FPF
name pending profile ingest
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.20M | +6.0% | $171.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 1.15M | n/a | $21.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 949.34K | n/a | $17.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 746.62K | n/a | $13.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 695.05K | n/a | $12.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Stifel Financial Corp | 167.94K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 152.64K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 143.11K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Baird Financial Group, Inc. | 100.14K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 87.63K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 86.60K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 67.49K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 51.23K | n/a | $954,846 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 46.97K | n/a | $875,428 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 39.66K | n/a | $763,769 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 38.78K | n/a | $722,870 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 33.85K | n/a | $648,323 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 23.19K | n/a | $432,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 20.32K | n/a | $378,708 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 18.92K | n/a | $353,658 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 15.66K | n/a | $291,884 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 10.12K | n/a | $188,543 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 303 | n/a | $5,648 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 9 | n/a | $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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.