Security record · archived quarter
FISR
name pending profile ingest
11Tracked holders
0Δ holders
8.64MShares held
$222.28MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.36M | +34.3% | $112.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.92M | +57.9% | $75.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 619.79K | New | $15.94M | 0.0% | New | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 427.01K | +15.7% | $10.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 160.59K | +14.6% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 140.08K | +42.8% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 12.10K | -19.5% | $311,269 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Cwm, Llc | 1.59K | New | $40,895 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.14K | -86.5% | $29,346 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Pnc Financial Services Group, Inc. | 50 | New | $1,286 | 0.0% | New | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1 | -100.0% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $15.94M | 0.0% |
| Cwm, Llc | $40,895 | 0.0% |
| Pnc Financial Services Group… | $1,286 | 0.0% |
Exited
| Citadel Advisors | $600,205 | was 0.0% |
| Bank Of America Corp /De/ | $86,254 | was 0.0% |
| Wells Fargo & Company/Mn | $80,347 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 80 holders, 18.09M shares, $439.37M 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 ·
Get this via the API