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Security record · archived quarter

FDM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
0Δ holders
696.13KShares held
$55.42MReported value
+1New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 0 749.01K $69.73M +2 −2
Q1 2026 28 +2 735.94K $60.39M +4 −2
Q4 2025 26 0 696.13K $55.42M +1 −1
Q3 2025 4 0 109.58K $8.30M
Q2 2025 2 -1 13.98K $1.00M −1
Q1 2025 2 0 28.41K $1.77M
Q4 2024 2 +1 55.52K $3.78M +1
Q3 2024 1 +1 3.50K $224,364 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 169.03K $13.46M 0.0% n/c 1 SEC ↗
2 Baird Financial Group, Inc. 137.58K $10.95M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 95.65K +0.6% $7.62M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 95.65K +0.6% $7.62M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 95.65K +0.6% $7.62M 0.0% ▲ Add 2 SEC ↗
6 Wells Fargo & Company/Mn 77.37K $6.16M 0.0% n/c 1 SEC ↗
7 Wells Fargo & Company/Mn 77.37K $6.16M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 55.61K $4.43M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 55.61K $4.43M 0.0% n/c 1 SEC ↗
10 Susquehanna International Group, Llp 19.30K $1.54M 0.0% n/c 1 SEC ↗
11 Bank Of America Corp /De/ 17.27K $1.38M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 17.27K $1.38M 0.0% n/c 1 SEC ↗
13 Jones Financial Companies Lllp 14.88K $1.18M 0.0% n/c 1 SEC ↗
14 Stifel Financial Corp 13.43K $1.07M 0.0% n/c 1 SEC ↗
15 UBS Group AG 12.11K $963,831 0.0% n/c 1 SEC ↗
16 Cetera Investment Advisers 10.97K $873,703 0.0% n/c 1 SEC ↗
17 Mariner, LLC 10.88K $866,620 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 10.70K $851,555 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 10.70K $851,555 0.0% n/c 1 SEC ↗
20 Citadel Advisors 9.26K New $737,085 0.0% New 1 SEC ↗
21 Mercer Global Advisors Inc /Adv 7.07K $562,704 0.0% n/c 1 SEC ↗
22 Royal Bank Of Canada 6.51K $518,000 0.0% n/c 1 SEC ↗
23 Two Sigma Investments 6.20K -54.4% $493,619 0.0% ▼ Trim 6 SEC ↗
24 Captrust Financial Advisors 6.19K $493,142 0.0% n/c 1 SEC ↗
25 HighTower Advisors, LLC 5.23K $416,514 0.0% n/c 1 SEC ↗
26 Brown Advisory Inc 3.77K $300,152 0.0% n/c 1 SEC ↗
27 Commonwealth Equity Services, Llc 3.27K $260,760 0.0% n/c 1 SEC ↗
28 Quantinno Capital Management LP 2.93K $233,577 0.0% n/c 1 SEC ↗
29 Fidelity (FMR) 567 +50.4% $45,147 0.0% ▲ Add 3 SEC ↗
30 Bank Of Montreal /Can/ 150 $11,942 0.0% n/c 1 SEC ↗
31 Northwestern Mutual Wealth… 112 $8,917 0.0% n/c 1 SEC ↗
32 Pnc Financial Services Group, Inc. 82 $6,562 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

Citadel Advisors $737,085 0.0%

Exited

JPMorgan Chase $37,876 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 1.69M shares, $139.97M 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 · Get this via the API