Security record · archived quarter
FGDL
name pending profile ingest
20Tracked holders
0Δ holders
1.59MShares held
$91.49MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 710.23K | n/a | $40.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 259.33K | n/a | $14.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 222.99K | n/a | $12.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 107.50K | -48.2% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 61.36K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 61.16K | n/a | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 43.14K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 34.38K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 28.03K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 16.20K | +4.2% | $933,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 15.85K | n/a | $913,018 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Assetmark, Inc | 11.26K | n/a | $648,461 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 7.60K | n/a | $437,921 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 4.89K | n/a | $282,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 2.60K | +16.2% | $149,541 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 500 | +1566.7% | $28,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 484 | n/a | $27,878 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 422 | -7.9% | $24,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 252 | n/a | $14,515 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 180 | n/a | $10,368 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 1.47M shares, $84.29M 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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