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Security record

FENY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
47Tracked holders
-3Δ holders
13.77MShares held
$407.05MReported value
+4New positions
−7Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.0% · share flow -8.2% · net new positions -6.4%formula
Broad distribution — falling shares and fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Charles Schwab Investment… 2.48M +3.2% $73.30M 0.0% ▲ Add 2 SEC ↗
2 Lido Advisors, LLC 1.70M -3.3% $50.21M 0.2% ▼ Trim 3 SEC ↗
3 Lido Advisors, LLC 1.70M -3.3% $50.21M 0.2% ▼ Trim 3 SEC ↗
4 Lido Advisors, LLC 1.70M -3.3% $50.21M 0.2% ▼ Trim 3 SEC ↗
5 Lido Advisors, LLC 1.70M -3.3% $50.21M 0.2% ▼ Trim 3 SEC ↗
6 Envestnet Asset Management Inc 1.52M +77.2% $44.84M 0.0% ▲ Add 3 SEC ↗
7 Commonwealth Equity Services, Llc 1.16M -9.3% $34.22M 0.0% ▼ Trim 3 SEC ↗
8 LPL Financial LLC 992.81K +6.9% $29.35M 0.0% ▲ Add 3 SEC ↗
9 HighTower Advisors, LLC 974.23K -6.3% $28.80M 0.0% ▼ Trim 3 SEC ↗
10 Northwestern Mutual Wealth… 932.86K +4.3% $27.58M 0.0% ▲ Add 3 SEC ↗
11 Cetera Investment Advisers 604.34K +41.1% $17.86M 0.0% ▲ Add 3 SEC ↗
12 Marshall Wace 452.23K -44.1% $13.37M 0.0% ▼ Trim 2 SEC ↗
13 Marshall Wace 452.23K -44.1% $13.37M 0.0% ▼ Trim 2 SEC ↗
14 Two Sigma Investments 293.30K New $8.67M 0.0% New 1 SEC ↗
15 Morgan Stanley 273.32K +11.5% $8.08M 0.0% ▲ Add 4 SEC ↗
16 Morgan Stanley 273.32K +11.5% $8.08M 0.0% ▲ Add 4 SEC ↗
17 Morgan Stanley 273.32K +11.5% $8.08M 0.0% ▲ Add 4 SEC ↗
18 Morgan Stanley 273.32K +11.5% $8.08M 0.0% ▲ Add 4 SEC ↗
19 Wells Fargo & Company/Mn 243.60K -43.3% $7.20M 0.0% ▼ Trim 3 SEC ↗
20 Wells Fargo & Company/Mn 243.60K -43.3% $7.20M 0.0% ▼ Trim 3 SEC ↗
21 Osaic Holdings, Inc. 234.40K +11.1% $6.93M 0.0% ▲ Add 3 SEC ↗
22 Osaic Holdings, Inc. 234.40K +11.1% $6.93M 0.0% ▲ Add 3 SEC ↗
23 Osaic Holdings, Inc. 234.40K +11.1% $6.93M 0.0% ▲ Add 3 SEC ↗
24 Osaic Holdings, Inc. 234.40K +11.1% $6.93M 0.0% ▲ Add 3 SEC ↗
25 Bank of New York Mellon Corp 234.25K +53.3% $6.92M 0.0% ▲ Add 3 SEC ↗
26 Bank of New York Mellon Corp 234.25K +53.3% $6.92M 0.0% ▲ Add 3 SEC ↗
27 Bank of New York Mellon Corp 234.25K +53.3% $6.92M 0.0% ▲ Add 3 SEC ↗
28 Ameriprise Financial Inc 198.32K +0.7% $5.86M 0.0% ▲ Add 3 SEC ↗
29 Bank Of America Corp /De/ 188.22K -21.1% $5.56M 0.0% ▼ Trim 3 SEC ↗
30 Bank Of America Corp /De/ 188.22K -21.1% $5.56M 0.0% ▼ Trim 3 SEC ↗
31 Stifel Financial Corp 115.95K -1.2% $3.43M 0.0% ▼ Trim 3 SEC ↗
32 Stifel Financial Corp 115.95K -1.2% $3.43M 0.0% ▼ Trim 3 SEC ↗
33 Fidelity (FMR) 115.71K +8.4% $3.42M 0.0% ▲ Add 5 SEC ↗
34 Mercer Global Advisors Inc /Adv 107.71K +9.2% $3.18M 0.0% ▲ Add 3 SEC ↗
35 UBS Group AG 99.97K +22.7% $2.96M 0.0% ▲ Add 3 SEC ↗
36 D. E. Shaw & Co. 99.03K New $2.93M 0.0% New 1 SEC ↗
37 Qube Research & Technologies Ltd 78.28K New $2.31M 0.0% New 1 SEC ↗
