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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
33Tracked holders
-3Δ holders
20.55MShares held
$104.82MReported value
+4New positions
−7Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -8.3% · share flow -11.2% · net new positions -9.1% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 n/a n/a
Q3 2025 2 -1 1.09M $7.54M n/a −1
Q2 2025 1 +1 16.29K $118,236 +1 n/a
Q3 2024 2 +1 183.22K $1.16M +1 n/a
Q2 2024 1 n/a 25.22K $160,645 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 6.17M -11.8% $31.45M 0.0% ▼ Trim 2 SEC ↗
2 LPL Financial LLC 2.29M -10.0% $11.69M 0.0% ▼ Trim 2 SEC ↗
3 Cetera Investment Advisers 2.26M -22.1% $11.55M 0.0% ▼ Trim 2 SEC ↗
4 Envestnet Asset Management Inc 2.21M +69.3% $11.29M 0.0% ▲ Add 2 SEC ↗
5 Rockefeller Capital Management L.P. 1.58M +22.2% $8.07M 0.0% ▲ Add 2 SEC ↗ ×3
6 Morgan Stanley ✦ 1.52M -7.8% $7.74M 0.0% ▼ Trim 3 SEC ↗ ×2
7 Osaic Holdings, Inc. 1.11M -6.4% $5.65M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Raymond James Financial Inc 952.53K -5.5% $4.86M 0.0% ▼ Trim 2 SEC ↗ ×2
9 Invesco Ltd. 502.55K +10.3% $2.56M 0.0% ▲ Add 2 SEC ↗ ×2
10 Mariner, LLC 340.67K -11.7% $1.74M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Royal Bank Of Canada 171.59K +0.1% $875,000 0.0% ▲ Add 2 SEC ↗ ×2
12 Jane Street Group, Llc 165.22K -69.0% $842,602 0.0% ▼ Trim 2 SEC ↗ ×2
13 Wealth Enhancement Advisory… 146.54K -28.6% $742,958 0.0% ▼ Trim 2 SEC ↗
14 Creative Planning 140.70K +0.8% $717,550 0.0% ▲ Add 2 SEC ↗
15 UBS Group AG 136.72K -16.9% $697,283 0.0% ▼ Trim 2 SEC ↗ ×3
16 HighTower Advisors, LLC 135.38K +214.8% $690,437 0.0% ▲ Add 2 SEC ↗
17 Cwm, Llc 114.19K -59.4% $582,372 0.0% ▼ Trim 2 SEC ↗
18 Cerity Partners LLC 104.80K +406.6% $534,470 0.0% ▲ Add 2 SEC ↗ ×2
19 Susquehanna International Group, Llp 93.56K +67.5% $477,182 0.0% ▲ Add 2 SEC ↗ ×2
20 Captrust Financial Advisors 59.33K -32.6% $301,889 0.0% ▼ Trim 2 SEC ↗
21 Focus Partners Wealth 57.29K -6.6% $292,186 0.0% ▼ Trim 2 SEC ↗
22 Northwestern Mutual Wealth… 50.56K +0.7% $257,873 0.0% ▲ Add 2 SEC ↗
23 Citadel Advisors ✦ 46.71K New $238,236 0.0% New 1 SEC ↗
24 Stifel Financial Corp 40.02K -92.8% $204,098 0.0% ▼ Trim 2 SEC ↗
25 Nomura Holdings Inc 25.00K -33.6% $127,500 0.0% ▼ Trim 2 SEC ↗
26 Mercer Global Advisors Inc /Adv 21.80K -72.2% $111,190 0.0% ▼ Trim 2 SEC ↗
27 Truist Financial Corp 20.08K 0.0% $102,418 0.0% Held 2 SEC ↗
28 Tidal Investments LLC 19.28K New $98,328 0.0% New 1 SEC ↗
29 Hrt Financial Lp 17.70K New $90,000 0.0% New 1 SEC ↗
30 Lido Advisors, LLC 15.64K New $79,779 0.0% New 1 SEC ↗
31 Us Bancorp \De\ 14.15K -6.6% $72,165 0.0% ▼ Trim 2 SEC ↗
32 Wells Fargo & Company/Mn 13.26K +1770.5% $67,635 0.0% ▲ Add 2 SEC ↗ ×2
33 Russell Investments Group, Ltd. 844 -44.0% $4,307 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

Citadel Advisors $238,236 0.0%
Tidal Investments LLC $98,328 0.0%
Hrt Financial Lp $90,000 0.0%
Lido Advisors, LLC $79,779 0.0%

Exited

First Trust Advisors Lp $2.98M was 0.0%
Bank of New York Mellon Corp $1.77M was 0.0%
Baird Financial Group, Inc. $793,466 was 0.0%
Jones Financial Companies Lllp $49,291 was 0.0%
JPMorgan Chase $42,223 was 0.0%
Pnc Financial Services Group… $19,732 was 0.0%
Bank Of America Corp /De/ $6,193 was 0.0%

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: Q1 2026 · Methodology · Get this via the API