FITE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -0.1% ·
net new positions -5.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +3 | 349.45K | $39.27M | +5 | −3 |
| Q1 2026 | 20 | +3 | 286.20K | $24.48M | +4 | −1 |
| Q4 2025 | 17 | -1 | 250.54K | $21.38M | n/a | −1 |
| Q3 2025 | 2 | 0 | 281 | $24,044 | n/a | n/a |
| Q2 2025 | 1 | -2 | 250 | $18,991 | n/a | −2 |
| Q1 2025 | 2 | 0 | 15.18K | $952,998 | n/a | n/a |
| Q4 2024 | 2 | +2 | 7.47K | $500,398 | +2 | n/a |
| Q2 2024 | 1 | n/a | 5.03K | $284,327 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 157.22K | n/a | $13.42M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 21.24K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 12.90K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 11.04K | n/a | $942,129 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bnp Paribas Financial Markets | 10.10K | n/a | $861,833 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 7.55K | n/a | $644,549 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 7.01K | n/a | $598,505 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 5.07K | n/a | $432,282 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 5.01K | n/a | $427,162 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 4.65K | n/a | $397,044 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 3.32K | n/a | $283,133 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.66K | n/a | $226,647 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 1.43K | n/a | $121,595 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 894 | n/a | $76,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 422 | n/a | $36,009 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 32 | +3.2% | $2,771 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Wells Fargo & Company/Mn | 0 | n/a | $5 | 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
| Fidelity (FMR) | $21,392 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 565.55K shares, $47.58M 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.