FRTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -19.8% ·
net new positions +6.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.27M | +7.5% | $24.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wealth Enhancement Advisory… | 449.46K | -66.5% | $8.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 430.05K | -15.3% | $8.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 294.02K | -10.4% | $5.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 216.96K | +66.8% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 59.06K | +57.1% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 34.61K | +1.9% | $674,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 30.09K | +3.1% | $586,211 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 27.71K | +55.8% | $539,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 25.94K | New | $505,272 | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 15.58K | New | $303,432 | 0.0% | New | 1 | SEC ↗ |
| 12 | Hrt Financial Lp | 14.97K | New | $291,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 14.05K | +2.3% | $273,732 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 14.20K | +113.4% | $270,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 11.23K | New | $218,819 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cwm, Llc | 1.95K | -14.3% | $37,967 | 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
| Susquehanna International… | $505,272 | 0.0% |
| Cetera Investment Advisers | $303,432 | 0.0% |
| Hrt Financial Lp | $291,000 | 0.0% |
| Jane Street Group, Llc | $218,819 | 0.0% |
Exited
| Bank Of America Corp /De/ | $1,474 | was 0.0% |
| Osaic Holdings, Inc. | $70 | was 0.0% |
| Morgan Stanley | $39 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.