Security record · archived quarter
FAN
name pending profile ingest
32Tracked holders
+1Δ holders
2.87MShares held
$70.92MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow +1.3% ·
net new positions +3.1%
· 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 200 | $4,488 | n/a | −1 |
| Q2 2026 | 31 | +1 | 3.10M | $77.37M | +4 | −4 |
| Q1 2026 | 32 | +1 | 2.87M | $70.92M | +3 | −2 |
| Q4 2025 | 31 | -1 | 2.83M | $57.93M | n/a | −1 |
| Q3 2025 | 3 | 0 | 612.57K | $11.77M | n/a | n/a |
| Q2 2025 | 2 | +1 | 17.41K | $315,815 | +1 | n/a |
| Q4 2024 | 1 | 0 | 16.75K | $247,870 | +1 | −1 |
| Q3 2024 | 1 | +1 | 12.32K | $222,341 | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 866.56K | +30.8% | $21.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 407.73K | -8.0% | $10.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 401.87K | -2.5% | $9.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 293.22K | +2.9% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 200.65K | -9.4% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 152.06K | -7.6% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 114.46K | -3.9% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 91.87K | -23.5% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 72.24K | +7.8% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 34.94K | New | $864,395 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 34.80K | -2.4% | $861,032 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 34.12K | +18.2% | $844,210 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Jane Street Group, Llc | 24.65K | -76.3% | $609,816 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Amundi | 23.90K | -50.9% | $591,385 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 17.11K | New | $423,168 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 16.80K | -0.9% | $415,706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 16.68K | -3.7% | $412,661 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 15.73K | -13.8% | $389,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Creative Planning | 10.11K | -2.3% | $250,124 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 8.21K | 0.0% | $202,992 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Mirae Asset Global Investments Co.… | 6.70K | New | $165,758 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 6.45K | -5.8% | $159,567 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 3.48K | +166.4% | $86,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $74,096 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 2.77K | +10.8% | $68,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 2.55K | 0.0% | $63,013 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.92K | +17.6% | $47,588 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 690 | -27.8% | $17,071 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Simplex Trading, Llc | 406 | -52.9% | $10,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 299 | -26.5% | $7,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 261 | 0.0% | $6,457 | 0.0% | Held | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 200 | 0.0% | $4,938 | 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
| Envestnet Asset Management Inc | $864,395 | 0.0% |
| Mml Investors Services, Llc | $423,168 | 0.0% |
| Mirae Asset Global… | $165,758 | 0.0% |
Exited
| Susquehanna International… | $513,777 | was 0.0% |
| Barclays Plc | $10,235 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 3.80M shares, $92.91M 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 ·
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