Security record · archived quarter
FDT
name pending profile ingest
34Tracked holders
+3Δ holders
6.25MShares held
$543.55MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +9.7% ·
share flow +30.0% ·
net new positions +8.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.26M | +14.2% | $109.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 900.51K | +115.4% | $78.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 864.27K | +2.4% | $75.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 641.78K | +125.4% | $55.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 348.39K | -14.2% | $30.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 296.33K | New | $25.76M | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 283.40K | +5.4% | $24.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 264.94K | +30.5% | $23.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | First Trust Advisors Lp | 258.27K | +2056.9% | $22.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 238.10K | +14.6% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Jane Street Group, Llc | 195.48K | New | $16.99M | 0.0% | New | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 134.94K | +32.6% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 131.01K | -13.5% | $11.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 118.14K | -22.9% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 71.76K | +79.4% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 42.10K | -47.3% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 37.48K | +69.2% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 29.41K | -30.3% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Jones Financial Companies Lllp | 26.79K | +198.7% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 25.61K | +138.1% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 20.93K | -30.3% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 13.46K | +12972.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 10.25K | New | $890,856 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 7.22K | -3.4% | $627,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 7.21K | +39.8% | $627,111 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 4.20K | New | $365,105 | 0.0% | New | 1 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 3.36K | +3547.8% | $291,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 3.33K | +6.1% | $289,313 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.31K | +279.8% | $287,902 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Creative Planning | 2.86K | -6.4% | $248,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 2.86K | -5.7% | $248,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 881 | -5.1% | $73,932 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Bank Of Montreal /Can/ | 599 | New | $52,071 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Citigroup Inc | 246 | 0.0% | $21,385 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $25.76M | 0.0% |
| Jane Street Group, Llc | $16.99M | 0.0% |
| Mercer Global Advisors Inc… | $890,856 | 0.0% |
| Qube Research & Technologies… | $365,105 | 0.0% |
| Bank Of Montreal /Can/ | $52,071 | 0.0% |
Exited
| Us Bancorp \De\ | $1.30M | was 0.0% |
| Bank Of America Corp /De/ | $24,628 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 8.74M shares, $726.48M 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: Q1 2026 ·
Methodology ·
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