FCAL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +17.6% ·
share flow +3.5% ·
net new positions +15.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 942.26K | +8.0% | $46.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 228.96K | +4.8% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Mariner, LLC | 91.32K | +80.5% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 86.32K | +8.5% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 42.65K | -1.4% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 36.28K | New | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 35.39K | New | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 30.18K | -58.4% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 28.54K | -12.7% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 28.12K | +5.1% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 24.09K | -64.0% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 18.43K | -3.8% | $900,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 14.00K | -80.0% | $684,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 12.73K | +7.0% | $622,465 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Quantinno Capital Management LP | 10.70K | 0.0% | $522,927 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 5.40K | +11.8% | $263,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 5.20K | -14.0% | $255,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 954 | New | $46,663 | 0.0% | New | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 268 | -33.2% | $13,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $48 | 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
| Cerity Partners LLC | $1.77M | 0.0% |
| Susquehanna International… | $1.73M | 0.0% |
| Fifth Third Bancorp | $46,663 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 2.83M shares, $135.75M 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.