FTMS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +9.2% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 10.28M | $102.08M | +2 | −1 |
| Q1 2026 | 17 | +1 | 9.42M | $93.27M | +2 | −1 |
| Q4 2025 | 16 | +2 | 11.42M | $113.65M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 6.71M | +8.0% | $66.59M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 686.42K | +6.6% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 597.22K | -9.5% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 597.22K | -9.5% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 597.22K | -9.5% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 570.45K | -1.9% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 485.38K | -13.0% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 481.70K | +1486.3% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 481.70K | +1486.3% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 332.65K | +23.1% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 80.56K | +7.0% | $801,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 80.56K | +7.0% | $801,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 80.56K | +7.0% | $801,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 74.55K | +21.3% | $741,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 67.40K | +111.0% | $670,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 53.67K | New | $533,748 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 47.60K | -3.8% | $473,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 44.27K | -20.1% | $440,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 42.25K | New | $420,219 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.88K | -94.1% | $29,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.38K | -2.2% | $23,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 0 | — | $0 | 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 | $533,748 | 0.0% |
| Envestnet Asset Management Inc | $420,219 | 0.0% |
Exited
| Mariner, LLC | $1.32M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 10.78M shares, $106.74M 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.