FTMS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +0.2% ·
net new positions +12.5%
— 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 | 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… | 8.34M | — | $83.09M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 703.33K | — | $6.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 591.32K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 455.69K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 455.69K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 455.69K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 426.77K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 267.15K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 170.04K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 161.62K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 95.31K | — | $946,408 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 78.39K | — | $778,378 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 78.39K | — | $778,378 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 74.55K | — | $740,278 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 25.10K | New | $249,253 | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 21.61K | — | $215,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 21.61K | — | $215,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 3.36K | — | $33,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2.56K | New | $25,421 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 211 | — | $2,095 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $249,253 | 0.0% |
| Fidelity (FMR) | $25,421 | 0.0% |
Exited
| No tracked exits this quarter. |
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.