FTQI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +0.1% ·
net new positions +5.0%
— 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 | 22 | +5 | 9.23M | $203.97M | +6 | −1 |
| Q1 2026 | 18 | -2 | 7.50M | $149.35M | +1 | −3 |
| Q4 2025 | 20 | +1 | 7.50M | $156.11M | +1 | — |
| Q3 2025 | 1 | -1 | 4.56K | $93,914 | — | −1 |
| Q2 2025 | 1 | +1 | 402.80K | $7.88M | +1 | — |
| Q4 2024 | 1 | 0 | 20.00K | $416,400 | +1 | −1 |
| Q3 2024 | 1 | 0 | 14.99K | $306,975 | — | — |
| Q2 2024 | 1 | — | 26.31K | $537,290 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.19M | — | $66.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.01M | — | $41.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 1.14M | — | $23.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 312.31K | — | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 203.56K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 132.66K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 114.26K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | First Trust Advisors Lp | 75.21K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 66.76K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 50.52K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 47.94K | — | $998,111 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 40.44K | — | $842,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 32.86K | — | $684,182 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 32.02K | — | $667,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 16.88K | — | $351,526 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 12.11K | — | $252,062 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 11.25K | — | $235,913 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 10.00K | New | $208,200 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 4.56K | 0.0% | $94,931 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | UBS Group AG | 80 | — | $1,666 | 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 | $208,200 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 13.15M shares, $253.36M 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.