FCVT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -1.2% ·
net new positions +5.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 252.59K | +35.4% | $13.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 176.02K | +6.8% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 128.43K | +9.8% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 60.37K | -4.3% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 57.64K | -22.9% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 43.62K | -5.5% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Truist Financial Corp | 33.84K | +0.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 33.02K | +0.5% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 21.86K | -76.5% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 15.40K | -18.2% | $827,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 14.68K | -18.5% | $789,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 11.62K | -16.8% | $617,879 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 3.75K | New | $201,726 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 352 | -31.9% | $18,981 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Blair William & Co/Il | 295 | 0.0% | $15,864 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 112 | 0.0% | $6,023 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | -98.8% | $75 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $201,726 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 1.67M shares, $70.95M 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.