Security record · archived quarter
FMBH
name pending profile ingest
82Tracked holders
+4Δ holders
9.52MShares held
$392.12MReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +5.1% ·
share flow +5.1% ·
net new positions +4.9%
· 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | -2 | 10.45M | $502.34M | +4 | −6 |
| Q1 2026 | 82 | +4 | 9.52M | $392.12M | +7 | −3 |
| Q4 2025 | 78 | 0 | 9.45M | $368.54M | n/a | n/a |
| Q3 2025 | 17 | -1 | 5.79M | $219.19M | n/a | −1 |
| Q2 2025 | 15 | 0 | 5.03M | $188.64M | +1 | −1 |
| Q1 2025 | 12 | +2 | 1.80M | $62.74M | +2 | n/a |
| Q4 2024 | 10 | +1 | 1.61M | $59.17M | +2 | −1 |
| Q3 2024 | 8 | +2 | 1.09M | $42.31M | +2 | n/a |
| Q2 2024 | 6 | n/a | 957.06K | $31.47M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.07M | -1.7% | $85.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×13 |
| 2 | Dimensional Fund Advisors Lp | 1.10M | +5.5% | $45.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 932.76K | n/a | $38.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | American Century Companies Inc | 656.25K | +6.4% | $27.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 561.55K | +2.8% | $23.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 525.12K | -1.1% | $21.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Boston Partners | 463.05K | +423.2% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wellington Management ✦ | 442.45K | +0.2% | $18.22M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 9 | Northern Trust Corp | 218.42K | +4.6% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Manufacturers Life Insurance… | 206.76K | -1.6% | $8.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 181.54K | -3.7% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Charles Schwab Investment… | 178.47K | -0.4% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 179.95K | -19.7% | $7.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Hotchkis & Wiley Capital Management… | 162.26K | -4.2% | $6.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 114.17K | +2.6% | $4.70M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 16 | Russell Investments Group, Ltd. | 107.53K | +1.3% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Bank of New York Mellon Corp | 103.58K | -1.6% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Wells Fargo & Company/Mn | 81.26K | -1.6% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Creative Planning | 67.68K | -6.5% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 62.44K | +92.9% | $2.57M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Millennium Management ✦ | 51.10K | +143.8% | $2.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 50.85K | -39.8% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 23 | Hrt Financial Lp | 46.97K | +332.0% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Swiss National Bank | 45.90K | +7.5% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 45.23K | -19.1% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 41.15K | +0.5% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Fisher Asset Management ✦ | 39.40K | +15.7% | $1.62M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 36.48K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Prudential Financial Inc | 31.64K | +59.1% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Victory Capital Management Inc | 31.20K | -0.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 30.07K | -12.4% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 28.98K | -3.0% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Tudor Investment Corp Et Al | 28.04K | -24.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 27.93K | +59.3% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 27.65K | +81.1% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Invesco Ltd. | 26.77K | +2.7% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 37 | Hsbc Holdings Plc | 26.64K | -55.7% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Principal Financial Group Inc | 24.56K | New | $1.01M | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Franklin Resources Inc | 23.63K | +79.4% | $973,484 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | Rhumbline Advisers | 22.78K | -2.3% | $938,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 21.29K | New | $877,059 | 0.0% | New | 1 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 21.12K | +18.7% | $869,809 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 20.93K | -36.6% | $816,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | California State Teachers… | 19.54K | -0.8% | $804,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mariner, LLC | 18.24K | +46.6% | $751,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Legal & General Group Plc | 17.86K | -19.9% | $735,818 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Cetera Investment Advisers | 17.56K | -24.0% | $723,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 16.55K | +26.3% | $682,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 49 | Jane Street Group, Llc | 16.51K | -59.8% | $680,170 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Squarepoint Ops LLC | 16.48K | New | $679,017 | 0.0% | New | 1 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 15.67K | New | $645,447 | 0.0% | New | 1 | SEC ↗ |
| 52 | Sei Investments Co | 13.88K | +61.7% | $571,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Canada Pension Plan Investment Board | 13.80K | 0.0% | $568,422 | 0.0% | Held | 2 | SEC ↗ |
| 54 | State Of Wisconsin Investment Board | 13.78K | -11.0% | $567,516 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Janus Henderson Group Plc | 13.59K | +84.7% | $560,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Connor, Clark & Lunn Investment… | 12.14K | +15.4% | $500,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Fifth Third Bancorp | 11.71K | +6163.6% | $482,459 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Barclays Plc | 10.92K | -75.5% | $449,918 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.20K | +0.7% | $420,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Universal- Beteiligungs- und… | 10.08K | 0.0% | $415,113 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 9.47K | +61.4% | $390,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Us Bancorp \De\ | 9.02K | +931.5% | $371,328 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Arrowstreet Capital ✦ | 8.95K | -17.7% | $368,486 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 64 | First Trust Advisors Lp | 8.94K | -9.4% | $368,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | New York State Common Retirement… | 7.99K | 0.0% | $329,026 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 7.74K | +44.2% | $318,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 7.70K | -3.1% | $317,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Cwm, Llc | 6.35K | +1.0% | $261,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | LPL Financial LLC | 6.19K | New | $254,884 | 0.0% | New | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 5.79K | 0.0% | $238,490 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Osaic Holdings, Inc. | 5.50K | 0.0% | $226,339 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Pictet Asset Management Holding SA | 5.08K | New | $209,080 | 0.0% | New | 1 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 4.46K | +23.5% | $183,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 3.98K | +26.1% | $163,800 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 75 | Citigroup Inc | 3.63K | +46.7% | $149,479 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 76 | Federated Hermes, Inc. | 3.03K | +23.5% | $124,970 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Jones Financial Companies Lllp | 2.81K | +366.9% | $112,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 1.47K | +7.0% | $60,550 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 79 | BNP Paribas Asset Management… | 338 | +43.8% | $13,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Assetmark, Inc | 174 | New | $7,167 | 0.0% | New | 1 | SEC ↗ |
| 81 | Optiver Holding B.V. | 88 | -54.2% | $3,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Royal Bank Of Canada | 15 | -98.5% | $1,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Principal Financial Group Inc | $1.01M | 0.0% |
| Mercer Global Advisors Inc… | $877,059 | 0.0% |
| Squarepoint Ops LLC | $679,017 | 0.0% |
| Point72 Asset Management | $645,447 | 0.0% |
| LPL Financial LLC | $254,884 | 0.0% |
| Pictet Asset Management… | $209,080 | 0.0% |
| Assetmark, Inc | $7,167 | 0.0% |
Exited
| Renaissance Technologies | $865,800 | was 0.0% |
| Qube Research & Technologies… | $537,459 | was 0.0% |
| D. E. Shaw & Co. | $344,643 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 13.72M shares, $543.30M 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.
Oct 16
SC 13D/A: EPL LINCO Trust
4.7% of class · View original SEC filing ↗
Jul 28
SC 13G/A: BlackRock, Inc.
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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