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Security record · archived quarter

FPF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024
24Tracked holders
-1Δ holders
13.85MShares held
$258.14MReported value
+0New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.0% · share flow +3.8% · net new positions -4.2%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 24 -3 14.52M $263.89M −3
Q1 2026 28 +4 14.39M $253.67M +5 −1
Q4 2025 24 -1 13.85M $258.14M −1
Q3 2025 2 +1 8.69M $166.36M +1
Q1 2025 1 0 10.01K $184,102
Q4 2024 1 0 23.28K $419,076
Q3 2024 1 +1 67.73K $1.32M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 9.20M +6.0% $171.42M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 9.20M +6.0% $171.42M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 9.20M +6.0% $171.42M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 9.20M +6.0% $171.42M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 9.20M +6.0% $171.42M 0.0% ▲ Add 2 SEC ↗
6 Wells Fargo & Company/Mn 1.15M $21.52M 0.0% n/c 1 SEC ↗
7 Wells Fargo & Company/Mn 1.15M $21.52M 0.0% n/c 1 SEC ↗
8 LPL Financial LLC 949.34K $17.70M 0.0% n/c 1 SEC ↗
9 Invesco Ltd. 746.62K $13.92M 0.0% n/c 1 SEC ↗
10 Invesco Ltd. 746.62K $13.92M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 695.05K $12.96M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 695.05K $12.96M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 695.05K $12.96M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 695.05K $12.96M 0.0% n/c 1 SEC ↗
15 Stifel Financial Corp 167.94K $3.13M 0.0% n/c 1 SEC ↗
16 Stifel Financial Corp 167.94K $3.13M 0.0% n/c 1 SEC ↗
17 UBS Group AG 152.64K $2.85M 0.0% n/c 1 SEC ↗
18 UBS Group AG 152.64K $2.85M 0.0% n/c 1 SEC ↗
19 UBS Group AG 152.64K $2.85M 0.0% n/c 1 SEC ↗
20 Osaic Holdings, Inc. 143.11K $2.67M 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 143.11K $2.67M 0.0% n/c 1 SEC ↗
22 Baird Financial Group, Inc. 100.14K $1.87M 0.0% n/c 1 SEC ↗
23 Raymond James Financial Inc 87.63K $1.63M 0.0% n/c 1 SEC ↗
24 Raymond James Financial Inc 87.63K $1.63M 0.0% n/c 1 SEC ↗
25 Bank Of America Corp /De/ 86.60K $1.61M 0.0% n/c 1 SEC ↗
26 Bank Of America Corp /De/ 86.60K $1.61M 0.0% n/c 1 SEC ↗
27 Cetera Investment Advisers 67.49K $1.26M 0.0% n/c 1 SEC ↗
28 Envestnet Asset Management Inc 51.23K $954,846 0.0% n/c 1 SEC ↗
29 Jane Street Group, Llc 46.97K $875,428 0.0% n/c 1 SEC ↗
30 Ameriprise Financial Inc 39.66K $763,769 0.0% n/c 1 SEC ↗
31 Commonwealth Equity Services, Llc 38.78K $722,870 0.0% n/c 1 SEC ↗
32 Lido Advisors, LLC 33.85K $648,323 0.0% n/c 1 SEC ↗
33 Cwm, Llc 23.19K $432,000 0.0% n/c 1 SEC ↗
34 Rockefeller Capital Management L.P. 20.32K $378,708 0.0% n/c 1 SEC ↗
35 Wealth Enhancement Advisory… 18.92K $353,658 0.0% n/c 1 SEC ↗
36 Susquehanna International Group, Llp 15.66K $291,884 0.0% n/c 1 SEC ↗
37 Truist Financial Corp 10.12K $188,543 0.0% n/c 1 SEC ↗
38 Truist Financial Corp 10.12K $188,543 0.0% n/c 1 SEC ↗
39 Northwestern Mutual Wealth… 303 $5,648 0.0% n/c 1 SEC ↗
40 Assetmark, Inc 9 $168 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

Millennium Management $265,534 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 118 holders, 18.68M shares, $297.18M 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: Q4 2025 · Methodology · Get this via the API