FMUB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +0.4% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | +1 | 585.60K | $30.11M | +1 | — |
| Q1 2026 | 9 | 0 | 1.50M | $76.11M | +2 | −2 |
| Q4 2025 | 9 | -1 | 1.72M | $87.54M | — | −1 |
| Q3 2025 | 3 | 0 | 484.82K | $24.66M | — | — |
| Q2 2025 | 2 | +1 | 445.28K | $22.14M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.02M | — | $52.05M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 448.31K | +1.1% | $22.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 146.90K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 42.70K | +18.3% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 22.55K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 14.93K | — | $761,089 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 14.93K | — | $761,089 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 9.55K | — | $486,720 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 6.59K | — | $336,082 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Hrt Financial Lp | 4.92K | — | $250,000 | 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
| Citadel Advisors | $256,996 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 2.08M shares, $105.30M 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.