FDT
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +1 | 6.57M | $622.07M | +4 | −3 |
| Q1 2026 | 34 | +3 | 6.25M | $543.55M | +5 | −2 |
| Q4 2025 | 31 | 0 | 4.43M | $352.19M | — | — |
| Q3 2025 | 3 | 0 | 1.07M | $80.84M | — | — |
| Q2 2025 | 1 | — | 281 | $19,351 | — | — |
| Q3 2024 | 1 | +1 | 8.90K | $513,378 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.26M | +14.2% | $109.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.26M | +14.2% | $109.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 900.51K | +115.4% | $78.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 900.51K | +115.4% | $78.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 864.27K | +2.4% | $75.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 641.78K | +125.4% | $55.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 348.39K | -14.2% | $30.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 296.33K | New | $25.76M | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 283.40K | +5.4% | $24.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 264.94K | +30.5% | $23.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 264.94K | +30.5% | $23.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | First Trust Advisors Lp | 258.27K | +2056.9% | $22.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 238.10K | +14.6% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 238.10K | +14.6% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 238.10K | +14.6% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 238.10K | +14.6% | $20.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 195.48K | New | $16.99M | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 134.94K | +32.6% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 131.01K | -13.5% | $11.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 131.01K | -13.5% | $11.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 118.14K | -22.9% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 71.76K | +79.4% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 42.10K | -47.3% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 42.10K | -47.3% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 37.48K | +69.2% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 29.41K | -30.3% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 29.41K | -30.3% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 29.41K | -30.3% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 26.79K | +198.7% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 25.61K | +138.1% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 20.93K | -30.3% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 13.46K | +12972.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 10.25K | New | $890,856 | 0.0% | New | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 7.22K | -3.4% | $627,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 7.21K | +39.8% | $627,111 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 4.20K | New | $365,105 | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 3.36K | +3547.8% | $291,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 3.33K | +6.1% | $289,313 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 3.31K | +279.8% | $287,902 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Creative Planning | 2.86K | -6.4% | $248,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mariner, LLC | 2.86K | -5.7% | $248,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 881 | -5.1% | $73,932 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 881 | -5.1% | $73,932 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 599 | New | $52,071 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 599 | New | $52,071 | 0.0% | New | 1 | SEC ↗ |
| 46 | 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% |
| 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.