FRTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +5.7% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.09M | -14.1% | $27.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 1.09M | -14.1% | $27.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 481.60K | +12.0% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 471.61K | +4.9% | $11.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 294.35K | +0.1% | $7.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 294.35K | +0.1% | $7.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 291.61K | +952.4% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 245.46K | +13.1% | $6.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 70.00K | +18.5% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 48.28K | +240.0% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 35.23K | +1.8% | $874,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 20.63K | +32.5% | $512,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 13.04K | -7.2% | $323,620 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 12.38K | -58.9% | $307,262 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3 | New | $83 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1 | New | $36 | 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
| Osaic Holdings, Inc. | $83 | 0.0% |
| Morgan Stanley | $36 | 0.0% |
Exited
| Susquehanna International… | $505,272 | was 0.0% |
| Hrt Financial Lp | $291,000 | was 0.0% |
| Jane Street Group, Llc | $218,819 | 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.