Security record · archived quarter
FLMI
name pending profile ingest
37Tracked holders
+2Δ holders
25.56MShares held
$663.92MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +5.7% ·
share flow +28.9% ·
net new positions +5.4%
· 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
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.87M | +22.1% | $145.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 3.98M | +61.3% | $98.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 2.70M | +99.1% | $67.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.16M | +41.0% | $53.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.63M | +34.7% | $40.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.63M | +19.8% | $40.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 1.45M | +23.6% | $35.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 28.07K | -98.0% | $31.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 577.73K | +64.0% | $14.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 562.14K | +75.4% | $13.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Truist Financial Corp | 558.88K | +8.1% | $13.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 542.99K | -13.1% | $13.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Jane Street Group, Llc | 526.15K | +44.6% | $13.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 506.20K | +161.3% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Bank of New York Mellon Corp | 469.03K | +24.9% | $11.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Jones Financial Companies Lllp | 408.44K | +61.6% | $10.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cwm, Llc | 334.01K | +8.9% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 299.83K | -6.1% | $7.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 245.17K | +16.7% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 236.25K | +306.9% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 160.38K | +42.9% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 157.83K | +54.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 117.08K | +65.3% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 91.21K | +114.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Pnc Financial Services Group, Inc. | 59.20K | -25.2% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Wealth Enhancement Advisory… | 55.53K | +352.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 54.25K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 30.76K | -23.0% | $762,432 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 27.30K | -41.4% | $676,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 24.00K | 0.0% | $594,000 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 17.71K | +65.7% | $439,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 12.11K | New | $300,256 | 0.0% | New | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 11.16K | New | $276,582 | 0.0% | New | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 11.00K | New | $272,690 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 9.29K | New | $230,324 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.55K | -7.3% | $38,474 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 25 | New | $620 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Lido Advisors, LLC | $1.34M | 0.0% |
| Susquehanna International… | $300,256 | 0.0% |
| Quantinno Capital Management… | $276,582 | 0.0% |
| Baird Financial Group, Inc. | $272,690 | 0.0% |
| Fifth Third Bancorp | $230,324 | 0.0% |
| Bnp Paribas Financial Markets | $620 | 0.0% |
Exited
| Goldman Sachs Group | $867,540 | was 0.0% |
| Hrt Financial Lp | $729,000 | was 0.0% |
| Creative Planning | $250,199 | was 0.0% |
| Us Bancorp \De\ | $98,038 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 50.33M shares, $1.26B 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 ·
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