Security record
FAD
name pending profile ingest
29Tracked holders
0Δ holders
1.40MShares held
$280.42MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +18.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 277.57K | +14.5% | $55.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 276.50K | +39.7% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 212.49K | +21.4% | $42.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 125.70K | +34.3% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 68.73K | +13.0% | $13.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 61.71K | +109.1% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $10.00M | 0.0% | Held | 4 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 49.71K | +9.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Truist Financial Corp | 48.48K | -1.7% | $9.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 41.54K | +0.1% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 35.90K | +70.9% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 30.48K | +23.2% | $6.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 24.36K | +0.1% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 21.05K | -38.5% | $4.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 18.33K | +30.4% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 17.38K | -1.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 13.57K | +3.8% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 11.05K | -62.7% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Baird Financial Group, Inc. | 8.52K | -38.7% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 3.85K | +42.3% | $770,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Nomura Asset Management Co Ltd | 3.63K | New | $725,889 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 1.58K | -1.7% | $301,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 829 | 0.0% | $165,852 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 389 | 0.0% | $77,788 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 370 | 0.0% | $73,931 | 0.0% | Held | 5 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 200 | New | $39,456 | 0.0% | New | 1 | SEC ↗ |
| 27 | Blair William & Co/Il | 115 | 0.0% | $22,996 | 0.0% | Held | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 103 | 0.0% | $20,597 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 68 | -22.7% | $13,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Asset Management Co Ltd | $725,889 | 0.0% |
| JPMorgan Chase | $39,456 | 0.0% |
Exited
| Citigroup Inc | $7,946 | was 0.0% |
| Russell Investments Group… | $954 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 99 holders, 1.64M shares, $252.78M 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: Q2 2026 ·
Methodology ·
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