FCA
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.