FENY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow -5.4% ·
net new positions -2.4%
— formula
Broad distribution — falling shares and fewer 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 | 47 | -3 | 13.77M | $407.05M | +4 | −7 |
| Q1 2026 | 51 | +9 | 15.01M | $510.97M | +13 | −4 |
| Q4 2025 | 42 | -1 | 8.95M | $221.63M | +1 | −2 |
| Q3 2025 | 6 | +2 | 999.36K | $24.70M | +2 | — |
| Q2 2025 | 2 | -1 | 140.36K | $3.29M | — | −1 |
| Q1 2025 | 2 | 0 | 152.38K | $3.89M | — | — |
| Q4 2024 | 2 | 0 | 110.18K | $2.63M | — | — |
| Q3 2024 | 2 | +1 | 128.55K | $3.10M | +1 | — |
| Q2 2024 | 1 | — | 98.42K | $2.47M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.72M | — | $42.45M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.72M | — | $42.45M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.72M | — | $42.45M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.72M | — | $42.45M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 1.29M | — | $31.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 826.01K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 715.01K | — | $17.71M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 620.57K | — | $15.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 539.43K | — | $13.36M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 455.87K | — | $11.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 455.87K | — | $11.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bnp Paribas Financial Markets | 351.00K | — | $8.69M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 330.99K | — | $8.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 260.41K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 260.41K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 260.41K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 260.41K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 239.94K | +6.7% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 239.94K | +6.7% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 239.94K | +6.7% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 239.94K | +6.7% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 239.94K | +6.7% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 239.94K | +6.7% | $5.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 206.36K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 206.36K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 206.36K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 196.11K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 156.79K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 156.79K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 156.79K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 110.70K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 110.70K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 101.39K | -47.6% | $2.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 92.27K | +6.1% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 89.67K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 89.67K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 70.57K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 70.57K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 66.04K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 66.04K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mariner, LLC | 63.18K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Tudor Investment Corp Et Al | 62.49K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 61.23K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 59.65K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 51.56K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 51.56K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 38.83K | -74.1% | $961,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 38.83K | -74.1% | $961,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 38.83K | -74.1% | $961,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 38.83K | -74.1% | $961,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Citigroup Inc | 31.04K | — | $768,897 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Hrt Financial Lp | 27.66K | — | $685,000 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 26.18K | — | $661,411 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Creative Planning | 24.84K | — | $615,251 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 18.34K | — | $454,350 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Cwm, Llc | 14.42K | — | $357,000 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Point72 Asset Management ✦ | 11.81K | New | $292,435 | 0.0% | New | 1 | SEC ↗ |
| 58 | Jane Street Group, Llc | 11.18K | — | $276,805 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Truist Financial Corp | 10.64K | — | $263,630 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 1.30K | — | $32,201 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 1.00K | — | $24,877 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Fifth Third Bancorp | 1.00K | — | $24,770 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Deutsche Bank Ag\ | 997 | — | $24,696 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Group One Trading Llc | 200 | — | $4,954 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 70 | — | $1,734 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Assetmark, Inc | 50 | — | $1,239 | 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
| Point72 Asset Management | $292,435 | 0.0% |
Exited
| D. E. Shaw & Co. | $4.50M | was 0.0% |
| Renaissance Technologies | $3.99M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 258 holders, 22.38M shares, $751.75M 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.