FGM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +3.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer 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 | 10 | -2 | 1.08M | $68.81M | +1 | −3 |
| Q1 2026 | 12 | +3 | 1.05M | $63.16M | +3 | — |
| Q4 2025 | 9 | +1 | 713.92K | $44.52M | +2 | −1 |
| Q3 2025 | 2 | 0 | 15.95K | $938,013 | — | — |
| Q2 2025 | 1 | +1 | 12.42K | $700,217 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 1.04M | +12.4% | $66.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 16.23K | +6.8% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 16.23K | +6.8% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 11.45K | -79.4% | $726,597 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 5.81K | +0.9% | $368,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.51K | 0.0% | $349,549 | 0.0% | Held | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.51K | 0.0% | $349,549 | 0.0% | Held | 4 | SEC ↗ |
| 8 | Cetera Investment Advisers | 3.89K | -16.5% | $247,093 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 1.06K | +837.2% | $67,214 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 123 | -0.8% | $7,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Assetmark, Inc | 26 | 0.0% | $1,650 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 14 | New | $889 | 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
| Wells Fargo & Company/Mn | $889 | 0.0% |
Exited
| Jane Street Group, Llc | $1.78M | was 0.0% |
| Susquehanna International… | $627,727 | was 0.0% |
| JPMorgan Chase | $12,217 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 1.48M shares, $88.40M 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.