27 institutions reported holding $19.5M of FIFTH DISTRICT (FDSB) in SEC 13F filings for 2026-03-31. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($4.7M), VANGUARD CAPITAL MANAGEMENT LLC ($3.5M), MANGROVE PARTNERS IM, LLC ($2.1M), RAYMOND JAMES FINANCIAL INC ($2.0M), STILWELL VALUE LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $4.7M | 312,123 | Added |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.5M | 233,248 | New |
| 3 | MANGROVE PARTNERS IM, LLC | $2.1M | 141,766 | Hold |
| 4 | RAYMOND JAMES FINANCIAL INC | $2.0M | 132,216 | Added |
| 5 | STILWELL VALUE LLC | $1.2M | 80,000 | Hold |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $947,828 | 63,956 | Added |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $743,639 | 50,157 | Added |
| 8 | MORGAN STANLEY | $741,000 | 50,000 | Hold |
| 9 | TruWealth Advisors, LLC | $559,322 | 37,741 | Added |
| 10 | Arcus Capital Partners, LLC | $540,990 | 36,504 | Added |
| 11 | Creative Planning | $444,600 | 30,000 | Trimmed |
| 12 | BlackRock, Inc. | $414,219 | 27,950 | Added |
| 13 | VANGUARD FIDUCIARY TRUST CO | $411,211 | 27,747 | New |
| 14 | ACADIAN ASSET MANAGEMENT LLC | $321,000 | 21,782 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $258,416 | 17,437 | Trimmed |
| 16 | NORTHERN TRUST CORP | $163,479 | 11,031 | New |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $152,050 | 10,260 | Hold |
| 18 | ORLEANS CAPITAL MANAGEMENT CORP/LA | $148,200 | 10,000 | Hold |
| 19 | Beacon Pointe Advisors, LLC | $148,200 | 10,000 | Hold |
| 20 | Vanguard Global Advisers, LLC | $45,038 | 3,039 | New |
| 21 | OSAIC HOLDINGS, INC. | $14,758 | 996 | Hold |
| 22 | American Capital Advisory, LLC | $8,151 | 550 | Hold |
| 23 | Royal Bank of Canada | $5,000 | 324 | Added |
| 24 | UBS Group AG | $0 | 0 | Exited |
| 25 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31