FMHI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.6% ·
share flow +1.1% ·
net new positions +3.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.60M | $115.80M | n/a | n/a |
| Q2 2026 | 33 | +2 | 9.14M | $443.02M | +4 | −2 |
| Q1 2026 | 32 | +3 | 8.62M | $410.28M | +4 | −1 |
| Q4 2025 | 29 | +1 | 8.53M | $409.07M | +1 | n/a |
| Q3 2025 | 4 | 0 | 1.46M | $69.23M | n/a | n/a |
| Q2 2025 | 2 | +1 | 25.36K | $1.18M | +1 | n/a |
| Q1 2025 | 1 | 0 | 7.88K | $376,943 | +1 | −1 |
| Q4 2024 | 1 | 0 | 23.95K | $1.16M | n/a | n/a |
| Q3 2024 | 1 | +1 | 10.04K | $495,927 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.60M | n/a | $76.99M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.32M | +9.7% | $63.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.17M | n/a | $55.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.15M | n/a | $54.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 645.75K | n/a | $30.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Citigroup Inc | 411.00K | n/a | $19.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 324.50K | n/a | $15.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 307.20K | n/a | $14.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 277.94K | n/a | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 186.95K | -22.6% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 181.42K | n/a | $8.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 133.83K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | HighTower Advisors, LLC | 129.12K | n/a | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 128.29K | n/a | $6.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 113.12K | n/a | $5.42M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 110.53K | n/a | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 75.94K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 58.18K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 57.48K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 41.83K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 30.89K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 18.35K | New | $879,644 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 15.42K | +148.0% | $739,292 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 12.11K | n/a | $580,625 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 7.97K | n/a | $382,060 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mariner, LLC | 6.83K | n/a | $327,296 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 6.67K | n/a | $319,531 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 6.10K | n/a | $292,400 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 5.08K | 0.0% | $243,398 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $879,644 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 13.49M shares, $605.71M 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.