FCBD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -4.1% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 791.20K | -3.9% | $20.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 445.72K | -3.2% | $11.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 31.91K | -2.8% | $809,075 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.15K | -74.4% | $54,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 814 | 0.0% | $20,640 | 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
| UBS Group AG | $3,008 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 902.30K shares, $22.88M 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.