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Security record · archived quarter

FEM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q2 2024
30Tracked holders
+1Δ holders
10.04MShares held
$274.68MReported value
+1New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.4% · share flow +0.6% · net new positions +3.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 -2 13.63M $436.14M +1 −3
Q1 2026 38 +8 13.58M $406.66M +9 −1
Q4 2025 30 +1 10.04M $274.68M +1
Q3 2025 3 0 2.35M $63.73M
Q2 2025 1 348 $8,555
Q4 2024 1 +1 34.16K $752,497 +1
Q2 2024 1 27.49K $658,135
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.39M +1.7% $65.37M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 2.39M +1.7% $65.37M 0.0% ▲ Add 2 SEC ↗
3 LPL Financial LLC 1.38M $37.62M 0.0% n/c 1 SEC ↗
4 Wells Fargo & Company/Mn 1.18M $32.25M 0.0% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 1.18M $32.25M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 1.05M $28.65M 0.0% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 1.05M $28.65M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 1.05M $28.65M 0.0% n/c 1 SEC ↗
9 Royal Bank Of Canada 985.23K $26.95M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 985.23K $26.95M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 985.23K $26.95M 0.0% n/c 1 SEC ↗
12 UBS Group AG 602.47K $16.48M 0.0% n/c 1 SEC ↗
13 Envestnet Asset Management Inc 570.22K $15.60M 0.0% n/c 1 SEC ↗
14 Raymond James Financial Inc 444.19K $12.15M 0.0% n/c 1 SEC ↗
15 Raymond James Financial Inc 444.19K $12.15M 0.0% n/c 1 SEC ↗
16 State Of Wisconsin Investment Board 313.81K $8.58M 0.0% n/c 1 SEC ↗
17 Cetera Investment Advisers 292.02K $7.99M 0.0% n/c 1 SEC ↗
18 Assetmark, Inc 227.39K $6.22M 0.0% n/c 1 SEC ↗
19 Bank of New York Mellon Corp 219.00K $5.99M 0.0% n/c 1 SEC ↗
20 Bank of New York Mellon Corp 219.00K $5.99M 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 69.43K $1.90M 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 69.43K $1.90M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 69.43K $1.90M 0.0% n/c 1 SEC ↗
24 Stifel Financial Corp 43.86K $1.20M 0.0% n/c 1 SEC ↗
25 Commonwealth Equity Services, Llc 41.14K $1.13M 0.0% n/c 1 SEC ↗
26 Cwm, Llc 31.79K $870,000 0.0% n/c 1 SEC ↗
27 First Trust Advisors Lp 28.28K $773,458 0.0% n/c 1 SEC ↗
28 Jones Financial Companies Lllp 26.56K $726,361 0.0% n/c 1 SEC ↗
29 Quantinno Capital Management LP 26.12K $714,437 0.0% n/c 1 SEC ↗
30 Mml Investors Services, Llc 25.84K $706,732 0.0% n/c 1 SEC ↗
31 HighTower Advisors, LLC 25.55K $698,710 0.0% n/c 1 SEC ↗
32 Susquehanna International Group, Llp 23.75K $649,508 0.0% n/c 1 SEC ↗
33 Goldman Sachs Group 22.47K New $614,555 0.0% New 1 SEC ↗
34 Rockefeller Capital Management L.P. 10.32K $282,217 0.0% n/c 1 SEC ↗
35 Mariner, LLC 9.70K $265,158 0.0% n/c 1 SEC ↗
36 Northwestern Mutual Wealth… 9.15K $250,225 0.0% n/c 1 SEC ↗
37 JPMorgan Chase 765 +181.2% $20,949 0.0% ▲ Add 2 SEC ↗
38 JPMorgan Chase 765 +181.2% $20,949 0.0% ▲ Add 2 SEC ↗
39 Fidelity (FMR) 631 +18.2% $17,266 0.0% ▲ Add 3 SEC ↗
40 Citigroup Inc 567 $15,507 0.0% n/c 1 SEC ↗
41 Us Bancorp \De\ 400 $10,940 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

Goldman Sachs Group $614,555 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 136 holders, 18.22M shares, $526.22M 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: Q4 2025 · Methodology · Get this via the API