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Security record · archived quarter

FLDR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
25Tracked holders
+2Δ holders
5.56MShares held
$278.49MReported value
+4New positions
−2Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.7% · share flow +7.2% · net new positions +8.0% · formula
Broad accumulation: rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 -4 14.48M $725.77M n/a −5
Q1 2026 25 +2 5.56M $278.49M +4 −2
Q4 2025 23 0 5.19M $260.67M +1 −1
Q3 2025 4 0 382.73K $19.21M n/a n/a
Q2 2025 2 0 54.87K $2.75M n/a n/a
Q1 2025 1 0 21.86K $1.10M n/a n/a
Q4 2024 1 0 56.03K $2.80M n/a n/a
Q3 2024 1 0 12.21K $613,165 n/a n/a
Q2 2024 1 n/a 9.82K $490,166 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 1.08M +5.0% $53.81M 0.0% ▲ Add 2 SEC ↗ ×2
2 Raymond James Financial Inc 870.77K +12.2% $43.58M 0.0% ▲ Add 2 SEC ↗ ×2
3 Commonwealth Equity Services, Llc 844.05K +31.0% $42.24M 0.1% ▲ Add 2 SEC ↗
4 LPL Financial LLC 518.35K -2.8% $25.94M 0.0% ▼ Trim 2 SEC ↗
5 Morgan Stanley ✦ 351.36K -5.4% $17.59M 0.0% ▼ Trim 3 SEC ↗ ×2
6 Bank Of America Corp /De/ 325.76K +4.0% $16.30M 0.0% ▲ Add 2 SEC ↗ ×2
7 Mml Investors Services, Llc 256.47K -3.2% $12.84M 0.0% ▼ Trim 2 SEC ↗
8 Citadel Advisors ✦ 214.15K New $10.72M 0.0% New 1 SEC ↗
9 Envestnet Asset Management Inc 189.04K -6.7% $9.46M 0.0% ▼ Trim 2 SEC ↗
10 Osaic Holdings, Inc. 164.98K -20.2% $8.26M 0.0% ▼ Trim 2 SEC ↗ ×2
11 UBS Group AG 161.62K -6.3% $8.09M 0.0% ▼ Trim 2 SEC ↗ ×2
12 Royal Bank Of Canada 134.33K +15.1% $6.72M 0.0% ▲ Add 2 SEC ↗
13 Cetera Investment Advisers 99.92K +51.5% $5.00M 0.0% ▲ Add 2 SEC ↗
14 Mariner, LLC 84.99K +0.9% $4.25M 0.0% ▲ Add 2 SEC ↗
15 HighTower Advisors, LLC 83.37K +0.1% $4.17M 0.0% ▲ Add 2 SEC ↗
16 Jane Street Group, Llc 64.29K +94.1% $3.22M 0.0% ▲ Add 2 SEC ↗
17 Goldman Sachs Group ✦ 41.49K -84.8% $2.08M 0.0% ▼ Trim 2 SEC ↗
18 Susquehanna International Group, Llp 32.91K +221.6% $1.65M 0.0% ▲ Add 2 SEC ↗ ×2
19 Hrt Financial Lp 19.20K New $960,000 0.0% New 1 SEC ↗
20 JPMorgan Chase ✦ 12.28K +378.0% $613,654 0.0% ▲ Add 3 SEC ↗ ×2
21 Fidelity (FMR) ✦ 9.61K +128.9% $480,840 0.0% ▲ Add 4 SEC ↗
22 Cwm, Llc 4.77K New $238,939 0.0% New 1 SEC ↗
23 Rockefeller Capital Management L.P. 4.15K 0.0% $207,708 0.0% Held 2 SEC ↗ ×2
24 Fifth Third Bancorp 664 New $33,233 0.0% New 1 SEC ↗
25 Northwestern Mutual Wealth… 505 -71.9% $25,275 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

Citadel Advisors $10.72M 0.0%
Hrt Financial Lp $960,000 0.0%
Cwm, Llc $238,939 0.0%
Fifth Third Bancorp $33,233 0.0%

Exited

Citigroup Inc $96,190 was 0.0%
Jones Financial Companies Lllp $3,968 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 9.91M shares, $488.77M 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