Security record · archived quarter
FEP
name pending profile ingest
35Tracked holders
+5Δ holders
4.61MShares held
$252.08MReported value
+6New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +18.9% ·
net new positions +14.3%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -2 | 4.78M | $272.83M | +2 | −4 |
| Q1 2026 | 35 | +5 | 4.61M | $252.08M | +6 | −1 |
| Q4 2025 | 30 | 0 | 3.88M | $208.94M | — | — |
| Q3 2025 | 4 | +1 | 879.01K | $44.99M | +1 | — |
| Q2 2025 | 1 | — | 405 | $19,359 | — | — |
| Q4 2024 | 1 | +1 | 25.33K | $907,145 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 1.08M | +52.5% | $58.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 893.98K | +3.9% | $48.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 893.98K | +3.9% | $48.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 893.98K | +3.9% | $48.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 540.36K | +6.3% | $29.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 289.46K | -1.8% | $15.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 241.34K | +47.8% | $13.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 241.34K | +47.8% | $13.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 237.85K | +21.1% | $12.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 237.85K | +21.1% | $12.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 204.53K | +2.4% | $11.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 177.00K | +1022.6% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 172.57K | -37.0% | $9.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Assetmark, Inc | 123.13K | +6.7% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 120.81K | +9.0% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 120.81K | +9.0% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 109.34K | +12.0% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 109.34K | +12.0% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 75.13K | -8.6% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 75.13K | -8.6% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 59.72K | +0.2% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 49.25K | -1.7% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 41.43K | +6.4% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 40.49K | +946.2% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 27.53K | +2.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 27.53K | +2.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 27.53K | +2.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 25.42K | New | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 23.50K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 22.54K | New | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 18.47K | +7.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 18.47K | +7.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 18.47K | +7.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 8.62K | -9.4% | $470,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 6.70K | +17.6% | $350,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 5.41K | 0.0% | $295,604 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.32K | +1.8% | $236,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 4.30K | -30.6% | $235,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.64K | New | $144,334 | 0.0% | New | 1 | SEC ↗ |
| 40 | Cwm, Llc | 2.47K | +19.9% | $134,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.78K | -1.1% | $93,424 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.78K | -1.1% | $93,424 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.55K | New | $84,809 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 1.55K | New | $84,809 | 0.0% | New | 1 | SEC ↗ |
| 45 | Citigroup Inc | 1.46K | -70.8% | $79,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 1.00K | 0.0% | $54,610 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 558 | +30.1% | $30,472 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 42 | New | $2,294 | 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
| Hrt Financial Lp | $1.39M | 0.0% |
| Hsbc Holdings Plc | $1.28M | 0.0% |
| Baird Financial Group, Inc. | $1.23M | 0.0% |
| Fifth Third Bancorp | $144,334 | 0.0% |
| Bank Of Montreal /Can/ | $84,809 | 0.0% |
| Bank Of Montreal /Can/ | $84,809 | 0.0% |
| Qube Research & Technologies… | $2,294 | 0.0% |
Exited
| Ameriprise Financial Inc | $822,875 | was 0.0% |
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.
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 ·
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