FLTB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +10.5% ·
net new positions +4.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 18.51K | $911,406 | n/a | n/a |
| Q2 2026 | 26 | +1 | 3.48M | $174.57M | +3 | −2 |
| Q1 2026 | 25 | +1 | 3.19M | $160.24M | +2 | −1 |
| Q4 2025 | 24 | 0 | 2.88M | $146.10M | +1 | −1 |
| Q3 2025 | 4 | +1 | 266.83K | $13.52M | +1 | n/a |
| Q2 2025 | 1 | -1 | 401 | $20,220 | n/a | −1 |
| Q1 2025 | 1 | 0 | 25.20K | $1.26M | n/a | n/a |
| Q4 2024 | 1 | +1 | 40.50K | $2.01M | +1 | n/a |
| Q2 2024 | 1 | n/a | 5.39K | $264,487 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 843.16K | +22.4% | $42.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 451.31K | -1.5% | $22.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 373.72K | +20.1% | $18.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 332.73K | +11.2% | $16.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 328.37K | -4.1% | $16.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 297.83K | +3.2% | $14.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 124.66K | +13.1% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 80.36K | -24.0% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 59.99K | +38.2% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 53.68K | +95.4% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 53.58K | +40.9% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 52.62K | -1.5% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 30.04K | -12.2% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 24.43K | +113.5% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 22.80K | +26.6% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 17.62K | -3.5% | $885,889 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 13.77K | +9.6% | $692,268 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 6.44K | +12.8% | $323,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.15K | +47.0% | $309,103 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 5.36K | New | $269,511 | 0.0% | New | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 4.49K | -9.7% | $225,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 2.31K | +47.0% | $116,184 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Fifth Third Bancorp | 2.00K | New | $100,540 | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 202 | +1.0% | $10,164 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 11 | +1000.0% | $560 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $269,511 | 0.0% |
| Fifth Third Bancorp | $100,540 | 0.0% |
Exited
| Goldman Sachs Group | $306,037 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 4.39M shares, $213.64M 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.