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Security record

FISI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
73Tracked holders
+4Δ holders
10.18MShares held
$394.99MReported value
+10New positions
−6Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.8% · share flow -2.6% · net new positions +5.5% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 73 +4 10.18M $394.99M +10 −6
Q1 2026 71 +5 10.46M $331.56M +9 −4
Q4 2025 66 0 10.46M $326.35M +1 −1
Q3 2025 19 +2 7.32M $199.25M +2 —
Q2 2025 14 0 5.63M $144.56M — —
Q1 2025 11 +1 2.92M $73.01M +1 —
Q4 2024 10 +3 2.36M $64.54M +3 —
Q3 2024 6 -2 926.96K $23.61M — −2
Q2 2024 8 — 987.35K $19.08M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗ ×7
2 Dimensional Fund Advisors Lp 1.00M +4.7% $39.07M 0.0% ▲ Add 3 SEC ↗ ×4
3 Vanguard Capital Management Llc 841.17K +0.7% $32.78M 0.0% ▲ Add 2 SEC ↗
4 Adage Capital Partners ✦ 834.97K -12.0% $32.54M 0.0% ▼ Trim 7 SEC ↗
5 State Street Global Advisors ✦ (passive) 592.49K +2.3% $23.27M 0.0% ▲ Add 7 SEC ↗
6 Geode Capital Management ✦ (passive) 586.72K +3.2% $22.87M 0.0% ▲ Add 9 SEC ↗ ×2
7 Two Sigma Investments ✦ 457.10K +66.4% $17.81M 0.0% ▲ Add 9 SEC ↗
8 JPMorgan Chase ✦ 404.98K +66.7% $15.73M 0.0% ▲ Add 4 SEC ↗ ×5
9 American Century Companies Inc 349.61K +298.4% $13.62M 0.0% ▲ Add 3 SEC ↗
10 AQR Capital Management ✦ 251.50K +59.2% $9.80M 0.0% ▲ Add 9 SEC ↗ ×5
11 Raymond James Financial Inc 248.28K -28.9% $9.68M 0.0% ▼ Trim 2 SEC ↗
12 Morgan Stanley ✦ 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗ ×11
13 Goldman Sachs Group ✦ 216.11K -11.9% $8.42M 0.0% ▼ Trim 4 SEC ↗ ×2
14 Alliancebernstein L.P. 245.26K -3.1% $7.78M 0.0% ▼ Trim 3 SEC ↗
15 Hotchkis & Wiley Capital Management… 199.50K -1.4% $7.77M 0.0% ▼ Trim 3 SEC ↗
16 Qube Research & Technologies Ltd 193.83K +186.6% $7.55M 0.0% ▲ Add 2 SEC ↗
17 Northern Trust Corp 176.22K +6.5% $6.87M 0.0% ▲ Add 3 SEC ↗ ×4
18 Charles Schwab Investment… 162.21K +1.3% $6.32M 0.0% ▲ Add 3 SEC ↗
19 Renaissance Technologies ✦ 136.90K -32.5% $5.34M 0.0% ▼ Trim 9 SEC ↗
20 Bank Of America Corp /De/ 128.69K +7.5% $5.01M 0.0% ▲ Add 3 SEC ↗
21 Bank of New York Mellon Corp 117.84K +2.3% $4.59M 0.0% ▲ Add 3 SEC ↗ ×4
22 Citadel Advisors ✦ 85.48K +646.0% $3.33M 0.0% ▲ Add 9 SEC ↗ ×2
23 Nuveen, LLC 71.47K +25.7% $2.79M 0.0% ▲ Add 3 SEC ↗ ×3
24 Fidelity (FMR) ✦ 65.94K -9.1% $2.57M 0.0% ▼ Trim 5 SEC ↗ ×2
25 Prudential Financial Inc 65.74K +221.6% $2.56M 0.0% ▲ Add 3 SEC ↗
26 Wellington Management ✦ 62.98K -93.0% $2.45M 0.0% ▼ Trim 7 SEC ↗
27 New York State Common Retirement… 62.02K +4.4% $2.42M 0.0% ▲ Add 3 SEC ↗
28 Commonwealth Equity Services, Llc 57.72K -2.0% $2.25M 0.0% ▼ Trim 3 SEC ↗
29 Russell Investments Group, Ltd. 52.74K +50.7% $2.05M 0.0% ▲ Add 3 SEC ↗ ×6
30 Universal- Beteiligungs- und… 46.24K +0.1% $1.80M 0.0% ▲ Add 3 SEC ↗
31 Connor, Clark & Lunn Investment… 41.54K +3.7% $1.62M 0.0% ▲ Add 3 SEC ↗
32 Franklin Resources Inc 40.04K +33.0% $1.56M 0.0% ▲ Add 3 SEC ↗ ×4
33 Victory Capital Management Inc 37.80K +0.5% $1.47M 0.0% ▲ Add 3 SEC ↗
34 Man Group plc 37.57K +25.5% $1.46M 0.0% ▲ Add 2 SEC ↗
35 Invesco Ltd. 31.79K -6.6% $1.24M 0.0% ▼ Trim 3 SEC ↗ ×3
36 Sei Investments Co 30.79K -40.2% $1.20M 0.0% ▼ Trim 3 SEC ↗ ×2
