FICS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -1.6% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.24M | — | $49.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 406.39K | — | $16.30M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cwm, Llc | 370.62K | — | $14.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 124.81K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 78.96K | — | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 55.14K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 47.67K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 47.20K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 43.20K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 33.40K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 14.15K | — | $567,568 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 5.28K | -51.2% | $211,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.68K | -6.3% | $107,360 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 1.85K | — | $74,245 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 1.19K | — | $47,772 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 497 | — | $19,935 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 143 | 0.0% | $5,736 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | — | $11 | 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
| Citadel Advisors | $1.28M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 4.06M shares, $149.54M 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.