★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

FTNY

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025
23Tracked holders
-1Δ holders
3.41MShares held
$26.60MReported value
+4New positions
−5Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.2% · share flow +7.5% · net new positions -4.3% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 +1 187.27K $1.36M +1 n/a
Q2 2026 24 +2 4.28M $34.13M +4 −2
Q1 2026 23 -1 3.41M $26.60M +4 −5
Q4 2025 24 +3 3.17M $24.88M +3 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 814.17K +44.7% $6.35M 0.0% ▲ Add 2 SEC ↗
2 LPL Financial LLC 430.30K +14.5% $3.36M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 364.10K +23.5% $2.84M 0.0% ▲ Add 2 SEC ↗ ×3
4 Jane Street Group, Llc 288.94K -51.1% $2.25M 0.0% ▼ Trim 2 SEC ↗
5 Raymond James Financial Inc 282.14K -1.4% $2.20M 0.0% ▼ Trim 2 SEC ↗ ×2
6 Wells Fargo & Company/Mn 245.14K -2.8% $1.91M 0.0% ▼ Trim 2 SEC ↗ ×2
7 UBS Group AG 158.60K -11.3% $1.24M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Citigroup Inc 115.49K +316.3% $900,791 0.0% ▲ Add 2 SEC ↗
9 Commonwealth Equity Services, Llc 101.66K +23.3% $792,960 0.0% ▲ Add 2 SEC ↗
10 Goldman Sachs Group ✦ 97.89K New $763,511 0.0% New 1 SEC ↗
11 Ameriprise Financial Inc 96.21K +7.3% $750,465 0.0% ▲ Add 2 SEC ↗
12 Envestnet Asset Management Inc 87.41K +6.4% $681,798 0.0% ▲ Add 2 SEC ↗
13 Royal Bank Of Canada 75.39K +32.3% $588,000 0.0% ▲ Add 2 SEC ↗ ×2
14 Osaic Holdings, Inc. 73.49K -10.3% $573,193 0.0% ▼ Trim 2 SEC ↗ ×2
15 Cetera Investment Advisers 47.48K +58.1% $370,318 0.0% ▲ Add 2 SEC ↗
16 Mml Investors Services, Llc 43.40K New $338,534 0.0% New 1 SEC ↗
17 Northwestern Mutual Wealth… 27.92K -21.1% $217,760 0.0% ▼ Trim 2 SEC ↗
18 Stifel Financial Corp 18.22K +10.5% $142,116 0.0% ▲ Add 2 SEC ↗ ×2
19 Jones Financial Companies Lllp 15.34K 0.0% $119,007 0.0% Held 2 SEC ↗
20 Susquehanna International Group, Llp 11.14K -46.0% $86,869 0.0% ▼ Trim 2 SEC ↗
21 Creative Planning 10.69K New $83,353 0.0% New 1 SEC ↗
22 Fidelity (FMR) ✦ 3.48K 0.0% $27,109 0.0% Held 2 SEC ↗
23 Cwm, Llc 1.67K New $13,016 0.0% New 1 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 $763,511 0.0%
Mml Investors Services, Llc $338,534 0.0%
Creative Planning $83,353 0.0%
Cwm, Llc $13,016 0.0%

Exited

Cerity Partners LLC $306,049 was 0.0%
HighTower Advisors, LLC $136,848 was 0.0%
Hrt Financial Lp $125,000 was 0.0%
Us Bancorp \De\ $72,213 was 0.0%
JPMorgan Chase $46,701 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 5.30M shares, $39.50M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API