Security record
FDRR
name pending profile ingest
29Tracked holders
+3Δ holders
1.55MShares held
$100.69MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +11.5% ·
share flow +8.9% ·
net new positions +10.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +3 | 1.55M | $100.69M | +3 | — |
| Q1 2026 | 27 | 0 | 1.54M | $90.76M | +2 | −2 |
| Q4 2025 | 27 | +1 | 1.52M | $92.74M | +1 | — |
| Q3 2025 | 4 | 0 | 178.60K | $10.47M | — | — |
| Q2 2025 | 1 | -1 | 58.08K | $3.15M | — | −1 |
| Q1 2025 | 1 | +1 | 8.99K | $448,951 | +1 | — |
| Q2 2024 | 1 | — | 50.52K | $2.44M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 287.99K | -7.2% | $18.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 235.08K | -4.4% | $15.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 235.08K | -4.4% | $15.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 145.15K | -4.6% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 130.21K | +25.3% | $8.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 118.10K | +44.6% | $7.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 118.10K | +44.6% | $7.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 118.10K | +44.6% | $7.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 107.19K | +39.6% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 87.20K | +11.1% | $5.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 72.92K | -0.7% | $4.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 72.92K | -0.7% | $4.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 72.92K | -0.7% | $4.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | UBS Group AG | 63.15K | -0.8% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 58.21K | +21.1% | $3.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 58.21K | +21.1% | $3.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 58.21K | +21.1% | $3.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Raymond James Financial Inc | 47.06K | +7.8% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 47.06K | +7.8% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 42.45K | +31.9% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 28.74K | -3.5% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 28.74K | -3.5% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 25.38K | +14.4% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 22.68K | +322.1% | $1.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Jane Street Group, Llc | 21.14K | +25.3% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 12.28K | +8.9% | $796,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 10.14K | New | $657,883 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 9.59K | +2.6% | $641,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 9.41K | +27.0% | $610,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 6.65K | -2.8% | $431,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 3.25K | New | $210,562 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northern Trust Corp | 3.16K | New | $205,021 | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.90K | -20.5% | $123,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1.13K | -41.9% | $73,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.13K | -41.9% | $73,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 901 | 0.0% | $58,457 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 325 | 0.0% | $21,086 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 196 | +63.3% | $12,716 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 75 | 0.0% | $4,866 | 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
| Susquehanna International… | $657,883 | 0.0% |
| Truist Financial Corp | $210,562 | 0.0% |
| Northern Trust Corp | $205,021 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 107 holders, 3.62M shares, $200.70M 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: Q2 2026 ·
Methodology ·
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