Security record · archived quarter
FEMB
name pending profile ingest
20Tracked holders
0Δ holders
4.10MShares held
$122.28MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.51M | +10.9% | $44.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.18M | n/a | $35.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 334.24K | n/a | $9.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | First Trust Advisors Lp | 256.18K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 178.87K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 163.59K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 136.31K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 101.51K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 91.22K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 35.19K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 26.37K | n/a | $785,738 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Assetmark, Inc | 25.49K | n/a | $759,542 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 21.27K | n/a | $633,816 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 19.36K | n/a | $576,987 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 13.03K | n/a | $388,294 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 8.84K | n/a | $264,599 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 2.55K | n/a | $74,705 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 552 | n/a | $16,477 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 10 | n/a | $298 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1 | n/a | $30 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 8.43M shares, $231.02M 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 ·
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