FTMS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -17.5% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 6.22M | -25.5% | $61.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 660.02K | +44.8% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Cetera Investment Advisers | 643.95K | +8.9% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 581.29K | +36.2% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 557.68K | -20.7% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 270.31K | +1.2% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 133.46K | -21.5% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 75.33K | -3.9% | $745,912 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Mml Investors Services, Llc | 61.47K | -17.6% | $608,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 55.39K | -41.9% | $548,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 49.46K | New | $489,877 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 48.77K | +125.6% | $483,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 31.95K | New | $316,432 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 30.37K | +21.0% | $300,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 3.36K | 0.0% | $33,300 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 2.44K | -4.8% | $24,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 0 | -100.0% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $489,877 | 0.0% |
| Jane Street Group, Llc | $316,432 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $2,095 | 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.