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Security record

FDT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q3 2024
33Tracked holders
0Δ holders
6.57MShares held
$621.83MReported value
+3New positions
−3Exits
Rising 4 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 +5.5% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 0 6.57M $621.83M +3 −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 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 1.88M +49.0% $178.34M 0.0% ▲ Add 4 SEC ↗ ×3
2 LPL Financial LLC 989.35K +14.5% $93.67M 0.0% ▲ Add 3 SEC ↗
3 Wells Fargo & Company/Mn 703.30K -21.9% $66.59M 0.0% ▼ Trim 3 SEC ↗ ×2
4 UBS Group AG 487.83K -24.0% $46.19M 0.0% ▼ Trim 3 SEC ↗ ×2
5 Envestnet Asset Management Inc 393.61K +13.0% $37.27M 0.0% ▲ Add 3 SEC ↗
6 Cetera Investment Advisers 358.26K +26.4% $33.92M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 241.77K -8.7% $22.89M 0.0% ▼ Trim 3 SEC ↗ ×2
8 First Trust Advisors Lp 235.54K -8.8% $22.30M 0.0% ▼ Trim 3 SEC ↗
9 Royal Bank Of Canada 229.94K -3.4% $21.77M 0.0% ▼ Trim 3 SEC ↗ ×4
10 Osaic Holdings, Inc. 170.52K +30.2% $16.15M 0.0% ▲ Add 3 SEC ↗ ×3
11 Stifel Financial Corp 147.52K +9.3% $13.97M 0.0% ▲ Add 3 SEC ↗
12 Truist Financial Corp 126.82K +76.7% $12.01M 0.0% ▲ Add 3 SEC ↗
13 Assetmark, Inc 125.82K +6.5% $11.91M 0.0% ▲ Add 3 SEC ↗
14 Susquehanna International Group, Llp 105.34K +150.2% $9.97M 0.0% ▲ Add 3 SEC ↗
15 Mml Investors Services, Llc 75.89K +262.5% $7.19M 0.0% ▲ Add 3 SEC ↗
16 Commonwealth Equity Services, Llc 69.77K +86.2% $6.61M 0.0% ▲ Add 3 SEC ↗
17 Jones Financial Companies Lllp 66.39K +147.8% $6.25M 0.0% ▲ Add 3 SEC ↗
18 Ameriprise Financial Inc 51.04K New $4.83M 0.0% New 1 SEC ↗
19 Bank of New York Mellon Corp 28.81K -2.0% $2.73M 0.0% ▼ Trim 3 SEC ↗ ×3
20 Jane Street Group, Llc 21.64K -88.9% $2.05M 0.0% ▼ Trim 2 SEC ↗
21 Fifth Third Bancorp 13.23K -1.7% $1.25M 0.0% ▼ Trim 3 SEC ↗
22 Northwestern Mutual Wealth… 7.62K +5.7% $721,704 0.0% ▲ Add 3 SEC ↗
23 Captrust Financial Advisors 7.26K +0.5% $687,300 0.0% ▲ Add 3 SEC ↗
24 Fidelity (FMR) ✦ 5.45K +64.4% $515,532 0.0% ▲ Add 5 SEC ↗
25 Mercer Global Advisors Inc /Adv 5.12K -50.0% $485,128 0.0% ▼ Trim 2 SEC ↗
26 Brown Advisory Inc 3.52K New $332,886 0.0% New 1 SEC ↗
27 Rockefeller Capital Management L.P. 3.29K -1.2% $311,431 0.0% ▼ Trim 3 SEC ↗
28 UBS AM, a distinct business unit of… 3.26K -2.7% $309,026 0.0% ▼ Trim 3 SEC ↗
29 Creative Planning 2.88K +0.5% $272,460 0.0% ▲ Add 3 SEC ↗
30 Mariner, LLC 2.80K -2.2% $264,695 0.0% ▼ Trim 3 SEC ↗
31 JPMorgan Chase ✦ 739 -16.1% $69,668 0.0% ▼ Trim 4 SEC ↗ ×2
32 Citigroup Inc 135 -45.1% $12,781 0.0% ▼ Trim 3 SEC ↗
33 Simplex Trading, Llc 39 New $3,692 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Ameriprise Financial Inc $4.83M 0.0%
Brown Advisory Inc $332,886 0.0%
Simplex Trading, Llc $3,692 0.0%

Exited

Citadel Advisors $25.76M was 0.0%
Qube Research & Technologies… $365,105 was 0.0%
Bank Of Montreal /Can/ $52,071 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: Q2 2026 · Methodology · Get this via the API