Security record · archived quarter
FDHY
name pending profile ingest
18Tracked holders
0Δ holders
861.45KShares held
$42.50MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 503.21K | n/a | $24.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 92.71K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 63.77K | +43.5% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 49.01K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 43.39K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 36.45K | -52.4% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 15.46K | n/a | $762,839 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cibc World Market Inc. | 11.87K | n/a | $585,547 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 11.23K | n/a | $554,013 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 10.44K | n/a | $515,062 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 9.81K | n/a | $483,927 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 5.49K | n/a | $270,588 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 4.65K | n/a | $229,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Fidelity (FMR) ✦ | 1.87K | +153.4% | $92,398 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 789 | n/a | $38,921 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 766 | n/a | $37,687 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 525 | n/a | $25,898 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1 | n/a | $38 | 0.0% | n/c | 1 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 2.52M shares, $121.14M 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: Q4 2025 ·
Methodology ·
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