FMAR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +19.0% ·
share flow -19.7% ·
net new positions +16.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +4 | 2.01M | $105.19M | +5 | −1 |
| Q1 2026 | 22 | +1 | 2.56M | $124.12M | +4 | −3 |
| Q4 2025 | 21 | 0 | 1.71M | $81.27M | — | — |
| Q3 2025 | 1 | 0 | 21.68K | $1.01M | — | — |
| Q2 2025 | 1 | +1 | 7.29K | $326,928 | +1 | — |
| Q4 2024 | 1 | 0 | 7.43K | $321,453 | — | — |
| Q3 2024 | 1 | 0 | 6.59K | $278,578 | — | — |
| Q2 2024 | 1 | — | 12.99K | $527,094 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 313.12K | +8.1% | $16.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 301.50K | -50.9% | $15.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 232.08K | -39.3% | $12.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 209.13K | -5.5% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 209.13K | -5.5% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 201.79K | -2.7% | $10.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 199.74K | -3.1% | $10.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 127.44K | -38.8% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 118.45K | +24.1% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 118.45K | +24.1% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 93.01K | +18.9% | $4.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 51.32K | -0.8% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 38.40K | +2.0% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 38.40K | +2.0% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Hrt Financial Lp | 25.82K | New | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 21.40K | New | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 20.95K | +10.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 17.96K | New | $935,887 | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 12.62K | -76.9% | $659,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 8.37K | -0.7% | $440,293 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mariner, LLC | 7.39K | -38.1% | $386,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 5.94K | -2.9% | $310,424 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Barclays Plc | 3.83K | +1147.2% | $200,104 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.02K | New | $53,566 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 825 | 0.0% | $43,115 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 500 | 0.0% | $25,910 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 117 | -4.1% | $6,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 15 | New | $784 | 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
| Hrt Financial Lp | $1.35M | 0.0% |
| Goldman Sachs Group | $1.12M | 0.0% |
| JPMorgan Chase | $935,887 | 0.0% |
| Northwestern Mutual Wealth… | $53,566 | 0.0% |
| UBS Group AG | $784 | 0.0% |
Exited
| Jane Street Group, Llc | $669,453 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 4.74M shares, $224.38M 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.