Security record · archived quarter
FINX
name pending profile ingest
34Tracked holders
0Δ holders
2.32MShares held
$68.35MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.2% · net new positions 0.0% · formula
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 | 1 | 0 | 55 | $1,342 | n/a | n/a |
| Q2 2026 | 29 | 0 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | n/a | n/a |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | n/a | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | n/a | n/a |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | n/a | n/a |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | n/a | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | n/a |
| Q2 2024 | 2 | n/a | 35.17K | $884,933 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 703.59K | n/a | $20.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 298.28K | n/a | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 267.16K | -8.8% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Ameriprise Financial Inc | 161.18K | n/a | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 141.90K | n/a | $4.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 111.52K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Mirae Asset Global Investments Co.… | 90.00K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 87.98K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 87.54K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 85.47K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citigroup Inc | 34.62K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 33.70K | n/a | $991,820 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 33.20K | n/a | $977,160 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 32.92K | n/a | $969,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Jones Financial Companies Lllp | 24.06K | n/a | $708,145 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 19.81K | n/a | $582,891 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Stifel Financial Corp | 18.14K | n/a | $533,773 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Wealthfront Advisers LLC | 15.96K | n/a | $469,644 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Hrt Financial Lp | 14.24K | n/a | $419,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 11.22K | n/a | $330,657 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Commonwealth Equity Services, Llc | 10.84K | n/a | $318,900 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 10.62K | n/a | $312,694 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 8.19K | 0.0% | $241,032 | 0.0% | Held | 6 | SEC ↗ |
| 24 | Creative Planning | 7.66K | n/a | $225,522 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 4.33K | n/a | $127,349 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.86K | -50.0% | $54,887 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Us Bancorp \De\ | 1.72K | n/a | $50,472 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 1.59K | n/a | $46,589 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.20K | n/a | $35,198 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.00K | -46.4% | $29,523 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 409 | n/a | $12,037 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 289 | n/a | $8,505 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Simplex Trading, Llc | 108 | n/a | $3,178 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 55 | n/a | $1,613 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 2.54M shares, $57.67M 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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