Security record · archived quarter
FPX
name pending profile ingest
42Tracked holders
+1Δ holders
2.56MShares held
$419.23MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +0.4% ·
net new positions +2.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | -4 | 2.82M | $582.07M | +3 | −8 |
| Q1 2026 | 48 | +6 | 2.55M | $405.67M | +8 | −2 |
| Q4 2025 | 42 | +1 | 2.56M | $419.23M | +1 | n/a |
| Q3 2025 | 4 | 0 | 667.49K | $110.91M | +1 | −1 |
| Q2 2025 | 2 | +1 | 7.62K | $1.10M | +1 | n/a |
| Q4 2024 | 1 | 0 | 18.70K | $2.23M | n/a | n/a |
| Q3 2024 | 1 | 0 | 12.52K | $1.38M | n/a | n/a |
| Q2 2024 | 1 | n/a | 48.88K | $4.86M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 657.73K | -0.3% | $107.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 462.77K | n/a | $75.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 340.79K | n/a | $55.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 189.50K | n/a | $31.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 142.49K | n/a | $23.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Osaic Holdings, Inc. | 99.64K | n/a | $16.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 88.97K | n/a | $14.56M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 83.66K | n/a | $13.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 71.66K | n/a | $11.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | UBS Group AG | 51.45K | n/a | $8.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 50.00K | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 48.08K | n/a | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 44.46K | n/a | $7.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 32.24K | n/a | $5.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 31.16K | n/a | $5.10M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 24.90K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 23.51K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 16.78K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Goldman Sachs Group ✦ | 14.30K | New | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 12.27K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 9.15K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 8.34K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 7.96K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 7.93K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 6.78K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 6.49K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 4.27K | n/a | $698,214 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 3.80K | +4.4% | $621,139 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 2.74K | n/a | $447,963 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 2.59K | n/a | $423,578 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 2.19K | n/a | $358,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cibc World Market Inc. | 2.16K | n/a | $354,009 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Kayne Anderson Rudnick Investment… | 2.05K | n/a | $335,960 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 2.01K | n/a | $329,019 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Financial Engines Advisors L.L.C. | 1.80K | n/a | $294,953 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 1.31K | -51.3% | $213,812 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 950 | n/a | $155,411 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 865 | n/a | $141,505 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 760 | n/a | $124,255 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 533 | n/a | $87,193 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 410 | n/a | $67,072 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 342 | -78.4% | $56,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $2.34M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 209 holders, 3.67M shares, $561.14M 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 ·
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