FIIG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.1% ·
share flow -6.0% ·
net new positions +17.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 2 | — | 2.78M | $58.93M | — | — |
| Q1 2025 | 1 | +1 | 123.77K | $2.57M | +1 | — |
| Q3 2024 | 1 | +1 | 20.36K | $434,986 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.86M | +0.1% | $100.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.70M | +6.1% | $55.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.70M | +6.1% | $55.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.91M | +12.8% | $39.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.32M | -23.7% | $27.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | First Trust Advisors Lp | 518.47K | +12.1% | $10.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 474.62K | -74.4% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 258.68K | New | $5.36M | 0.0% | New | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 249.04K | +4.5% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 217.90K | +6.3% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 217.90K | +6.3% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 178.04K | +109.9% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 164.46K | -57.8% | $3.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 149.42K | +30.3% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 149.42K | +30.3% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 149.42K | +30.3% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 124.84K | +74.5% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 93.77K | New | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 93.70K | New | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 91.17K | -21.9% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Hrt Financial Lp | 87.88K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 59.80K | +14.2% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 13.66K | +1.2% | $283,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.96K | +122.2% | $40,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 163 | New | $3,386 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1 | -50.0% | $32 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 1 | 0.0% | $25 | 0.0% | Held | 3 | 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 | $5.36M | 0.0% |
| Truist Financial Corp | $1.94M | 0.0% |
| Goldman Sachs Group | $1.94M | 0.0% |
| Hrt Financial Lp | $1.82M | 0.0% |
| Jones Financial Companies Lllp | $3,386 | 0.0% |
Exited
| Northwestern Mutual Wealth… | $5,955 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.