FICS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -3.9% ·
net new positions +10.0%
— 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 | LPL Financial LLC | 1.09M | -12.3% | $42.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 411.68K | +1.3% | $16.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 374.24K | +1.0% | $14.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 112.08K | -10.2% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 72.28K | +31.1% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 56.84K | +19.2% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 44.85K | +3.8% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 44.69K | -5.3% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 44.33K | New | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 35.51K | -55.0% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 32.85K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 21.87K | -34.5% | $853,624 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 15.75K | +11.3% | $614,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 12.83K | New | $500,842 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 3.74K | -29.1% | $142,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.68K | 0.0% | $104,470 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 1.85K | 0.0% | $72,254 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 1.19K | 0.0% | $46,491 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 143 | 0.0% | $5,582 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | — | $41 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $1.73M | 0.0% |
| Citadel Advisors | $1.28M | 0.0% |
| Fifth Third Bancorp | $500,842 | 0.0% |
Exited
| UBS Group AG | $19,935 | 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.