FTPA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +15.3% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 304.39K | +213.4% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 155.34K | +7.3% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 142.15K | +34.9% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 71.53K | +131.4% | $626,621 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 64.43K | -1.8% | $564,381 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 37.13K | -42.0% | $325,270 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 34.91K | +3.9% | $305,797 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 32.27K | -81.3% | $282,694 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 22.81K | +0.2% | $199,831 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 19.31K | +233.3% | $169,026 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 11.08K | 0.0% | $97,035 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 8.15K | -45.5% | $71,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 7.50K | -32.0% | $65,673 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Fidelity (FMR) ✦ | 3.40K | +33870.0% | $29,758 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $113,717 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 1.22M shares, $9.26M 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.