FDV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +7.0% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +1 | 10.99M | $345.10M | +1 | — |
| Q1 2026 | 24 | +4 | 8.96M | $275.84M | +4 | — |
| Q4 2025 | 20 | +1 | 10.18M | $291.18M | +1 | — |
| Q3 2025 | 1 | — | 226 | $6,485 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.76M | — | $79.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.76M | — | $79.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 2.62M | — | $75.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Federated Hermes, Inc. | 913.48K | — | $26.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 670.16K | New | $19.17M | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 646.65K | — | $18.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 467.44K | — | $13.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 467.44K | — | $13.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 467.44K | — | $13.37M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 446.61K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 446.61K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 343.92K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 343.92K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 343.92K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 343.92K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 331.64K | — | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 324.11K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 324.11K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 324.11K | — | $9.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 208.52K | — | $5.97M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 163.22K | — | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 163.22K | — | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 96.05K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 87.39K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 51.00K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 21.72K | — | $621,508 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 11.84K | — | $338,620 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 5.17K | — | $148,028 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 1.82K | — | $52,127 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 226 | 0.0% | $6,469 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 226 | 0.0% | $6,469 | 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
| JPMorgan Chase | $19.17M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 17.04M shares, $463.14M 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.