FGDL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -30.0% ·
net new positions +9.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 251.65K | -64.6% | $15.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 218.26K | -2.1% | $13.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 175.70K | -32.2% | $10.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 53.88K | -11.9% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 44.07K | -59.0% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 28.70K | +2.4% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 26.59K | -56.7% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 19.36K | +19.5% | $1.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Raymond James Financial Inc | 16.94K | +6.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 13.08K | -69.7% | $812,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Franklin Resources Inc | 12.59K | New | $782,720 | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 11.76K | -65.8% | $731,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 4.55K | -6.9% | $282,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 4.42K | -60.7% | $274,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 3.68K | New | $228,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 2.70K | +3.9% | $167,597 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | UBS Group AG | 1.34K | New | $83,432 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 530 | +6.0% | $32,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 228 | New | $14,175 | 0.0% | New | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 135 | -68.0% | $8,393 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 93 | -63.1% | $5,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 80 | -55.6% | $4,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Franklin Resources Inc | $782,720 | 0.0% |
| Hrt Financial Lp | $228,000 | 0.0% |
| UBS Group AG | $83,432 | 0.0% |
| Fifth Third Bancorp | $14,175 | 0.0% |
Exited
| Bank of New York Mellon Corp | $437,921 | was 0.0% |
| Bank Of America Corp /De/ | $27,878 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.