FAAR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 1.74M | +473.3% | $54.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 524.22K | +85.2% | $16.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Assetmark, Inc | 342.24K | +23.2% | $10.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 196.87K | -62.5% | $6.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 176.44K | -28.7% | $5.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 108.43K | +16.8% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 90.44K | +15.4% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 88.25K | +0.2% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 80.57K | -79.4% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 22.07K | +100.9% | $697,979 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 11.35K | -32.3% | $358,720 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 3.65K | +7.4% | $116,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | UBS Group AG | 2.75K | +45733.3% | $86,955 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1 | — | $60 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | — | $29 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Susquehanna International… | $3.35M | was 0.0% |
| Bank of New York Mellon Corp | $1.61M | was 0.0% |
| Jane Street Group, Llc | $303,320 | was 0.0% |
| Mercer Global Advisors Inc… | $208,572 | was 0.0% |
| BlackRock | $6,243 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 3.61M shares, $117.17M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.