Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

FNK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
23Tracked holders
+3Δ holders
1.02MShares held
$58.45MReported value
+5New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.0% · share flow +4.6% · net new positions +13.0%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 -3 1.07M $65.35M +1 −4
Q1 2026 23 +3 1.02M $58.45M +5 −2
Q4 2025 20 0 979.27K $54.50M +1 −1
Q3 2025 3 0 275.06K $15.20M
Q2 2025 2 -1 29.06K $1.50M −1
Q1 2025 2 +1 39.25K $1.98M +1
Q4 2024 1 0 26.65K $1.43M
Q3 2024 1 0 10.18K $554,767
Q2 2024 1 37.71K $1.92M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 258.61K +9.4% $14.76M 0.0% ▲ Add 2 SEC ↗
2 Wells Fargo & Company/Mn 258.61K +9.4% $14.76M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 235.56K -0.2% $13.44M 0.0% ▼ Trim 3 SEC ↗
4 Morgan Stanley 235.56K -0.2% $13.44M 0.0% ▼ Trim 3 SEC ↗
5 LPL Financial LLC 137.59K +4.0% $7.85M 0.0% ▲ Add 2 SEC ↗
6 Cetera Investment Advisers 105.57K +17.3% $6.03M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 58.78K +9.9% $3.35M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 58.78K +9.9% $3.35M 0.0% ▲ Add 2 SEC ↗
9 UBS Group AG 51.14K -1.1% $2.92M 0.0% ▼ Trim 2 SEC ↗
10 UBS Group AG 51.14K -1.1% $2.92M 0.0% ▼ Trim 2 SEC ↗
11 Osaic Holdings, Inc. 50.44K -1.6% $2.88M 0.0% ▼ Trim 2 SEC ↗
12 Osaic Holdings, Inc. 50.44K -1.6% $2.88M 0.0% ▼ Trim 2 SEC ↗
13 Jones Financial Companies Lllp 37.13K +0.9% $2.09M 0.0% ▲ Add 2 SEC ↗
14 Jones Financial Companies Lllp 37.13K +0.9% $2.09M 0.0% ▲ Add 2 SEC ↗
15 Susquehanna International Group, Llp 27.84K -6.8% $1.59M 0.0% ▼ Trim 2 SEC ↗
16 Royal Bank Of Canada 22.95K -0.2% $1.31M 0.0% ▼ Trim 2 SEC ↗
17 Commonwealth Equity Services, Llc 16.41K +1.6% $936,823 0.0% ▲ Add 2 SEC ↗
18 Citadel Advisors 6.60K New $376,522 0.0% New 1 SEC ↗
19 HighTower Advisors, LLC 5.13K New $292,640 0.0% New 1 SEC ↗
20 Envestnet Asset Management Inc 4.42K +5.6% $252,326 0.0% ▲ Add 2 SEC ↗
21 Rockefeller Capital Management L.P. 2.89K +0.5% $164,925 0.0% ▲ Add 2 SEC ↗
22 Northwestern Mutual Wealth… 1.29K +130.2% $73,455 0.0% ▲ Add 2 SEC ↗
23 UBS AM, a distinct business unit of… 807 New $46,060 0.0% New 1 SEC ↗
24 Bank Of Montreal /Can/ 568 New $32,418 0.0% New 1 SEC ↗
25 Us Bancorp \De\ 371 +44.9% $21,175 0.0% ▲ Add 2 SEC ↗
26 Fifth Third Bancorp 272 New $15,524 0.0% New 1 SEC ↗
27 Pnc Financial Services Group, Inc. 158 0.0% $9,018 0.0% Held 2 SEC ↗
28 Russell Investments Group, Ltd. 24 0.0% $1,370 0.0% Held 2 SEC ↗
29 Fidelity (FMR) 3 0.0% $171 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

Citadel Advisors $376,522 0.0%
HighTower Advisors, LLC $292,640 0.0%
UBS AM, a distinct business… $46,060 0.0%
Bank Of Montreal /Can/ $32,418 0.0%
Fifth Third Bancorp $15,524 0.0%

Exited

Stifel Financial Corp $587,973 was 0.0%
Two Sigma Investments $200,335 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 59 holders, 2.57M shares, $145.46M 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: Q1 2026 · Methodology · Get this via the API