Security record · archived quarter
FPX
name pending profile ingest
48Tracked holders
+6Δ holders
2.55MShares held
$405.67MReported value
+8New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow -0.3% ·
net new positions +12.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 14.17K | $2.53M | n/a | n/a |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 603.10K | -8.3% | $95.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 423.85K | -8.4% | $67.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 334.97K | -1.7% | $53.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 204.24K | +43.3% | $32.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 179.65K | -5.2% | $28.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 112.98K | +57.7% | $17.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 91.34K | -8.3% | $14.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 86.69K | +3.6% | $13.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 83.40K | -6.3% | $13.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 57.75K | +12.2% | $9.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 52.60K | +18.3% | $8.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 52.43K | +9.0% | $8.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 47.81K | +53.4% | $7.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 40.82K | +26.6% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 25.12K | +0.9% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 24.53K | +46.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 17.07K | New | $2.71M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 15.44K | -34.3% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 13.27K | New | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 11.36K | -20.6% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 9.11K | -0.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 8.13K | +2.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 7.85K | -1.4% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 7.09K | -42.2% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 6.80K | +0.3% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 6.49K | +0.1% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.94K | +3.8% | $625,661 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 3.02K | +10.5% | $480,419 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 2.80K | -66.5% | $444,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 2.45K | -42.7% | $388,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 2.29K | +4.7% | $364,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Kayne Anderson Rudnick Investment… | 2.05K | 0.0% | $326,109 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 2.01K | 0.0% | $319,386 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 34 | Cibc World Market Inc. | 1.93K | -10.7% | $306,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 1.79K | -0.4% | $285,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northern Trust Corp | 1.78K | New | $282,999 | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | Mercer Global Advisors Inc /Adv | 1.52K | -41.4% | $240,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 950 | 0.0% | $150,870 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Citigroup Inc | 760 | 0.0% | $120,655 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 711 | -17.8% | $112,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 533 | 0.0% | $84,646 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 410 | 0.0% | $65,112 | 0.0% | Held | 2 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 350 | New | $55,584 | 0.0% | New | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 342 | 0.0% | $52,163 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 286 | New | $45,420 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fifth Third Bancorp | 199 | New | $31,603 | 0.0% | New | 1 | SEC ↗ |
| 47 | Simplex Trading, Llc | 17 | New | $2,699 | 0.0% | New | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 8 | New | $1,270 | 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
| Citadel Advisors | $2.71M | 0.0% |
| Two Sigma Investments | $2.11M | 0.0% |
| Northern Trust Corp | $282,999 | 0.0% |
| UBS AM, a distinct business… | $55,584 | 0.0% |
| Qube Research & Technologies… | $45,420 | 0.0% |
| Fifth Third Bancorp | $31,603 | 0.0% |
| Simplex Trading, Llc | $2,699 | 0.0% |
| Russell Investments Group… | $1,270 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $8.18M | was 0.0% |
| AQR Capital Management | $213,812 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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