Security record · archived quarter
FPXI
name pending profile ingest
24Tracked holders
0Δ holders
1.18MShares held
$69.55MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% — formula
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 | 28 | +1 | 2.27M | $190.01M | +4 | −3 |
| Q1 2026 | 28 | +4 | 1.19M | $73.67M | +4 | — |
| Q4 2025 | 24 | 0 | 1.18M | $69.55M | — | — |
| Q3 2025 | 3 | 0 | 206.30K | $12.36M | — | — |
| Q2 2025 | 1 | — | 17 | $960 | — | — |
| Q2 2024 | 1 | — | 41.32K | $1.94M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 440.65K | — | $26.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 204.28K | -0.9% | $12.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 204.28K | -0.9% | $12.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 141.71K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 141.71K | — | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 93.68K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 45.60K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 45.60K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 45.60K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 36.54K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 31.39K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 31.39K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 25.36K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 25.36K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 25.21K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 24.23K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 23.40K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 23.40K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 18.10K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 18.10K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 18.09K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 11.52K | — | $681,286 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 10.65K | — | $630,145 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 10.65K | — | $630,145 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 10.54K | — | $623,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 6.24K | — | $369,248 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 3.97K | — | $234,850 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 3.45K | — | $203,856 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 950 | — | $56,183 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 315 | — | $18,629 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 91 | — | $5,382 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 81 | -12.0% | $4,810 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1 | -50.0% | $97 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
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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