Security record · archived quarter
FMF
name pending profile ingest
13Tracked holders
0Δ holders
1.93MShares held
$90.75MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 2.43M | $122.04M | +3 | −2 |
| Q1 2026 | 15 | +2 | 2.20M | $111.41M | +3 | −1 |
| Q4 2025 | 13 | 0 | 1.93M | $90.75M | — | — |
| Q3 2025 | 1 | — | 169 | $8,290 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 497.11K | — | $23.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 474.57K | — | $22.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 330.60K | — | $15.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Assetmark, Inc | 182.29K | — | $8.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | First Trust Advisors Lp | 155.52K | — | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 87.64K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 87.64K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 69.33K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 69.33K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 49.94K | +29451.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 49.94K | +29451.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 41.83K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 41.83K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 41.83K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 16.55K | — | $778,730 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 8.54K | — | $402,042 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 7.54K | — | $355,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.54K | — | $355,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 7.28K | — | $342,734 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 4.08M shares, $189.18M 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: Q4 2025 ·
Methodology ·
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