Security record · archived quarter
FGSM
name pending profile ingest
4Tracked holders
-1Δ holders
1.46MShares held
$43.91MReported value
+0New positions
−1Exits
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 | JPMorgan Chase ✦ | 931.46K | -52.2% | $28.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 527.21K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Assetmark, Inc | 255 | — | $7,674 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 88 | — | $2,648 | 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
| No new tracked buyers this quarter. |
Exited
| Morgan Stanley | $95,850 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 946.43K shares, $29.49M 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 ·
Get this via the API