Security record · archived quarter
FPF
name pending profile ingest
24Tracked holders
-3Δ holders
14.52MShares held
$263.89MReported value
+0New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +1.1% ·
net new positions -12.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.82M | +0.8% | $178.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.82M | +0.8% | $178.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.82M | +0.8% | $178.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.82M | +0.8% | $178.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.82M | +0.8% | $178.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.21M | -0.6% | $22.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.21M | -0.6% | $22.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 979.06K | +3.2% | $17.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 753.67K | +1.9% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 753.67K | +1.9% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 753.67K | +1.9% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 659.56K | +3.9% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 659.56K | +3.9% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 188.73K | +5.1% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 149.38K | -5.8% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 149.38K | -5.8% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 105.25K | -5.9% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 105.25K | -5.9% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 102.35K | +2.8% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 94.86K | -1.4% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 93.67K | -1.1% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 93.67K | -1.1% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 77.97K | +8.0% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 73.69K | +29.2% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 49.66K | +320.8% | $902,363 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 49.66K | +320.8% | $902,363 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 35.76K | -3.4% | $649,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 33.85K | 0.0% | $615,145 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 31.05K | -1.8% | $564,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 26.88K | -11.2% | $488,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 26.88K | -11.2% | $488,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 19.13K | +11.3% | $344,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 14.18K | -37.7% | $257,669 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 2.62K | +765.4% | $47,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 667 | +390.4% | $12,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 88 | 0.0% | $1,588 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 9 | 0.0% | $164 | 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
| No new tracked buyers this quarter. |
Exited
| Jane Street Group, Llc | $297,436 | was 0.0% |
| BlackRock | $9,890 | was 0.0% |
| UBS AM, a distinct business… | $1,745 | 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: Q2 2026 ·
Methodology ·
Get this via the API