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Security record · archived quarter

FEUZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
18Tracked holders
+3Δ holders
1.25MShares held
$77.97MReported value
+5New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.0% · share flow +30.0% · net new positions +16.7% · 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
Q2 2026 18 +1 1.28M $84.87M +1 −1
Q1 2026 18 +3 1.25M $77.97M +5 −2
Q4 2025 15 -2 861.39K $52.89M n/a −2
Q3 2025 4 0 144.40K $8.49M n/a n/a
Q2 2025 2 +1 36.52K $2.02M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 First Trust Advisors Lp 937.18K +52.4% $58.36M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley ✦ 106.41K -16.6% $6.63M 0.0% ▼ Trim 3 SEC ↗ ×2
3 Citadel Advisors ✦ 58.26K New $3.63M 0.0% New 1 SEC ↗
4 Susquehanna International Group, Llp 53.10K +166.7% $3.31M 0.0% ▲ Add 2 SEC ↗ ×2
5 LPL Financial LLC 28.23K +13.3% $1.76M 0.0% ▲ Add 2 SEC ↗
6 Jane Street Group, Llc 24.31K -7.5% $1.51M 0.0% ▼ Trim 2 SEC ↗
7 Raymond James Financial Inc 17.55K +23.7% $1.09M 0.0% ▲ Add 2 SEC ↗ ×2
8 Osaic Holdings, Inc. 12.17K -0.3% $758,049 0.0% ▼ Trim 2 SEC ↗
9 HighTower Advisors, LLC 4.95K 0.0% $308,174 0.0% Held 2 SEC ↗
10 Lido Advisors, LLC 4.26K 0.0% $265,592 0.0% ▲ Add 2 SEC ↗
11 Hrt Financial Lp 4.02K New $250,000 0.0% New 1 SEC ↗
12 Royal Bank Of Canada 738 New $46,000 0.0% New 1 SEC ↗
13 UBS Group AG 670 +13300.0% $41,721 0.0% ▲ Add 2 SEC ↗ ×2
14 Fifth Third Bancorp 191 New $11,894 0.0% New 1 SEC ↗
15 Fidelity (FMR) ✦ 97 0.0% $6,033 0.0% Held 4 SEC ↗
16 Assetmark, Inc 38 0.0% $2,366 0.0% Held 2 SEC ↗
17 Wells Fargo & Company/Mn 2 +100.0% $112 0.0% ▲ Add 2 SEC ↗
18 JPMorgan Chase ✦ 1 New $60 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

Citadel Advisors $3.63M 0.0%
Hrt Financial Lp $250,000 0.0%
Royal Bank Of Canada $46,000 0.0%
Fifth Third Bancorp $11,894 0.0%
JPMorgan Chase $60 0.0%

Exited

Bank Of America Corp /De/ $702,025 was 0.0%
Rockefeller Capital… $24,437 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 2.09M shares, $129.42M 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