FDRR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +1.2% ·
net new positions +3.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 347.32K | n/a | $21.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 247.13K | n/a | $15.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 170.73K | n/a | $10.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 118.88K | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Cwm, Llc | 92.31K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 79.80K | -3.3% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 75.32K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 69.69K | +8.6% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 66.33K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 62.00K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 44.84K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Lido Advisors, LLC | 31.19K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 25.36K | -4.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 20.78K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 15.87K | New | $968,082 | 0.0% | New | 1 | SEC ↗ |
| 16 | Creative Planning | 10.82K | n/a | $660,405 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 8.75K | n/a | $539,975 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 7.94K | n/a | $484,377 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 6.47K | n/a | $394,982 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 6.37K | n/a | $388,758 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 5.37K | +0.9% | $327,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 4.04K | n/a | $246,514 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.03K | n/a | $124,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.10K | n/a | $67,164 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 314 | n/a | $19,160 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 84 | n/a | $5,126 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 75 | n/a | $4,577 | 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 | $968,082 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.