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Security record · archived quarter

FFOG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
16Tracked holders
+1Δ holders
2.49MShares held
$127.94MReported value
+4New positions
−3Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.7% · share flow +30.0% · net new positions +6.2%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 822.14K +13.2% $42.36M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 423.65K New $21.83M 0.0% New 1 SEC ↗
3 Bank Of America Corp /De/ 423.65K New $21.83M 0.0% New 1 SEC ↗
4 Cetera Investment Advisers 344.55K +9.2% $17.75M 0.0% ▲ Add 3 SEC ↗
5 Ameriprise Financial Inc 283.96K +21.0% $14.66M 0.0% ▲ Add 3 SEC ↗
6 Osaic Holdings, Inc. 185.54K +49.7% $9.56M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 174.65K +25.1% $9.00M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 174.65K +25.1% $9.00M 0.0% ▲ Add 3 SEC ↗
9 Jones Financial Companies Lllp 168.73K +40.2% $8.25M 0.0% ▲ Add 3 SEC ↗
10 Commonwealth Equity Services, Llc 26.97K -4.5% $1.39M 0.0% ▼ Trim 3 SEC ↗
11 Citadel Advisors 26.92K +119.7% $1.39M 0.0% ▲ Add 2 SEC ↗
12 Stifel Financial Corp 20.26K -21.0% $1.04M 0.0% ▼ Trim 3 SEC ↗
13 Jane Street Group, Llc 6.20K -76.8% $319,579 0.0% ▼ Trim 2 SEC ↗
14 Envestnet Asset Management Inc 5.96K -41.4% $307,008 0.0% ▼ Trim 3 SEC ↗
15 Fifth Third Bancorp 1.58K New $81,556 0.0% New 1 SEC ↗
16 Assetmark, Inc 100 0.0% $5,152 0.0% Held 2 SEC ↗
17 Northwestern Mutual Wealth… 63 New $3,246 0.0% New 1 SEC ↗
18 TD Waterhouse Canada Inc. 2 New $103 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

Bank Of America Corp /De/ $21.83M 0.0%
Bank Of America Corp /De/ $21.83M 0.0%
Fifth Third Bancorp $81,556 0.0%
Northwestern Mutual Wealth… $3,246 0.0%
TD Waterhouse Canada Inc. $103 0.0%

Exited

Hrt Financial Lp $251,000 was 0.0%
Royal Bank Of Canada $17,000 was 0.0%
UBS Group AG $10,681 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.

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: Q2 2026 · Methodology · Get this via the API