FCEF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +18.4% ·
net new positions -10.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 582.63K | +19.6% | $14.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 153.78K | +14.2% | $3.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 89.82K | +11.4% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 53.64K | +30.1% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 48.20K | +1.7% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 30.84K | +47.9% | $741,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 25.92K | +39.4% | $623,472 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.97K | -0.1% | $47,350 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 1.07K | 0.0% | $25,830 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1 | 0.0% | $21 | 0.0% | Held | 3 | 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 | $13,435 | was 0.0% |
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.