Security record · archived quarter
FIDU
name pending profile ingest
40Tracked holders
+1Δ holders
4.45MShares held
$365.94MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow 0.0% ·
net new positions +2.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.20K | $285,833 | n/a | n/a |
| Q2 2026 | 39 | -3 | 4.70M | $468.44M | +3 | −7 |
| Q1 2026 | 44 | +4 | 4.60M | $397.76M | +6 | −2 |
| Q4 2025 | 40 | +1 | 4.45M | $365.94M | +1 | n/a |
| Q3 2025 | 4 | +1 | 290.01K | $23.76M | +1 | n/a |
| Q2 2025 | 1 | -1 | 66.06K | $5.12M | n/a | −1 |
| Q1 2025 | 1 | +1 | 17.84K | $1.22M | +1 | n/a |
| Q3 2024 | 1 | +1 | 28.63K | $2.07M | +1 | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.74M | n/a | $142.47M | 0.6% | n/c | 1 | SEC ↗ ×4 |
| 2 | Northwestern Mutual Wealth… | 837.05K | n/a | $69.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 396.65K | n/a | $32.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 220.28K | n/a | $18.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 209.07K | -1.4% | $17.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Mercer Global Advisors Inc /Adv | 138.54K | n/a | $11.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 131.13K | n/a | $10.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 125.31K | n/a | $10.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 96.93K | n/a | $8.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 96.87K | n/a | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 73.24K | +2.7% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 71.07K | n/a | $5.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 63.80K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Cetera Investment Advisers | 46.42K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 40.11K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 28.70K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 18.37K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 15.43K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 15.28K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 14.18K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 12.83K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 10.66K | n/a | $878,927 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 9.68K | n/a | $798,266 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 8.75K | n/a | $722,037 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 5.02K | 0.0% | $413,720 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Creative Planning | 4.67K | n/a | $385,540 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 4.38K | n/a | $361,173 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 3.57K | n/a | $294,371 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Wealth Enhancement Advisory… | 3.16K | n/a | $273,796 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 2.51K | n/a | $207,193 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 1.18K | n/a | $97,193 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Deutsche Bank Ag\ | 995 | n/a | $82,068 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 752 | -56.9% | $62,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 578 | n/a | $48,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 503 | n/a | $41,487 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | BlackRock ✦ (passive) | 500 | New | $41,240 | 0.0% | New | 1 | SEC ↗ |
| 37 | Simplex Trading, Llc | 315 | n/a | $25,981 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 250 | n/a | $20,620 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 215 | n/a | $17,733 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 44 | n/a | $3,610 | 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
| BlackRock | $41,240 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 219 holders, 8.65M shares, $734.40M 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 ·
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