FCEF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +14.1% ·
net new positions +16.7%
— 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 | 487.32K | +17.4% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 134.66K | +5.1% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 80.64K | +42.0% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 47.42K | +14.4% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 41.23K | -8.8% | $928,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 20.85K | +74.6% | $469,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 18.60K | -44.7% | $418,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cwm, Llc | 4.39K | New | $98,909 | 0.0% | New | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.97K | +0.1% | $44,314 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 1.07K | 0.0% | $24,170 | 0.0% | Held | 2 | SEC ↗ |
| 11 | UBS Group AG | 597 | New | $13,435 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1 | 0.0% | $16 | 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
| Cwm, Llc | $98,909 | 0.0% |
| UBS Group AG | $13,435 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 1.70M shares, $36.32M 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.