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Security record · archived quarter

FEOE

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
24Tracked holders
+5Δ holders
7.80MShares held
$393.03MReported value
+6New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +26.3% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 17.19K $929,057 n/a n/a
Q2 2026 23 +1 12.73M $679.57M +2 −2
Q1 2026 24 +5 7.80M $393.03M +6 −1
Q4 2025 19 -1 3.23M $156.14M n/a −1
Q3 2025 1 +1 74.74K $3.45M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 1.16M +61.4% $58.39M 0.0% ▲ Add 2 SEC ↗ ×2
2 LPL Financial LLC 1.12M +60.5% $56.75M 0.0% ▲ Add 2 SEC ↗
3 Stifel Financial Corp 993.56K +56.4% $50.14M 0.0% ▲ Add 2 SEC ↗
4 Royal Bank Of Canada 969.59K +66.1% $48.93M 0.0% ▲ Add 2 SEC ↗
5 Northwestern Mutual Wealth… 846.67K +854.8% $42.72M 0.0% ▲ Add 2 SEC ↗
6 Bank Of America Corp /De/ 586.51K +1520.4% $29.60M 0.0% ▲ Add 2 SEC ↗ ×2
7 Cetera Investment Advisers 375.46K +3427.8% $18.95M 0.0% ▲ Add 2 SEC ↗
8 Commonwealth Equity Services, Llc 255.80K +367.1% $12.91M 0.0% ▲ Add 2 SEC ↗
9 HighTower Advisors, LLC 253.94K +531.1% $12.81M 0.0% ▲ Add 2 SEC ↗
10 Envestnet Asset Management Inc 243.46K +871.0% $12.28M 0.0% ▲ Add 2 SEC ↗
11 Jane Street Group, Llc 179.17K +37.8% $9.04M 0.0% ▲ Add 2 SEC ↗
12 Jones Financial Companies Lllp 178.53K +379.8% $8.76M 0.0% ▲ Add 2 SEC ↗
13 UBS Group AG 142.77K +21177.0% $7.20M 0.0% ▲ Add 2 SEC ↗
14 Morgan Stanley ✦ 142.32K New $7.18M 0.0% New 1 SEC ↗
15 JPMorgan Chase ✦ 116.34K New $5.73M 0.0% New 1 SEC ↗
16 Osaic Holdings, Inc. 86.33K +22.8% $4.36M 0.0% ▲ Add 2 SEC ↗
17 Cwm, Llc 40.46K +461.9% $2.04M 0.0% ▲ Add 2 SEC ↗
18 Mariner, LLC 21.47K New $1.08M 0.0% New 1 SEC ↗
19 Truist Financial Corp 19.16K +59.5% $966,763 0.0% ▲ Add 2 SEC ↗
20 Hrt Financial Lp 18.25K New $920,000 0.0% New 1 SEC ↗
21 Rockefeller Capital Management L.P. 17.00K +48480.0% $857,971 0.0% ▲ Add 2 SEC ↗ ×3
22 Wealth Enhancement Advisory… 16.54K -66.4% $838,681 0.0% ▼ Trim 2 SEC ↗
23 Mml Investors Services, Llc 10.79K New $544,211 0.0% New 1 SEC ↗
24 Fifth Third Bancorp 549 New $27,703 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

Morgan Stanley $7.18M 0.0%
JPMorgan Chase $5.73M 0.0%
Mariner, LLC $1.08M 0.0%
Hrt Financial Lp $920,000 0.0%
Mml Investors Services, Llc $544,211 0.0%
Fifth Third Bancorp $27,703 0.0%

Exited

First Eagle Investment… $1.34M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 14.68M shares, $693.10M 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: Q1 2026 · Methodology · Get this via the API