FPA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 1.19M | New | $63.45M | 0.0% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 50.02K | -6.4% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 44.06K | +704.8% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 23.66K | New | $1.27M | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 15.74K | -14.1% | $842,565 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cibc World Market Inc. | 9.24K | New | $494,525 | 0.0% | New | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 8.48K | -77.7% | $453,796 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 6.75K | +95.7% | $361,063 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 4.67K | New | $250,210 | 0.0% | New | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 3.84K | New | $205,754 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 2.95K | +56.5% | $158,110 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 12 | Wells Fargo & Company/Mn | 20 | New | $1,070 | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 8 | New | $0 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| First Trust Advisors Lp | $63.45M | 0.0% |
| Raymond James Financial Inc | $1.27M | 0.0% |
| Cibc World Market Inc. | $494,525 | 0.0% |
| Commonwealth Equity Services… | $250,210 | 0.0% |
| Truist Financial Corp | $205,754 | 0.0% |
| Wells Fargo & Company/Mn | $1,070 | 0.0% |
| Royal Bank Of Canada | $0 | 0.0% |
Exited
| UBS Group AG | $10,608 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 508.59K shares, $22.12M 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.