FTCA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.0% ·
share flow +17.7% ·
net new positions +11.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +2 | 6.86M | $50.92M | +4 | −2 |
| Q1 2026 | 26 | 0 | 5.52M | $40.19M | +2 | −2 |
| Q4 2025 | 26 | +3 | 4.36M | $31.92M | +3 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 976.04K | — | $7.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 725.76K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 725.76K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 670.36K | — | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 652.39K | New | $4.78M | 0.0% | New | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 187.08K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 155.38K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 153.01K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 111.30K | — | $814,739 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 111.30K | — | $814,739 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 111.30K | — | $814,739 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 104.21K | — | $762,785 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 98.22K | — | $718,963 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 95.04K | — | $695,670 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 76.28K | — | $558,370 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 72.93K | — | $533,870 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 72.93K | — | $533,870 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 72.93K | — | $533,870 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 61.30K | — | $448,687 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 50.00K | — | $366,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 39.82K | — | $292,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 33.08K | — | $242,113 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 25.07K | — | $183,505 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 22.07K | — | $161,523 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 18.22K | — | $133,378 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 15.41K | — | $112,779 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 9.26K | — | $67,905 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 5.48K | — | $40,122 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.50K | New | $18,337 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.50K | New | $18,337 | 0.0% | New | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 386 | — | $2,826 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 113 | New | $827 | 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
| Morgan Stanley | $4.78M | 0.0% |
| JPMorgan Chase | $18,337 | 0.0% |
| JPMorgan Chase | $18,337 | 0.0% |
| Fidelity (FMR) | $827 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 7.77M shares, $56.39M 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.