FTMU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +30.0% ·
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.08M | +653.4% | $16.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 1.70M | +63.1% | $13.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 682.47K | +32.8% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 364.36K | -5.6% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 359.38K | +39.2% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 327.11K | +44.2% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 315.97K | +12.6% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 281.75K | +34.7% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 268.17K | +100.5% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 256.97K | -0.3% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 229.97K | -7.1% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 213.21K | +80.0% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 152.63K | +1.5% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 98.50K | +81.1% | $781,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 78.83K | +91.7% | $625,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Citigroup Inc | 78.70K | +64.6% | $624,099 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Focus Partners Wealth | 51.44K | New | $407,951 | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 48.58K | 0.0% | $385,255 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 48.37K | New | $383,603 | 0.0% | New | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 42.46K | 0.0% | $336,716 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Mariner, LLC | 30.07K | -39.0% | $238,496 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 29.35K | New | $232,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fisher Asset Management ✦ | 25.89K | New | $205,275 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 15.75K | +1.0% | $124,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 15.53K | +18.0% | $123,149 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 14.22K | +0.4% | $112,781 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 13.00K | New | $103,090 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 10.19K | +1.0% | $80,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 4.99K | 0.0% | $39,555 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.58K | +7.3% | $12,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 808 | New | $6,407 | 0.0% | New | 1 | SEC ↗ |
| 32 | Franklin Resources Inc | 2 | 0.0% | $16 | 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
| Focus Partners Wealth | $407,951 | 0.0% |
| Envestnet Asset Management Inc | $383,603 | 0.0% |
| Hrt Financial Lp | $232,000 | 0.0% |
| Fisher Asset Management | $205,275 | 0.0% |
| Goldman Sachs Group | $103,090 | 0.0% |
| Assetmark, Inc | $6,407 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $83,624 | was 0.0% |
| JPMorgan Chase | $10,631 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 6.01M shares, $44.58M 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.