FTF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -0.4% ·
net new positions -16.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 7.71M | $44.65M | +3 | −1 |
| Q1 2026 | 24 | -4 | 8.00M | $46.62M | +3 | −7 |
| Q4 2025 | 28 | 0 | 8.03M | $49.36M | +1 | −1 |
| Q3 2025 | 3 | +1 | 3.03M | $19.30M | +1 | — |
| Q2 2025 | 1 | — | 34.98K | $224,597 | — | — |
| Q4 2024 | 1 | +1 | 12.82K | $84,997 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.39M | +5.3% | $19.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.39M | +5.3% | $19.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.39M | +5.3% | $19.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.39M | +5.3% | $19.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.55M | +3.2% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 747.47K | -5.0% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 747.47K | -5.0% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 690.51K | -4.8% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 690.51K | -4.8% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Allspring Global Investments… | 472.92K | +0.2% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 229.44K | -5.2% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 229.44K | -5.2% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 192.93K | +5.4% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 182.84K | +2.9% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 101.09K | +36.2% | $589,366 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 90.53K | -1.4% | $527,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 68.16K | +3.9% | $397,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 68.16K | +3.9% | $397,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 63.17K | 0.0% | $368,260 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 58.28K | -0.3% | $339,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 58.28K | -0.3% | $339,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 58.08K | -20.0% | $338,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 58.08K | -20.0% | $338,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 27.22K | +4.2% | $158,713 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 27.22K | +4.2% | $158,713 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Brown Advisory Inc | 23.20K | 0.0% | $135,250 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 17.19K | New | $100,214 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 12.72K | +1.1% | $74,151 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 11.95K | -9.4% | $68,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.41K | New | $8,244 | 0.0% | New | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 1.28K | 0.0% | $7,462 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Cwm, Llc | 242 | 0.0% | $1,411 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 233 | New | $1,358 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 44 | 0.0% | $257 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Truist Financial Corp | $100,214 | 0.0% |
| Fifth Third Bancorp | $8,244 | 0.0% |
| Rockefeller Capital… | $1,358 | 0.0% |
Exited
| Jane Street Group, Llc | $499,528 | was 0.0% |
| Balyasny Asset Management L.P. | $260,280 | was 0.0% |
| Nomura Holdings Inc | $188,577 | was 0.0% |
| HighTower Advisors, LLC | $142,483 | was 0.0% |
| Susquehanna International… | $118,578 | was 0.0% |
| Citadel Advisors | $84,089 | was 0.0% |
| Jones Financial Companies Lllp | $14,391 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 14.70M shares, $78.23M 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.