelity® 500 Index | 1.134% | 0.041% | 432704 | 4661 | 1.09% |
| 2023-06-30 | Vanguard Institutional Index I | 0.686% | 0.041% | 261721 | 907 | 0.35% |
| 2023-06-30 | Champlain Mid Cap Fund, LLC | 1.113% | 1.567% | 424472 | 240 | 0.06% |
| 2023-05-31 | Ninety One GSF Glb Frchs I Acc USD | 1.255% | 2.440% | 478784 | - | - |
| 2023-04-30 | Ninety One GSF Glb Frchs I Acc USD | 1.255% | 2.517% | 478784 | - | - |
| 2023-03-31 | Ninety One Global Franchise | 1.255% | 2.564% | 478784 | - | - |
| 2023-03-31 | Vanguard Instl Ttl Stck Mkt Idx Tr | 3.104% | 0.040% | 1183972 | 25403 | 2.19% |