FIXT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -1.8% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.29M | +5.3% | $86.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 211.55K | +7.8% | $7.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 93.71K | +5.7% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 78.98K | -11.8% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 67.58K | +1.4% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 38.82K | -20.7% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 28.92K | -11.4% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 11.02K | 0.0% | $416,000 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 529 | New | $20,049 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fifth Third Bancorp | 150 | 0.0% | $5,668 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $20,049 | 0.0% |
Exited
| Citadel Advisors | $2.88M | was 0.0% |
| Goldman Sachs Group | $2.26M | was 0.0% |
| Jane Street Group, Llc | $876,414 | was 0.0% |
| Captrust Financial Advisors | $225,043 | was 0.0% |
| UBS Group AG | $4,660 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 3.95M shares, $149.22M 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.