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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
35Tracked holders
-2Δ holders
13.63MShares held
$436.14MReported value
+1New positions
−3Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.4% · share flow +1.0% · net new positions -5.7%formula
Concentrated accumulation — rising shares among fewer holders

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

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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 3.00M +11.5% $96.10M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 3.00M +11.5% $96.10M 0.0% ▲ Add 4 SEC ↗
3 LPL Financial LLC 2.26M +27.6% $72.33M 0.0% ▲ Add 3 SEC ↗
4 Wells Fargo & Company/Mn 1.47M +9.2% $47.06M 0.0% ▲ Add 3 SEC ↗
5 Wells Fargo & Company/Mn 1.47M +9.2% $47.06M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 1.32M +1.4% $42.27M 0.0% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 1.32M +1.4% $42.27M 0.0% ▲ Add 3 SEC ↗
8 Envestnet Asset Management Inc 875.59K +3.1% $28.01M 0.0% ▲ Add 3 SEC ↗
9 Royal Bank Of Canada 805.90K -3.3% $25.78M 0.0% ▼ Trim 3 SEC ↗
10 Royal Bank Of Canada 805.90K -3.3% $25.78M 0.0% ▼ Trim 3 SEC ↗
11 Royal Bank Of Canada 805.90K -3.3% $25.78M 0.0% ▼ Trim 3 SEC ↗
12 First Trust Advisors Lp 671.88K -11.4% $21.49M 0.0% ▼ Trim 3 SEC ↗
13 UBS Group AG 647.07K -4.5% $20.70M 0.0% ▼ Trim 3 SEC ↗
14 Raymond James Financial Inc 582.97K +31.1% $18.65M 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 582.97K +31.1% $18.65M 0.0% ▲ Add 3 SEC ↗
16 Cetera Investment Advisers 360.03K -1.6% $11.52M 0.0% ▼ Trim 3 SEC ↗
17 Assetmark, Inc 356.47K +11.1% $11.40M 0.0% ▲ Add 3 SEC ↗
18 State Of Wisconsin Investment Board 313.81K 0.0% $10.04M 0.0% Held 3 SEC ↗
19 Bank of New York Mellon Corp 223.08K -2.2% $7.14M 0.0% ▼ Trim 3 SEC ↗
20 Bank of New York Mellon Corp 223.08K -2.2% $7.14M 0.0% ▼ Trim 3 SEC ↗
21 HighTower Advisors, LLC 134.46K -10.9% $4.30M 0.0% ▼ Trim 3 SEC ↗
22 Wealth Enhancement Advisory… 82.37K -0.1% $2.64M 0.0% ▼ Trim 2 SEC ↗
23 Osaic Holdings, Inc. 79.71K +47.8% $2.55M 0.0% ▲ Add 3 SEC ↗
24 Osaic Holdings, Inc. 79.71K +47.8% $2.55M 0.0% ▲ Add 3 SEC ↗
25 Osaic Holdings, Inc. 79.71K +47.8% $2.55M 0.0% ▲ Add 3 SEC ↗
26 Citadel Advisors 53.76K -27.9% $1.72M 0.0% ▼ Trim 2 SEC ↗
27 Stifel Financial Corp 49.31K -3.1% $1.58M 0.0% ▼ Trim 3 SEC ↗
28 Jones Financial Companies Lllp 46.63K +7.8% $1.46M 0.0% ▲ Add 3 SEC ↗
29 Commonwealth Equity Services, Llc 44.45K +6.2% $1.42M 0.0% ▲ Add 3 SEC ↗
30 Quantinno Capital Management LP 43.67K +29.3% $1.40M 0.0% ▲ Add 3 SEC ↗
31 Jane Street Group, Llc 41.77K -95.4% $1.34M 0.0% ▼ Trim 2 SEC ↗
32 Truist Financial Corp 33.16K +69.3% $1.06M 0.0% ▲ Add 2 SEC ↗
33 Mml Investors Services, Llc 32.84K +32.0% $1.05M 0.0% ▲ Add 3 SEC ↗
34 Mercer Global Advisors Inc /Adv 15.81K -49.5% $505,911 0.0% ▼ Trim 2 SEC ↗
35 Susquehanna International Group, Llp 13.92K New $445,195 0.0% New 1 SEC ↗
36 JPMorgan Chase 13.99K +831.5% $442,695 0.0% ▲ Add 4 SEC ↗
37 JPMorgan Chase 13.99K +831.5% $442,695 0.0% ▲ Add 4 SEC ↗
38 Fifth Third Bancorp 11.01K -9.9% $352,299 0.0% ▼ Trim 2 SEC ↗
39 Rockefeller Capital Management L.P. 10.38K +0.5% $332,118 0.0% ▲ Add 3 SEC ↗
40 Mariner, LLC 9.70K 0.0% $310,136 0.0% Held 3 SEC ↗
41 Northwestern Mutual Wealth… 9.48K -2.0% $303,323 0.0% ▼ Trim 3 SEC ↗
42 Captrust Financial Advisors 6.96K 0.0% $222,742 0.0% Held 2 SEC ↗
43 Us Bancorp \De\ 2.93K +633.5% $93,857 0.0% ▲ Add 3 SEC ↗
44 Us Bancorp \De\ 2.93K +633.5% $93,857 0.0% ▲ Add 3 SEC ↗
45 Fidelity (FMR) 2.21K +198.5% $70,669 0.0% ▲ Add 5 SEC ↗
46 BlackRock (passive) 1.47K +13.1% $47,008 0.0% ▲ Add 2 SEC ↗

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

New buyers

Susquehanna International… $445,195 0.0%

Exited

Goldman Sachs Group $673,060 was 0.0%
Citigroup Inc $88,124 was 0.0%
Bank Of Montreal /Can/ $49,274 was 0.0%

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: Q2 2026 · Methodology · Get this via the API