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Security record · archived quarter

FAB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
+1Δ holders
494.68KShares held
$46.77MReported value
+1New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.0% · share flow +16.2% · net new positions +3.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 0 479.50K $48.68M +1 −1
Q1 2026 26 +1 494.68K $46.77M +1
Q4 2025 25 0 425.69K $37.95M
Q3 2025 5 0 93.52K $8.16M
Q2 2025 2 0 6.89K $559,806 +1 −1
Q1 2025 1 0 4.30K $341,893 +1 −1
Q4 2024 1 0 22.13K $1.83M
Q3 2024 1 0 2.42K $204,548
Q2 2024 1 29.49K $2.32M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 65.60K +6.3% $6.20M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 65.60K +6.3% $6.20M 0.0% ▲ Add 2 SEC ↗
3 Raymond James Financial Inc 65.60K +6.3% $6.20M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 61.50K -3.7% $5.81M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 61.50K -3.7% $5.81M 0.0% ▼ Trim 3 SEC ↗
6 LPL Financial LLC 55.51K +21.6% $5.25M 0.0% ▲ Add 2 SEC ↗
7 Wells Fargo & Company/Mn 44.97K +30.1% $4.25M 0.0% ▲ Add 2 SEC ↗
8 Wells Fargo & Company/Mn 44.97K +30.1% $4.25M 0.0% ▲ Add 2 SEC ↗
9 Osaic Holdings, Inc. 43.62K +1.6% $4.12M 0.0% ▲ Add 2 SEC ↗
10 Susquehanna International Group, Llp 36.21K +167.6% $3.42M 0.0% ▲ Add 2 SEC ↗
11 Susquehanna International Group, Llp 36.21K +167.6% $3.42M 0.0% ▲ Add 2 SEC ↗
12 Citadel Advisors 33.14K +288.5% $3.13M 0.0% ▲ Add 4 SEC ↗
13 Royal Bank Of Canada 33.01K -0.6% $3.12M 0.0% ▼ Trim 2 SEC ↗
14 Royal Bank Of Canada 33.01K -0.6% $3.12M 0.0% ▼ Trim 2 SEC ↗
15 Royal Bank Of Canada 33.01K -0.6% $3.12M 0.0% ▼ Trim 2 SEC ↗
16 Goldman Sachs Group 21.82K -1.0% $2.06M 0.0% ▼ Trim 3 SEC ↗
17 Baird Financial Group, Inc. 21.43K +0.4% $2.03M 0.0% ▲ Add 2 SEC ↗
18 Stifel Financial Corp 19.19K -1.6% $1.81M 0.0% ▼ Trim 2 SEC ↗
19 Commonwealth Equity Services, Llc 17.53K -8.0% $1.66M 0.0% ▼ Trim 2 SEC ↗
20 Rockefeller Capital Management L.P. 7.79K -10.9% $736,919 0.0% ▼ Trim 2 SEC ↗
21 UBS Group AG 7.18K +15.9% $679,051 0.0% ▲ Add 2 SEC ↗
22 Cetera Investment Advisers 6.87K +3.5% $649,303 0.0% ▲ Add 2 SEC ↗
23 Jones Financial Companies Lllp 5.24K +32.5% $490,300 0.0% ▲ Add 2 SEC ↗
24 Truist Financial Corp 4.13K -2.8% $390,139 0.0% ▼ Trim 2 SEC ↗
25 Envestnet Asset Management Inc 4.09K -3.2% $386,597 0.0% ▼ Trim 2 SEC ↗
26 Creative Planning 3.19K +0.2% $301,614 0.0% ▲ Add 2 SEC ↗
27 Northwestern Mutual Wealth… 809 +0.4% $76,465 0.0% ▲ Add 2 SEC ↗
28 Fidelity (FMR) 789 0.0% $74,620 0.0% Held 4 SEC ↗
29 JPMorgan Chase 700 0.0% $65,419 0.0% Held 3 SEC ↗
30 Citigroup Inc 151 +11.8% $14,277 0.0% ▲ Add 2 SEC ↗
31 UBS AM, a distinct business unit of… 100 New $9,455 0.0% New 1 SEC ↗
32 Pnc Financial Services Group, Inc. 98 0.0% $9,266 0.0% Held 2 SEC ↗
33 Russell Investments Group, Ltd. 20 0.0% $1,891 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

UBS AM, a distinct business… $9,455 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 676.16K shares, $62.42M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API