Security record · archived quarter
FRTY
name pending profile ingest
15Tracked holders
0Δ holders
3.64MShares held
$78.21MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · 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 | 14 | -1 | 3.08M | $75.67M | +2 | −3 |
| Q1 2026 | 16 | +1 | 2.91M | $56.83M | +4 | −3 |
| Q4 2025 | 15 | 0 | 3.64M | $78.21M | — | — |
| Q3 2025 | 1 | — | 1 | $27 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.34M | — | $29.95M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 1.18M | — | $24.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 507.94K | — | $10.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 328.05K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 328.05K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 130.10K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 37.60K | — | $791,712 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 33.98K | — | $716,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 29.19K | — | $614,587 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 17.78K | — | $374,343 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 13.74K | — | $289,323 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 6.65K | — | $140,093 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 2.27K | — | $48,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 70 | — | $1,474 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3 | — | $70 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1 | 0.0% | $39 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 4.10M shares, $83.85M 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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