FEP
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | First Trust Advisors Lp | 707.82K | n/a | $38.05M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 508.29K | n/a | $27.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 294.71K | n/a | $15.84M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 273.73K | n/a | $15.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 199.66K | n/a | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 196.43K | n/a | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 163.27K | n/a | $8.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Assetmark, Inc | 115.36K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 110.85K | n/a | $5.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 97.59K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 82.22K | n/a | $4.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 59.60K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 50.12K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 38.95K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 26.93K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Royal Bank Of Canada | 17.20K | n/a | $924,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Jane Street Group, Llc | 15.77K | n/a | $847,549 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 15.31K | n/a | $822,875 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 9.51K | n/a | $511,152 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 6.20K | n/a | $333,457 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 5.70K | n/a | $306,397 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 5.41K | n/a | $290,974 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 5.02K | n/a | $269,687 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 4.25K | n/a | $228,250 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 3.87K | -94.1% | $208,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 2.06K | n/a | $111,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.80K | -45.6% | $96,823 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 1.00K | n/a | $53,755 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 429 | 0.0% | $23,061 | 0.0% | Held | 3 | 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): 127 holders, 6.18M shares, $324.10M 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.