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Security record · archived quarter

FCA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024
9Tracked holders
0Δ holders
1.44MShares held
$40.65MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 13 0 295.66K $8.06M +4 −4
Q1 2026 13 +4 2.38M $74.52M +4
Q4 2025 9 0 1.44M $40.65M
Q3 2025 2 +1 45.35K $1.31M +1
Q1 2025 1 0 11.81K $247,239
Q4 2024 1 +1 63.08K $1.26M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 First Trust Advisors Lp 1.34M $37.86M 0.0% n/c 1 SEC ↗
2 LPL Financial LLC 51.43K $1.45M 0.0% n/c 1 SEC ↗
3 Raymond James Financial Inc 30.50K $862,263 0.0% n/c 1 SEC ↗
4 Citadel Advisors 8.45K -81.4% $238,910 0.0% ▼ Trim 2 SEC ↗
5 Osaic Holdings, Inc. 8.04K $227,290 0.0% n/c 1 SEC ↗
6 Royal Bank Of Canada 100 $3,000 0.0% n/c 1 SEC ↗
7 Assetmark, Inc 88 $2,488 0.0% n/c 1 SEC ↗
8 UBS Group AG 78 $2,205 0.0% n/c 1 SEC ↗
9 Morgan Stanley 2 0.0% $79 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

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 2.88M shares, $89.07M 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: Q4 2025 · Methodology · Get this via the API