FPXI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +30.0% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 842.21K | New | $70.53M | 0.0% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 518.17K | +11.9% | $43.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 274.23K | +4.9% | $22.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 162.05K | +5.6% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 82.91K | New | $6.94M | 0.0% | New | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 76.17K | +150.4% | $6.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 50.91K | +30.8% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 36.91K | +45.0% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 33.52K | -19.3% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 32.16K | +32.4% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 27.42K | +25.5% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 23.97K | +3.3% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 17.17K | -2.4% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 16.73K | +13.1% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 12.81K | +185.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 12.16K | -40.4% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 10.58K | +58.7% | $885,737 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 5.68K | New | $475,894 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 3.39K | -14.3% | $284,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 2.72K | New | $227,437 | 0.0% | New | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 583 | +58200.0% | $47,887 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Us Bancorp \De\ | 186 | -11.8% | $15,576 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 107 | -61.2% | $8,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 91 | 0.0% | $7,620 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 82 | +1.2% | $6,894 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Fifth Third Bancorp | 60 | -20.0% | $5,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 10 | 0.0% | $837 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| First Trust Advisors Lp | $70.53M | 0.0% |
| Jane Street Group, Llc | $6.94M | 0.0% |
| Truist Financial Corp | $475,894 | 0.0% |
| Stifel Financial Corp | $227,437 | 0.0% |
Exited
| HighTower Advisors, LLC | $1.61M | was 0.0% |
| Mariner, LLC | $202,030 | was 0.0% |
| Citigroup Inc | $58,658 | was 0.0% |
| Jones Financial Companies Lllp | $8,906 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 1.67M shares, $97.61M 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.