Security record
FCBD
name pending profile ingest
5Tracked holders
0Δ holders
1.20MShares held
$30.40MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 802.09K | +1.4% | $20.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 399.47K | -10.4% | $10.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 814 | 0.0% | $20,560 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 170 | New | $4,294 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 147 | New | $3,713 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Rockefeller Capital… | $4,294 | 0.0% |
| UBS Group AG | $3,713 | 0.0% |
Exited
| Citadel Advisors | $809,075 | was 0.0% |
| Morgan Stanley | $54,591 | 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.
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: Q2 2026 ·
Methodology ·
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