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Security record · archived quarter

FIIG

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q3 2024
20Tracked holders
+1Δ holders
13.78MShares held
$292.06MReported value
+1New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.3% · share flow -1.3% · net new positions +5.0% · 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
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 286.62K $5.63M n/a n/a
Q2 2026 23 +4 13.57M $280.98M +5 −1
Q1 2026 20 0 14.43M $299.39M +3 −3
Q4 2025 20 +1 13.78M $292.06M +1 n/a
Q3 2025 2 n/a 2.78M $58.93M n/a n/a
Q1 2025 1 +1 123.77K $2.57M +1 n/a
Q3 2024 1 +1 20.36K $434,986 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 4.41M n/a $93.50M 0.0% n/c 1 SEC ↗
2 Morgan Stanley ✦ 2.48M +6.7% $52.63M 0.0% ▲ Add 2 SEC ↗ ×2
3 Commonwealth Equity Services, Llc 2.10M n/a $44.47M 0.1% n/c 1 SEC ↗
4 Cetera Investment Advisers 1.70M n/a $36.14M 0.0% n/c 1 SEC ↗
5 Envestnet Asset Management Inc 1.49M n/a $31.66M 0.0% n/c 1 SEC ↗
6 First Trust Advisors Lp 344.64K n/a $7.31M 0.0% n/c 1 SEC ↗
7 HighTower Advisors, LLC 337.15K n/a $7.15M 0.0% n/c 1 SEC ↗
8 Assetmark, Inc 209.58K n/a $4.44M 0.0% n/c 1 SEC ↗
9 Bank of New York Mellon Corp 185.22K n/a $3.93M 0.0% n/c 1 SEC ↗ ×2
10 Mml Investors Services, Llc 164.79K n/a $3.49M 0.0% n/c 1 SEC ↗
11 Osaic Holdings, Inc. 151.50K n/a $3.21M 0.0% n/c 1 SEC ↗ ×3
12 Citadel Advisors ✦ 63.51K New $1.35M 0.0% New 1 SEC ↗
13 Goldman Sachs Group ✦ 43.18K -90.4% $915,437 0.0% ▼ Trim 2 SEC ↗
14 Royal Bank Of Canada 24.27K n/a $515,000 0.0% n/c 1 SEC ↗ ×2
15 Wells Fargo & Company/Mn 19.34K n/a $409,944 0.0% n/c 1 SEC ↗
16 Ameriprise Financial Inc 18.13K n/a $385,882 0.0% n/c 1 SEC ↗
17 Lido Advisors, LLC 13.35K n/a $283,028 0.0% n/c 1 SEC ↗
18 Susquehanna International Group, Llp 12.32K n/a $261,205 0.0% n/c 1 SEC ↗
19 Rockefeller Capital Management L.P. 617 n/a $13,099 0.0% n/c 1 SEC ↗
20 Cwm, Llc 8 n/a $0 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

Citadel Advisors $1.35M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 25.66M shares, $510.62M 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 · Get this via the API