37 Rhumbline Advisers 25.43K +1.1% $991,038 0.0% ▲ Add 3 SEC ↗
38 Quantinno Capital Management LP 23.84K +16.3% $929,038 0.0% ▲ Add 3 SEC ↗
39 Creative Planning 23.63K +18.2% $920,895 0.0% ▲ Add 3 SEC ↗ ×2
40 Millennium Management ✦ 23.39K +35.7% $911,625 0.0% ▲ Add 7 SEC ↗
41 Ameriprise Financial Inc 19.43K 0.0% $757,303 0.0% Held 3 SEC ↗
42 Deutsche Bank Ag\ 19.22K +13.2% $748,964 0.0% ▲ Add 3 SEC ↗
43 Citigroup Inc 17.85K +15.6% $695,498 0.0% ▲ Add 3 SEC ↗ ×2
44 Bnp Paribas Financial Markets 16.95K +2.3% $660,464 0.0% ▲ Add 3 SEC ↗
45 Wells Fargo & Company/Mn 16.50K +123.1% $642,973 0.0% ▲ Add 3 SEC ↗ ×2
46 T. Rowe Price ✦ 15.81K +3.1% $617,000 0.0% ▲ Add 6 SEC ↗
47 Wealth Enhancement Advisory… 14.12K New $548,484 0.0% New 1 SEC ↗
48 UBS Group AG 13.02K -93.6% $507,506 0.0% ▼ Trim 3 SEC ↗ ×2
49 Arrowstreet Capital ✦ 12.74K New $496,517 0.0% New 1 SEC ↗
50 Squarepoint Ops LLC 10.99K +45.5% $428,475 0.0% ▲ Add 2 SEC ↗
51 D. E. Shaw & Co. ✦ 10.60K +46.1% $413,004 0.0% ▲ Add 4 SEC ↗
52 MIRAE ASSET GLOBAL ETFS HOLDINGS… 9.07K -0.9% $353,575 0.0% ▼ Trim 3 SEC ↗
53 Barclays Plc 8.80K -28.1% $342,936 0.0% ▼ Trim 3 SEC ↗ ×2
54 Mercer Global Advisors Inc /Adv 8.62K New $336,116 0.0% New 1 SEC ↗
55 State Of Wisconsin Investment Board 8.31K New $323,841 0.0% New 1 SEC ↗
56 First Trust Advisors Lp 7.11K -1.1% $276,998 0.0% ▼ Trim 3 SEC ↗
57 Bank Of Nova Scotia 6.60K New $257,202 0.0% New 1 SEC ↗
58 Mariner, LLC 6.55K New $255,397 0.0% New 1 SEC ↗
59 Cerity Partners LLC 5.62K New $219,207 0.0% New 1 SEC ↗ ×2
60 Focus Partners Wealth 5.38K New $209,790 0.0% New 1 SEC ↗
61 Legal & General Group Plc 3.99K +130.9% $155,491 0.0% ▲ Add 3 SEC ↗ ×2
62 Rockefeller Capital Management L.P. 1.56K +26.9% $60,988 0.0% ▲ Add 3 SEC ↗ ×3
63 Royal Bank Of Canada 1.23K -5.0% $47,000 0.0% ▼ Trim 3 SEC ↗ ×4
64 UBS AM, a distinct business unit of… 1.03K 0.0% $40,139 0.0% Held 3 SEC ↗
65 Fifth Third Bancorp 982 -40.4% $38,268 0.0% ▼ Trim 2 SEC ↗
66 Jones Financial Companies Lllp 550 New $21,412 0.0% New 1 SEC ↗
67 Osaic Holdings, Inc. 507 +0.6% $19,757 0.0% ▲ Add 3 SEC ↗ ×2
68 Pnc Financial Services Group, Inc. 338 +5.3% $13,172 0.0% ▲ Add 3 SEC ↗
69 Federated Hermes, Inc. 192 New $7,482 0.0% New 1 SEC ↗
70 Simplex Trading, Llc 47 -89.6% $1,831 0.0% ▼ Trim 3 SEC ↗
71 Optiver Holding B.V. 46 -76.8% $1,793 0.0% ▼ Trim 3 SEC ↗
72 Us Bancorp \De\ 11 0.0% $429 0.0% Held 2 SEC ↗
73 Assetmark, Inc 4 0.0% $156 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

Exited

ProShare Advisors LLC $6.48M was 0.0%
Susquehanna International… $526,640 was 0.0%
Marshall Wace $374,462 was 0.0%
Hsbc Holdings Plc $369,284 was 0.0%
Jane Street Group, Llc $329,688 was 0.0%
Balyasny Asset Management L.P. $289,322 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 148 holders, 15.57M shares, $468.20M 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.

Insider transactions

Open-market purchases (P)

Sep 02 Zupan Mark

Director · 608 sh @ 40.77 · $24,789

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 28 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Jul 14 SC 13G — DIMENSIONAL FUND ADVISORS LP

View original SEC filing ↗

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: Q2 2026 · Methodology · Get this via the API