FGDL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +7.3% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 941.46K | $50.25M | +1 | — |
| Q1 2026 | 22 | +2 | 890.35K | $55.26M | +4 | −2 |
| Q4 2025 | 20 | 0 | 1.59M | $91.49M | — | — |
| Q3 2025 | 5 | +1 | 225.66K | $11.66M | +1 | — |
| Q2 2025 | 2 | +1 | 41.74K | $1.84M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 260.40K | +3.5% | $13.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 203.22K | +15.7% | $10.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 194.44K | -10.9% | $10.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 102.67K | +90.6% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 44.76K | +1.6% | $2.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 44.76K | +1.6% | $2.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 29.94K | +4.3% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 29.94K | +4.3% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 29.43K | +10.7% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 15.10K | -22.0% | $805,994 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 13.09K | +11.2% | $698,453 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Franklin Resources Inc | 12.59K | 0.0% | $671,928 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 8.59K | -49.3% | $458,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.59K | -49.3% | $458,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 8.14K | +78.9% | $434,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 8.14K | +78.9% | $434,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 8.14K | +78.9% | $434,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 6.55K | +78.1% | $349,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 5.49K | +24.1% | $293,001 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.59K | -3.8% | $138,376 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | UBS Group AG | 2.39K | +78.1% | $127,554 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.53K | +188.7% | $81,656 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fifth Third Bancorp | 228 | 0.0% | $12,168 | 0.0% | Held | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 166 | +23.0% | $8,859 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 93 | 0.0% | $4,963 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 36 | -55.0% | $1,921 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 12 | New | $649 | 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
| Jones Financial Companies Lllp | $649 | 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.