FIDI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +12.0% ·
net new positions -5.0%
— 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 | 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 | 925.07K | +31.6% | $25.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 217.67K | +26.0% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 161.03K | +265.3% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 161.03K | +265.3% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 161.03K | +265.3% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 136.89K | +19.8% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 136.89K | +19.8% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 133.96K | +14.1% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 92.41K | +32.3% | $2.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 90.70K | +50.0% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 90.70K | +50.0% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 85.06K | -4.8% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 70.42K | +22.8% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 62.69K | +46.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 37.52K | -83.7% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 30.93K | -6.0% | $846,636 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 23.36K | +17.3% | $639,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 21.80K | 0.0% | $609,691 | 0.0% | Held | 3 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 21.80K | 0.0% | $609,691 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 21.49K | +8.3% | $588,125 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 7.42K | -38.6% | $203,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.88K | 0.0% | $78,906 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.88K | 0.0% | $78,906 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.59K | +1.5% | $43,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Assetmark, Inc | 106 | -54.5% | $2,901 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 2 | — | $42 | 0.0% | ▲ Add | 3 | 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
| Susquehanna International… | $2.32M | was 0.0% |
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.