FEMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow +29.2% ·
net new positions +13.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 5.02M | $146.73M | +1 | −4 |
| Q1 2026 | 23 | +3 | 5.30M | $152.31M | +5 | −2 |
| Q4 2025 | 20 | 0 | 4.10M | $122.28M | — | — |
| Q3 2025 | 1 | -1 | 1.36M | $39.88M | — | −1 |
| Q2 2025 | 1 | 0 | 34.93K | $1.01M | — | — |
| Q1 2025 | 1 | +1 | 7.51K | $202,051 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.67M | +10.9% | $48.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.67M | +10.9% | $48.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 1.42M | +20.2% | $40.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 333.41K | -0.2% | $9.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 333.41K | -0.2% | $9.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 329.24K | +101.3% | $9.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 329.24K | +101.3% | $9.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | First Trust Advisors Lp | 319.67K | +24.8% | $9.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 251.41K | +147.7% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 251.41K | +147.7% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 218.12K | New | $6.27M | 0.0% | New | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 210.43K | +54.4% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 191.97K | +7.3% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 191.97K | +7.3% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 109.53K | +20.1% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 92.52K | +335.0% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 92.52K | +335.0% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 29.24K | -16.9% | $840,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 28.99K | +13.7% | $832,997 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 28.91K | +9.7% | $830,899 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 21.96K | New | $631,177 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 11.09K | New | $318,789 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 9.93K | -23.8% | $285,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 7.59K | -14.1% | $219,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 7.61K | New | $218,746 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 3.35K | +334400.0% | $96,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 3.35K | +334400.0% | $96,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 2.55K | 0.0% | $73,394 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 305 | -44.8% | $8,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 12 | New | $341 | 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
| Jane Street Group, Llc | $6.27M | 0.0% |
| Citadel Advisors | $631,177 | 0.0% |
| Fifth Third Bancorp | $318,789 | 0.0% |
| UBS AM, a distinct business… | $218,746 | 0.0% |
| JPMorgan Chase | $341 | 0.0% |
Exited
| Us Bancorp \De\ | $576,987 | was 0.0% |
| Bank Of America Corp /De/ | $298 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.