FSMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow -2.4% ·
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 Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.41M | +0.4% | $88.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Corient Private Wealth LP | 2.45M | — | $49.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.42M | — | $28.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 880.02K | — | $17.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 685.88K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 479.56K | — | $9.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 477.99K | — | $9.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 461.23K | — | $9.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 458.78K | — | $9.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 387.36K | — | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 299.55K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 223.21K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 214.53K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 214.08K | -56.0% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 199.11K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 147.03K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 50.75K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 40.55K | — | $812,845 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 32.26K | — | $646,748 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 10.69K | — | $214,193 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 10.12K | — | $202,826 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 4.89K | — | $98,020 | 0.0% | n/c | 1 | SEC ↗ ×3 |
“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
| Citadel Advisors | $1.11M | was 0.0% |
| Goldman Sachs Group | $336,260 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 137 holders, 22.74M shares, $443.68M 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.