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Security record

FNDB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
39Tracked holders
+1Δ holders
3.28MShares held
$99.83MReported value
+4New positions
−4Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.6% · share flow +4.6% · net new positions 0.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 39 +1 3.28M $99.83M +4 −4
Q1 2026 39 +3 3.79M $102.82M +4 −1
Q4 2025 36 +1 3.57M $94.89M +1 —
Q3 2025 5 0 987.83K $25.43M +1 −1
Q2 2025 2 0 40.22K $964,544 — —
Q1 2025 1 +1 56.40K $1.30M +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 477.42K +9.8% $14.54M 0.0% ▲ Add 3 SEC ↗ ×2
2 Morgan Stanley ✦ 434.81K -1.1% $13.24M 0.0% ▼ Trim 4 SEC ↗ ×4
3 Raymond James Financial Inc 305.56K +1.5% $9.31M 0.0% ▲ Add 3 SEC ↗ ×2
4 Envestnet Asset Management Inc 296.60K +6.8% $9.03M 0.0% ▲ Add 3 SEC ↗
5 Mml Investors Services, Llc 217.29K +26.6% $6.62M 0.0% ▲ Add 3 SEC ↗
6 Mariner, LLC 209.90K +4.5% $6.39M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 194.87K +149.8% $5.94M 0.0% ▲ Add 3 SEC ↗ ×4
8 Jones Financial Companies Lllp 182.67K +31.1% $5.55M 0.0% ▲ Add 3 SEC ↗
9 UBS Group AG 111.61K -3.8% $3.40M 0.0% ▼ Trim 3 SEC ↗
10 LPL Financial LLC 104.74K +0.2% $3.19M 0.0% ▲ Add 3 SEC ↗
11 Ameriprise Financial Inc 91.39K +4.5% $2.78M 0.0% ▲ Add 3 SEC ↗
12 Commonwealth Equity Services, Llc 76.25K -9.0% $2.32M 0.0% ▼ Trim 3 SEC ↗
13 Quantinno Capital Management LP 66.85K +31.2% $2.04M 0.0% ▲ Add 2 SEC ↗
14 Cetera Investment Advisers 54.94K +2.6% $1.67M 0.0% ▲ Add 3 SEC ↗
15 Wealth Enhancement Advisory… 51.54K +1.2% $1.58M 0.0% ▲ Add 3 SEC ↗
16 Captrust Financial Advisors 50.85K -1.4% $1.55M 0.0% ▼ Trim 3 SEC ↗
17 Creative Planning 47.65K -10.8% $1.45M 0.0% ▼ Trim 3 SEC ↗
18 AQR Capital Management ✦ 45.16K -7.5% $1.38M 0.0% ▼ Trim 4 SEC ↗
19 Susquehanna International Group, Llp 44.07K -57.9% $1.34M 0.0% ▼ Trim 2 SEC ↗
20 Mercer Global Advisors Inc /Adv 38.96K 0.0% $1.19M 0.0% ▲ Add 3 SEC ↗
21 JPMorgan Chase ✦ 38.07K +24.2% $1.16M 0.0% ▲ Add 4 SEC ↗ ×3
22 Fidelity (FMR) ✦ 20.93K -8.3% $637,447 0.0% ▼ Trim 5 SEC ↗
23 Stifel Financial Corp 19.12K +0.2% $582,482 0.0% ▲ Add 3 SEC ↗
24 Nuveen, LLC 15.27K New $465,232 0.0% New 1 SEC ↗
25 Royal Bank Of Canada 13.48K -43.4% $410,000 0.0% ▼ Trim 3 SEC ↗ ×2
26 BlackRock ✦ (passive) 11.56K 0.0% $352,253 0.0% Held 3 SEC ↗
27 Chevy Chase Trust Holdings, LLC 10.21K 0.0% $310,936 0.0% Held 3 SEC ↗
28 UBS AM, a distinct business unit of… 9.55K 0.0% $291,045 0.0% Held 3 SEC ↗
29 Northwestern Mutual Wealth… 8.61K -6.3% $262,139 0.0% ▼ Trim 3 SEC ↗
30 Lido Advisors, LLC 8.56K -1.6% $260,844 0.0% ▼ Trim 3 SEC ↗
31 Brown Advisory Inc 6.84K New $208,346 0.0% New 1 SEC ↗
32 Pnc Financial Services Group, Inc. 6.23K -16.2% $189,796 0.0% ▼ Trim 3 SEC ↗ ×2
33 Rockefeller Capital Management L.P. 4.65K 0.0% $141,639 0.0% Held 3 SEC ↗
34 Bank Of Montreal /Can/ 600 +246.8% $18,276 0.0% ▲ Add 2 SEC ↗
35 Fifth Third Bancorp 432 +44.0% $13,159 0.0% ▲ Add 2 SEC ↗
36 National Bank Of Canada /Fi/ 185 New $5,606 0.0% New 1 SEC ↗
37 Russell Investments Group, Ltd. 145 0.0% $4,417 0.0% Held 3 SEC ↗
38 Bnp Paribas Financial Markets 5 New $152 0.0% New 1 SEC ↗
39 Wells Fargo & Company/Mn 1 0.0% $45 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

Exited

HighTower Advisors, LLC $17.79M was 0.0%
Corient Private Wealth LP $1.45M was 0.0%
Goldman Sachs Group $566,168 was 0.0%
Focus Partners Wealth $239,432 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 169 holders, 12.18M shares, $316.40M 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: Q2 2026 · Methodology · Get this via the API