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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
20Tracked holders
-4Δ holders
14.58MShares held
$730.43MReported value
+0New positions
−4Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -16.7% · share flow +30.0% · net new positions -20.0%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 -4 14.58M $730.43M −4
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
Q2 2025 2 0 54.87K $2.75M
Q1 2025 1 0 21.86K $1.10M
Q4 2024 1 0 56.03K $2.80M
Q3 2024 1 0 12.21K $613,165
Q2 2024 1 9.82K $490,166
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 8.87M +92260.6% $444.63M 0.0% ▲ Add 5 SEC ↗
2 Wells Fargo & Company/Mn 1.25M +15.8% $62.41M 0.0% ▲ Add 3 SEC ↗
3 Wells Fargo & Company/Mn 1.25M +15.8% $62.41M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 890.17K +2.2% $44.61M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 890.17K +2.2% $44.61M 0.0% ▲ Add 3 SEC ↗
6 Commonwealth Equity Services, Llc 689.38K -18.3% $34.54M 0.0% ▼ Trim 3 SEC ↗
7 LPL Financial LLC 525.61K +1.4% $26.34M 0.0% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 309.60K -5.0% $15.51M 0.0% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 309.60K -5.0% $15.51M 0.0% ▼ Trim 3 SEC ↗
10 Mml Investors Services, Llc 297.21K +15.9% $14.89M 0.0% ▲ Add 3 SEC ↗
11 Jane Street Group, Llc 295.94K +360.3% $14.83M 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 246.96K +49.7% $12.39M 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 246.96K +49.7% $12.39M 0.0% ▲ Add 3 SEC ↗
14 Osaic Holdings, Inc. 246.96K +49.7% $12.39M 0.0% ▲ Add 3 SEC ↗
15 Morgan Stanley 241.78K -31.2% $12.12M 0.0% ▼ Trim 4 SEC ↗
16 Morgan Stanley 241.78K -31.2% $12.12M 0.0% ▼ Trim 4 SEC ↗
17 Envestnet Asset Management Inc 207.53K +9.8% $10.40M 0.0% ▲ Add 3 SEC ↗
18 Northwestern Mutual Wealth… 206.40K +40771.3% $10.34M 0.0% ▲ Add 3 SEC ↗
19 UBS Group AG 153.93K -4.8% $7.71M 0.0% ▼ Trim 3 SEC ↗
20 Royal Bank Of Canada 104.03K -22.6% $5.21M 0.0% ▼ Trim 3 SEC ↗
21 HighTower Advisors, LLC 93.08K +11.7% $4.66M 0.0% ▲ Add 3 SEC ↗
22 Cetera Investment Advisers 84.87K -15.1% $4.25M 0.0% ▼ Trim 3 SEC ↗
23 JPMorgan Chase 78.34K +538.2% $3.93M 0.0% ▲ Add 4 SEC ↗
24 JPMorgan Chase 78.34K +538.2% $3.93M 0.0% ▲ Add 4 SEC ↗
25 Hrt Financial Lp 26.64K +38.8% $1.33M 0.0% ▲ Add 2 SEC ↗
26 Rockefeller Capital Management L.P. 5.71K +37.5% $285,978 0.0% ▲ Add 3 SEC ↗
27 Rockefeller Capital Management L.P. 5.71K +37.5% $285,978 0.0% ▲ Add 3 SEC ↗
28 Fifth Third Bancorp 664 0.0% $33,273 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

No new tracked buyers this quarter.

Exited

Citadel Advisors $10.72M was 0.0%
Mariner, LLC $4.25M was 0.0%
Goldman Sachs Group $2.08M was 0.0%
Susquehanna International… $1.65M 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: Q2 2026 · Methodology · Get this via the API