FIDI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +23.5% ·
share flow +30.0% ·
net new positions +19.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 2.12M | $58.16M | — | −1 |
| Q1 2026 | 21 | +4 | 1.90M | $52.33M | +4 | — |
| Q4 2025 | 17 | 0 | 1.15M | $29.84M | — | — |
| Q3 2025 | 4 | +1 | 184.47K | $4.51M | +1 | — |
| Q2 2025 | 1 | — | 3.54K | $82,324 | — | — |
| Q2 2024 | 1 | — | 14.14K | $287,148 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 702.74K | +25.9% | $19.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 229.75K | New | $6.34M | 0.0% | New | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 172.74K | +14.4% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 117.42K | +104.5% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 114.28K | +120.0% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 114.28K | +120.0% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 89.33K | +161.3% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 84.20K | New | $2.32M | 0.0% | New | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 69.84K | +54.1% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 60.47K | -52.5% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 57.36K | New | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 44.08K | +85.6% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 44.08K | +85.6% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 44.08K | +85.6% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 42.82K | +47.4% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 32.90K | +62.9% | $908,315 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 21.80K | +142.2% | $604,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 21.80K | +142.2% | $604,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 19.92K | -4.5% | $549,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 19.84K | +4.3% | $547,798 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 12.08K | New | $333,358 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.88K | 0.0% | $79,559 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.88K | 0.0% | $79,559 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.56K | +1.0% | $43,207 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 233 | +23200.0% | $6,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 0 | — | $8 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $6.34M | 0.0% |
| Susquehanna International… | $2.32M | 0.0% |
| Wealth Enhancement Advisory… | $1.60M | 0.0% |
| Northwestern Mutual Wealth… | $333,358 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 3.09M shares, $84.36M 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.