Security record · archived quarter
FINX
name pending profile ingest
29Tracked holders
-5Δ holders
1.91MShares held
$44.00MReported value
+2New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -14.7% ·
share flow -17.9% ·
net new positions -17.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | — | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | — | — |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | — | — |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | — | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | — |
| Q2 2024 | 2 | — | 35.17K | $884,933 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 409.02K | -41.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 409.02K | -41.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 330.18K | +196.1% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 330.18K | +196.1% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 165.17K | -44.6% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 98.73K | +12.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 98.73K | +12.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 74.33K | +120.6% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 59.68K | -63.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citigroup Inc | 32.63K | -5.8% | $753,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 28.45K | +18.2% | $633,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 26.02K | New | $600,959 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 22.79K | +114.5% | $526,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 17.71K | +11.0% | $409,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 15.69K | +10.2% | $362,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 14.01K | -83.6% | $323,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 12.78K | -29.5% | $295,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 12.78K | -29.5% | $295,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 6.18K | -44.9% | $142,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 6.18K | -44.9% | $142,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 4.34K | +0.4% | $100,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.82K | -2.2% | $40,585 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.82K | -2.2% | $40,585 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.72K | 0.0% | $39,617 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 680 | -43.1% | $15,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 614 | -38.8% | $14,173 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 459 | -71.1% | $10,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 289 | 0.0% | $6,676 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 288 | -29.6% | $6,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 55 | 0.0% | $1,257 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 5 | New | $116 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $600,959 | 0.0% |
| Assetmark, Inc | $116 | 0.0% |
Exited
| Mirae Asset Global… | $2.65M | was 0.0% |
| Envestnet Asset Management Inc | $2.58M | was 0.0% |
| HighTower Advisors, LLC | $977,160 | was 0.0% |
| Commonwealth Equity Services… | $318,900 | was 0.0% |
| D. E. Shaw & Co. | $241,032 | was 0.0% |
| Creative Planning | $225,522 | was 0.0% |
| Simplex Trading, Llc | $3,178 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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