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Security record · archived quarter

FIXT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
15Tracked holders
0Δ holders
2.88MShares held
$109.00MReported value
+2New positions
−2Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 10 -4 2.82M $106.56M +1 −5
Q1 2026 15 0 2.88M $109.00M +2 −2
Q4 2025 15 0 2.61M $99.67M +1 −1
Q3 2025 3 0 2.65M $102.57M
Q2 2025 1 +1 605.02K $23.11M +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.17M -1.8% $82.35M 0.0% ▼ Trim 3 SEC ↗
2 Wells Fargo & Company/Mn 196.24K +202.7% $7.44M 0.0% ▲ Add 2 SEC ↗
3 Wells Fargo & Company/Mn 196.24K +202.7% $7.44M 0.0% ▲ Add 2 SEC ↗
4 Envestnet Asset Management Inc 89.56K +27.7% $3.39M 0.0% ▲ Add 2 SEC ↗
5 Osaic Holdings, Inc. 88.65K +24.4% $3.36M 0.0% ▲ Add 2 SEC ↗
6 Osaic Holdings, Inc. 88.65K +24.4% $3.36M 0.0% ▲ Add 2 SEC ↗
7 Citadel Advisors 76.13K +110.2% $2.88M 0.0% ▲ Add 4 SEC ↗
8 Stifel Financial Corp 66.64K New $2.52M 0.0% New 1 SEC ↗
9 Goldman Sachs Group 59.77K +154.8% $2.26M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 48.95K -7.1% $1.85M 0.0% ▼ Trim 2 SEC ↗
11 Raymond James Financial Inc 48.95K -7.1% $1.85M 0.0% ▼ Trim 2 SEC ↗
12 LPL Financial LLC 32.64K -4.5% $1.24M 0.0% ▼ Trim 2 SEC ↗
13 Jane Street Group, Llc 23.13K +62.3% $876,414 0.0% ▲ Add 2 SEC ↗
14 Royal Bank Of Canada 11.02K -2.9% $417,000 0.0% ▼ Trim 2 SEC ↗
15 Captrust Financial Advisors 5.94K +0.8% $225,043 0.0% ▲ Add 2 SEC ↗
16 Cwm, Llc 4.59K +0.9% $173,985 0.0% ▲ Add 2 SEC ↗
17 Fifth Third Bancorp 150 New $5,683 0.0% New 1 SEC ↗
18 UBS Group AG 123 -67.3% $4,660 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

Stifel Financial Corp $2.52M 0.0%
Fifth Third Bancorp $5,683 0.0%

Exited

Ameriprise Financial Inc $213,344 was 0.0%
Northwestern Mutual Wealth… $14,218 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.

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