FMAY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +30.0% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 2.60M | $145.96M | +5 | −2 |
| Q1 2026 | 25 | +1 | 1.79M | $94.27M | +1 | — |
| Q4 2025 | 24 | +1 | 1.79M | $95.69M | +2 | −1 |
| Q3 2025 | 1 | -1 | 3.89K | $203,031 | — | −1 |
| Q2 2025 | 1 | 0 | 4.66K | $233,290 | — | — |
| Q1 2025 | 1 | +1 | 5.42K | $250,427 | +1 | — |
| Q3 2024 | 1 | 0 | 18.05K | $839,366 | — | — |
| Q2 2024 | 1 | — | 6.49K | $289,600 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 574.40K | +302.3% | $32.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 430.37K | +79.0% | $24.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 291.56K | +9.6% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 268.80K | +0.4% | $15.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 247.88K | +17.7% | $13.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 196.89K | +120.9% | $11.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 181.54K | +7.0% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 181.54K | +7.0% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 160.81K | +70.5% | $9.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 160.81K | +70.5% | $9.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 76.40K | +51.4% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 28.72K | +296.7% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 27.10K | -0.9% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 19.31K | +86.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 15.36K | +60.6% | $863,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 11.77K | +22.7% | $666,234 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | First Trust Advisors Lp | 10.16K | New | $570,823 | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 9.79K | New | $550,310 | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 9.50K | 0.0% | $533,900 | 0.0% | Held | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 7.62K | New | $428,132 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 7.57K | -1.0% | $425,265 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 6.78K | +25.6% | $381,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 6.78K | +25.6% | $381,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Creative Planning | 6.52K | 0.0% | $366,536 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Barclays Plc | 3.55K | +56.0% | $199,566 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.79K | New | $100,164 | 0.0% | New | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 1.70K | 0.0% | $95,540 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 993 | 0.0% | $55,807 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 192 | New | $10,790 | 0.0% | New | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 63 | 0.0% | $3,541 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| First Trust Advisors Lp | $570,823 | 0.0% |
| Citadel Advisors | $550,310 | 0.0% |
| HighTower Advisors, LLC | $428,132 | 0.0% |
| JPMorgan Chase | $100,164 | 0.0% |
| Wells Fargo & Company/Mn | $10,790 | 0.0% |
Exited
| Bank Of Montreal /Can/ | $300,961 | was 0.0% |
| UBS Group AG | $36,326 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 129 holders, 4.22M shares, $215.18M 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.