38 Mariner, LLC 68.04K +7.9% $2.01M 0.0% ▲ Add 3 SEC ↗
39 JPMorgan Chase 67.19K -84.6% $2.00M 0.0% ▼ Trim 4 SEC ↗
40 JPMorgan Chase 67.19K -84.6% $2.00M 0.0% ▼ Trim 4 SEC ↗
41 JPMorgan Chase 67.19K -84.6% $2.00M 0.0% ▼ Trim 4 SEC ↗
42 JPMorgan Chase 67.19K -84.6% $2.00M 0.0% ▼ Trim 4 SEC ↗
43 JPMorgan Chase 67.19K -84.6% $2.00M 0.0% ▼ Trim 4 SEC ↗
44 Raymond James Financial Inc 65.92K -4.4% $1.95M 0.0% ▼ Trim 3 SEC ↗
45 Raymond James Financial Inc 65.92K -4.4% $1.95M 0.0% ▼ Trim 3 SEC ↗
46 Citigroup Inc 59.37K +79.6% $1.75M 0.0% ▲ Add 3 SEC ↗
47 Northern Trust Corp 58.26K +3.6% $1.72M 0.0% ▲ Add 3 SEC ↗
48 Royal Bank Of Canada 57.89K -22.7% $1.71M 0.0% ▼ Trim 3 SEC ↗
49 Royal Bank Of Canada 57.89K -22.7% $1.71M 0.0% ▼ Trim 3 SEC ↗
50 Susquehanna International Group, Llp 46.17K +150.8% $1.36M 0.0% ▲ Add 3 SEC ↗
51 Susquehanna International Group, Llp 46.17K +150.8% $1.36M 0.0% ▲ Add 3 SEC ↗
52 Citadel Advisors 40.48K +16.2% $1.20M 0.0% ▲ Add 9 SEC ↗
53 Jones Financial Companies Lllp 34.83K +23.4% $1.04M 0.0% ▲ Add 3 SEC ↗
54 Creative Planning 30.14K -0.8% $890,844 0.0% ▼ Trim 3 SEC ↗
55 Truist Financial Corp 28.04K +122.4% $828,854 0.0% ▲ Add 3 SEC ↗
56 Truist Financial Corp 28.04K +122.4% $828,854 0.0% ▲ Add 3 SEC ↗
57 Wealth Enhancement Advisory… 23.14K +3.1% $708,193 0.0% ▲ Add 3 SEC ↗
58 Pnc Financial Services Group, Inc. 18.33K +1309.8% $541,776 0.0% ▲ Add 3 SEC ↗
59 Pnc Financial Services Group, Inc. 18.33K +1309.8% $541,776 0.0% ▲ Add 3 SEC ↗
60 Hrt Financial Lp 16.16K New $477,000 0.0% New 1 SEC ↗
61 AQR Capital Management 15.67K +34.9% $463,284 0.0% ▲ Add 2 SEC ↗
62 Captrust Financial Advisors 15.45K +127.7% $456,768 0.0% ▲ Add 2 SEC ↗
63 Quantinno Capital Management LP 13.84K +44.0% $408,989 0.0% ▲ Add 2 SEC ↗
64 Simplex Trading, Llc 10.38K +552.2% $306,714 0.0% ▲ Add 2 SEC ↗
65 UBS AM, a distinct business unit of… 2.94K 0.0% $86,788 0.0% Held 2 SEC ↗
66 Fifth Third Bancorp 1.69K -34.5% $49,897 0.0% ▼ Trim 3 SEC ↗
67 BlackRock (passive) 1.61K 0.0% $47,477 0.0% Held 2 SEC ↗
68 Rockefeller Capital Management L.P. 1.00K 0.0% $29,688 0.0% Held 3 SEC ↗
69 Russell Investments Group, Ltd. 361 +240.6% $10,671 0.0% ▲ Add 2 SEC ↗
70 Assetmark, Inc 174 +248.0% $5,143 0.0% ▲ Add 3 SEC ↗
71 Bnp Paribas Financial Markets 95 -100.0% $2,808 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Two Sigma Investments $8.67M 0.0%
D. E. Shaw & Co. $2.93M 0.0%
Qube Research & Technologies… $2.31M 0.0%
Hrt Financial Lp $477,000 0.0%

Exited

Tudor Investment Corp Et Al $6.78M was 0.0%
Renaissance Technologies $1.24M was 0.0%
Goldman Sachs Group $1.02M was 0.0%
Jane Street Group, Llc $974,979 was 0.0%
Balyasny Asset Management L.P. $586,267 was 0.0%
TD Waterhouse Canada Inc. $6,558 was 0.0%
Bank Of Montreal /Can/ $1,463 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.

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