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Security record · archived quarter

FIGB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024
18Tracked holders
0Δ holders
1.05MShares held
$45.39MReported value
+1New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +27.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 23 +5 1.47M $63.02M +5
Q1 2026 18 0 1.05M $45.39M +1 −1
Q4 2025 18 -1 826.52K $35.90M −1
Q3 2025 4 +1 115.64K $5.03M +1
Q2 2025 1 -1 5.00K $216,114 −1
Q1 2025 1 +1 21.59K $928,198 +1
Q3 2024 1 +1 44.47K $1.96M +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 290.64K +55.7% $12.51M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 290.64K +55.7% $12.51M 0.0% ▲ Add 2 SEC ↗
3 Raymond James Financial Inc 290.64K +55.7% $12.51M 0.0% ▲ Add 2 SEC ↗
4 Osaic Holdings, Inc. 285.19K +43.5% $12.27M 0.0% ▲ Add 2 SEC ↗
5 Osaic Holdings, Inc. 285.19K +43.5% $12.27M 0.0% ▲ Add 2 SEC ↗
6 Commonwealth Equity Services, Llc 71.40K +1.6% $3.07M 0.0% ▲ Add 2 SEC ↗
7 Wealth Enhancement Advisory… 64.82K -45.2% $2.79M 0.0% ▼ Trim 2 SEC ↗
8 Cetera Investment Advisers 56.75K +2.2% $2.44M 0.0% ▲ Add 2 SEC ↗
9 Envestnet Asset Management Inc 50.52K +1.4% $2.17M 0.0% ▲ Add 2 SEC ↗
10 Boston Partners 49.32K +10.7% $2.13M 0.0% ▲ Add 2 SEC ↗
11 Citadel Advisors 45.34K New $1.95M 0.0% New 1 SEC ↗
12 JPMorgan Chase 33.99K +8.6% $1.46M 0.0% ▲ Add 3 SEC ↗
13 Pnc Financial Services Group, Inc. 28.17K +6.4% $1.21M 0.0% ▲ Add 2 SEC ↗
14 Jane Street Group, Llc 21.68K +23.0% $933,236 0.0% ▲ Add 2 SEC ↗
15 Jones Financial Companies Lllp 21.30K +235.9% $913,132 0.0% ▲ Add 2 SEC ↗
16 Fidelity (FMR) 11.30K +42.9% $486,238 0.0% ▲ Add 4 SEC ↗
17 Bank Of Montreal /Can/ 9.25K +574.4% $397,951 0.0% ▲ Add 2 SEC ↗
18 Royal Bank Of Canada 7.64K +543.8% $329,000 0.0% ▲ Add 2 SEC ↗
19 LPL Financial LLC 7.02K +27.5% $301,969 0.0% ▲ Add 2 SEC ↗
20 Morgan Stanley 71 +65.1% $3,087 0.0% ▲ Add 3 SEC ↗
21 Morgan Stanley 71 +65.1% $3,087 0.0% ▲ Add 3 SEC ↗
22 Northwestern Mutual Wealth… 24 -25.0% $1,033 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $1.95M 0.0%

Exited

Cerity Partners LLC $203,929 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 3.13M shares, $133.01M 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: Q1 2026 · Methodology · Get this via the API