Security record · archived quarter
FGD
name pending profile ingest
35Tracked holders
+1Δ holders
14.23MShares held
$430.68MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow +0.2% ·
net new positions +2.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.22K | $858,157 | n/a | n/a |
| Q2 2026 | 34 | -4 | 19.72M | $631.01M | +1 | −6 |
| Q1 2026 | 40 | +4 | 17.79M | $567.85M | +4 | n/a |
| Q4 2025 | 35 | +1 | 14.23M | $430.68M | +1 | n/a |
| Q3 2025 | 3 | +1 | 1.13M | $32.45M | +1 | n/a |
| Q2 2025 | 1 | -1 | 2.54K | $70,038 | n/a | −1 |
| Q1 2025 | 1 | 0 | 75.39K | $1.82M | n/a | n/a |
| Q4 2024 | 1 | +1 | 11.46K | $254,982 | +1 | n/a |
| Q2 2024 | 1 | n/a | 14.66K | $327,419 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.34M | n/a | $100.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.67M | n/a | $80.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.44M | n/a | $43.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.31M | n/a | $39.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.11M | +0.4% | $33.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 798.49K | n/a | $24.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 681.47K | n/a | $20.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 436.63K | n/a | $13.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 405.52K | n/a | $12.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 355.49K | n/a | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 298.57K | n/a | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 289.84K | n/a | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 206.17K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 158.93K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 112.60K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 99.88K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 95.05K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Baird Financial Group, Inc. | 77.25K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 59.95K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 52.17K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 43.75K | +199.5% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 39.92K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Sei Investments Co | 34.78K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 26.93K | n/a | $815,032 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 22.31K | n/a | $675,436 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 21.85K | n/a | $672,968 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 21.83K | n/a | $660,794 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 16.64K | n/a | $503,780 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 7.30K | +7.3% | $221,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cwm, Llc | 3.28K | n/a | $99,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 700 | n/a | $21,189 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 208 | n/a | $6,298 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 200 | n/a | $6,054 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 196 | New | $5,933 | 0.0% | New | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 4 | n/a | $121 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $5,933 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 189 holders, 25.09M shares, $779.63M 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: Q4 2025 ·
Methodology ·
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