FTQI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +24.6% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +6 | 9.30M | $205.52M | +7 | −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 | 4.21M | +17.6% | $92.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.83M | +15.5% | $62.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.83M | +15.5% | $62.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 445.94K | +22.4% | $9.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 315.87K | +40.4% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 280.30K | New | $6.19M | 0.0% | New | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 234.85K | +37.6% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 186.19K | -24.9% | $4.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 186.19K | -24.9% | $4.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 179.77K | +244.3% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 131.89K | +6.3% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 108.16K | New | $2.39M | 0.0% | New | 1 | SEC ↗ |
| 13 | First Trust Advisors Lp | 99.03K | +5.8% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 73.72K | +14.8% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 69.96K | New | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 53.28K | +261.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 20.53K | New | $453,478 | 0.0% | New | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 15.89K | +44.2% | $351,021 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 13.14K | +17.6% | $293,580 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 12.99K | 0.0% | $287,031 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 9.87K | New | $218,028 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 6.71K | 0.0% | $148,276 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 4.08K | -10.4% | $90,222 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 4.08K | -10.4% | $90,222 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 292 | New | $6,316 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 267 | New | $5,898 | 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
| Two Sigma Investments | $6.19M | 0.0% |
| Jane Street Group, Llc | $2.39M | 0.0% |
| HighTower Advisors, LLC | $1.55M | 0.0% |
| Truist Financial Corp | $453,478 | 0.0% |
| Focus Partners Wealth | $218,028 | 0.0% |
| Jones Financial Companies Lllp | $6,316 | 0.0% |
| UBS Group AG | $5,898 | 0.0% |
Exited
| Mariner, LLC | $608,384 | was 0.0% |
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.