FCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.0% ·
share flow -7.7% ·
net new positions -8.7%
· 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 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Invesco Ltd. | 564.55K | -13.6% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 515.24K | -4.8% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 418.61K | +17.4% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 402.05K | -7.6% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 301.73K | +5.3% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 227.21K | -10.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Focus Partners Wealth | 217.58K | -10.1% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 135.94K | +26.3% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 133.18K | +5.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Balyasny Asset Management L.P. | 111.62K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 103.77K | -3.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Baird Financial Group, Inc. | 69.05K | +0.8% | $665,603 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 65.67K | +3.6% | $633,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 57.08K | +46.8% | $550,213 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 48.30K | -5.0% | $465,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 47.88K | -2.5% | $461,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cwm, Llc | 26.35K | +23.1% | $253,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 10.60K | -84.7% | $102,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 1.40K | 0.0% | $13,314 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 907 | 0.0% | $8,743 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 379 | New | $3,652 | 0.0% | New | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 296 | New | $2,853 | 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
| Fifth Third Bancorp | $3,652 | 0.0% |
| BlackRock | $2,853 | 0.0% |
Exited
| Corient Private Wealth LP | $261,036 | was 0.0% |
| Nomura Holdings Inc | $154,434 | was 0.0% |
| National Bank Of Canada /Fi/ | $20,080 | was 0.0% |
| Northwestern Mutual Wealth… | $11,782 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 8.90M shares, $76.75M 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.