FSMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.6% ·
share flow +4.4% ·
net new positions +12.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.15M | +16.6% | $102.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.27M | +59.4% | $45.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Corient Private Wealth LP | 1.05M | -57.0% | $21.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 949.37K | +7.9% | $18.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 678.12K | -1.1% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 552.00K | +157.3% | $11.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 509.79K | +6.7% | $10.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 460.52K | +0.4% | $9.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 414.12K | -10.2% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 377.83K | -2.5% | $7.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 323.01K | -32.6% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 273.17K | +37.2% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 210.25K | -1.8% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 204.54K | -31.7% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 197.78K | New | $3.95M | 0.0% | New | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 192.57K | -13.7% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 137.43K | -6.5% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 86.92K | New | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 46.22K | -8.9% | $922,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 30.49K | -5.5% | $609,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 17.14K | -57.7% | $342,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 10.80K | +1.1% | $215,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 10.66K | New | $212,794 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 10.20K | +0.8% | $203,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 2.77K | -43.4% | $55,269 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $3.95M | 0.0% |
| Fifth Third Bancorp | $1.73M | 0.0% |
| Susquehanna International… | $212,794 | 0.0% |
Exited
| No tracked exits this quarter. |
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.