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Security record · archived quarter

FSCO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q3 2024 Q2 2024
36Tracked holders
0Δ holders
23.15MShares held
$145.90MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.5% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 32 +1 22.25M $111.01M +3 −3
Q1 2026 33 -3 20.55M $104.82M +4 −7
Q4 2025 36 0 23.15M $145.90M — —
Q3 2025 2 -1 1.09M $7.54M — −1
Q2 2025 1 +1 16.29K $118,236 +1 —
Q3 2024 2 +1 183.22K $1.16M +1 —
Q2 2024 1 — 25.22K $160,645 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 6.99M — $44.03M 0.1% n/c 1 SEC ↗
2 Cetera Investment Advisers 2.91M — $18.33M 0.0% n/c 1 SEC ↗
3 LPL Financial LLC 2.55M — $16.04M 0.0% n/c 1 SEC ↗
4 Morgan Stanley ✦ 1.65M +52.9% $10.38M 0.0% ▲ Add 2 SEC ↗ ×3
5 Envestnet Asset Management Inc 1.31M — $8.24M 0.0% n/c 1 SEC ↗
6 Rockefeller Capital Management L.P. 1.30M — $8.16M 0.0% n/c 1 SEC ↗ ×2
7 Osaic Holdings, Inc. 1.18M — $7.46M 0.0% n/c 1 SEC ↗ ×3
8 Raymond James Financial Inc 1.01M — $6.35M 0.0% n/c 1 SEC ↗ ×2
9 Stifel Financial Corp 555.11K — $3.50M 0.0% n/c 1 SEC ↗
10 Jane Street Group, Llc 533.00K — $3.36M 0.0% n/c 1 SEC ↗ ×2
11 First Trust Advisors Lp 472.69K — $2.98M 0.0% n/c 1 SEC ↗
12 Invesco Ltd. 455.59K — $2.87M 0.0% n/c 1 SEC ↗ ×2
13 Mariner, LLC 385.69K — $2.43M 0.0% n/c 1 SEC ↗ ×2
14 Cwm, Llc 280.99K — $1.77M 0.0% n/c 1 SEC ↗
15 Bank of New York Mellon Corp 280.85K — $1.77M 0.0% n/c 1 SEC ↗ ×3
16 Wealth Enhancement Advisory… 205.37K — $1.32M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 171.37K — $1.08M 0.0% n/c 1 SEC ↗ ×3
18 UBS Group AG 164.43K — $1.04M 0.0% n/c 1 SEC ↗ ×3
19 Creative Planning 139.53K — $879,033 0.0% n/c 1 SEC ↗
20 Baird Financial Group, Inc. 125.95K — $793,466 0.0% n/c 1 SEC ↗
21 Captrust Financial Advisors 87.98K — $554,293 0.0% n/c 1 SEC ↗
22 Mercer Global Advisors Inc /Adv 78.28K — $493,153 0.0% n/c 1 SEC ↗
23 Focus Partners Wealth 61.32K — $425,701 0.0% n/c 1 SEC ↗
24 Susquehanna International Group, Llp 55.85K — $351,880 0.0% n/c 1 SEC ↗
25 Northwestern Mutual Wealth… 50.23K — $316,473 0.0% n/c 1 SEC ↗
26 HighTower Advisors, LLC 43.00K — $270,928 0.0% n/c 1 SEC ↗
27 Nomura Holdings Inc 37.66K — $237,258 0.0% n/c 1 SEC ↗
28 Cerity Partners LLC 20.69K — $130,328 0.0% n/c 1 SEC ↗
29 Truist Financial Corp 20.08K — $126,517 0.0% n/c 1 SEC ↗
30 Us Bancorp \De\ 15.15K — $95,445 0.0% n/c 1 SEC ↗
31 Jones Financial Companies Lllp 7.82K — $49,291 0.0% n/c 1 SEC ↗
32 JPMorgan Chase ✦ 6.70K -50.0% $42,223 0.0% ▼ Trim 2 SEC ↗
33 Pnc Financial Services Group, Inc. 3.13K — $19,732 0.0% n/c 1 SEC ↗
34 Russell Investments Group, Ltd. 1.51K — $9,497 0.0% n/c 1 SEC ↗
35 Bank Of America Corp /De/ 983 — $6,193 0.0% n/c 1 SEC ↗
36 Wells Fargo & Company/Mn 709 — $4,466 0.0% n/c 1 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): 275 holders, 70.47M shares, $319.75M 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 · Get this via the API