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Security record

FTCA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
27Tracked holders
+2Δ holders
6.86MShares held
$50.92MReported value
+4New positions
−2Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.0% · share flow +24.5% · net new positions +7.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.66M +14.1% $12.35M 0.0% ▲ Add 3 SEC ↗
2 Commonwealth Equity Services, Llc 1.20M +58.7% $8.89M 0.0% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 966.27K +16.8% $7.17M 0.0% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 966.27K +16.8% $7.17M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 966.27K +16.8% $7.17M 0.0% ▲ Add 3 SEC ↗
6 Morgan Stanley 964.67K +19.0% $7.16M 0.0% ▲ Add 3 SEC ↗
7 Jones Financial Companies Lllp 223.36K +85.8% $1.66M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 218.72K +19.4% $1.62M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 218.72K +19.4% $1.62M 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 218.72K +19.4% $1.62M 0.0% ▲ Add 3 SEC ↗
11 Wells Fargo & Company/Mn 198.18K +74.2% $1.47M 0.0% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 198.18K +74.2% $1.47M 0.0% ▲ Add 3 SEC ↗
13 Wells Fargo & Company/Mn 198.18K +74.2% $1.47M 0.0% ▲ Add 3 SEC ↗
14 Ameriprise Financial Inc 179.30K +6.4% $1.33M 0.0% ▲ Add 3 SEC ↗
15 UBS Group AG 162.00K -14.2% $1.20M 0.0% ▼ Trim 3 SEC ↗
16 Royal Bank Of Canada 146.66K +169.2% $1.09M 0.0% ▲ Add 3 SEC ↗
17 Osaic Holdings, Inc. 134.37K +23.3% $997,056 0.0% ▲ Add 3 SEC ↗
18 Jane Street Group, Llc 132.59K +22.5% $983,847 0.0% ▲ Add 3 SEC ↗
19 Cetera Investment Advisers 117.43K -29.1% $871,323 0.0% ▼ Trim 3 SEC ↗
20 Creative Planning 117.01K +9.5% $868,217 0.0% ▲ Add 3 SEC ↗
21 Citigroup Inc 108.00K 0.0% $801,360 0.0% Held 3 SEC ↗
22 Goldman Sachs Group 93.86K New $696,426 0.0% New 1 SEC ↗
23 Us Bancorp \De\ 46.24K 0.0% $343,116 0.0% Held 3 SEC ↗
24 Susquehanna International Group, Llp 40.13K New $297,734 0.0% New 1 SEC ↗
25 Susquehanna International Group, Llp 40.13K New $297,734 0.0% New 1 SEC ↗
26 Envestnet Asset Management Inc 33.16K +0.2% $246,078 0.0% ▲ Add 3 SEC ↗
27 Fifth Third Bancorp 27.59K 0.0% $204,747 0.0% Held 2 SEC ↗
28 Northwestern Mutual Wealth… 21.83K +19.8% $161,956 0.0% ▲ Add 3 SEC ↗
29 Rockefeller Capital Management L.P. 18.29K +18.7% $135,704 0.0% ▲ Add 3 SEC ↗
30 Lido Advisors, LLC 17.97K New $133,315 0.0% New 1 SEC ↗
31 Assetmark, Inc 16.93K 0.0% $125,643 0.0% Held 3 SEC ↗
32 Citadel Advisors 15.47K New $114,810 0.0% New 1 SEC ↗
33 Franklin Resources Inc 386 0.0% $2,864 0.0% Held 3 SEC ↗
34 Fidelity (FMR) 113 0.0% $838 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $696,426 0.0%
Susquehanna International… $297,734 0.0%
Susquehanna International… $297,734 0.0%
Lido Advisors, LLC $133,315 0.0%
Citadel Advisors $114,810 0.0%

Exited

Mariner, LLC $565,943 was 0.0%
Bank Of Montreal /Can/ $5,940 was 0.0%

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.

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: Q2 2026 · Methodology · Get this via the API