FFOG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +25.4% ·
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +1 | 2.49M | $127.94M | +4 | −3 |
| Q1 2026 | 16 | +4 | 1.77M | $72.81M | +6 | −2 |
| Q4 2025 | 12 | -1 | 1.41M | $66.16M | — | −1 |
| Q3 2025 | 1 | 0 | 30.50K | $1.45M | — | — |
| Q2 2025 | 1 | 0 | 28.86K | $1.27M | — | — |
| Q1 2025 | 1 | 0 | 10.54K | $368,378 | — | — |
| Q4 2024 | 1 | 0 | 11.94K | $477,291 | — | — |
| Q3 2024 | 1 | +1 | 18.59K | $693,441 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 726.58K | +32.8% | $29.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 315.50K | +14.6% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 234.71K | +11.7% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 139.61K | +35.3% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 139.61K | +35.3% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 123.96K | +10.2% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 120.34K | +59.8% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 28.23K | +4.2% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 26.71K | New | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 25.63K | -9.6% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 12.26K | New | $503,435 | 0.0% | New | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 10.16K | +73.1% | $417,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Hrt Financial Lp | 6.12K | New | $251,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 1.63K | +1195.2% | $67,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 421 | New | $17,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 260 | New | $10,681 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 100 | New | $4,108 | 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
| Jane Street Group, Llc | $1.10M | 0.0% |
| Citadel Advisors | $503,435 | 0.0% |
| Hrt Financial Lp | $251,000 | 0.0% |
| Royal Bank Of Canada | $17,000 | 0.0% |
| UBS Group AG | $10,681 | 0.0% |
| Assetmark, Inc | $4,108 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $1.16M | was 0.0% |
| Bank Of America Corp /De/ | $202,320 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 47 holders, 2.05M shares, $83.81M 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.