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Security record

FTRB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
12Tracked holders
0Δ holders
7.96MShares held
$199.74MReported value
+1New positions
−1Exits
Strongly Rising 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 12 0 7.96M $199.74M +1 −1
Q1 2026 12 -3 6.11M $153.56M +1 −4
Q4 2025 15 0 3.75M $95.29M
Q3 2025 1 0 102.19K $2.59M
Q2 2025 1 0 60.97K $1.53M
Q1 2025 1 0 20.41K $511,245
Q4 2024 1 0 14.65K $361,537
Q3 2024 1 0 11.90K $306,968
Q2 2024 1 17.38K $430,602
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Truist Financial Corp 2.96M +15.7% $74.17M 0.1% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 2.11M +65.2% $53.06M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 2.11M +65.2% $53.06M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 2.11M +65.2% $53.06M 0.0% ▲ Add 3 SEC ↗
5 Envestnet Asset Management Inc 874.34K +8.4% $21.94M 0.0% ▲ Add 3 SEC ↗
6 Osaic Holdings, Inc. 820.58K +77.7% $20.60M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 820.58K +77.7% $20.60M 0.0% ▲ Add 3 SEC ↗
8 Mml Investors Services, Llc 519.58K +17.7% $13.04M 0.0% ▲ Add 3 SEC ↗
9 Wealth Enhancement Advisory… 305.72K +30.8% $7.63M 0.0% ▲ Add 3 SEC ↗
10 Commonwealth Equity Services, Llc 182.35K -0.7% $4.58M 0.0% ▼ Trim 3 SEC ↗
11 Stifel Financial Corp 87.31K -6.9% $2.19M 0.0% ▼ Trim 3 SEC ↗
12 Goldman Sachs Group 45.51K +130.8% $1.14M 0.0% ▲ Add 2 SEC ↗
13 Citadel Advisors 43.30K New $1.09M 0.0% New 1 SEC ↗
14 LPL Financial LLC 11.18K -26.9% $280,662 0.0% ▼ Trim 3 SEC ↗
15 Royal Bank Of Canada 1.09K 0.0% $27,000 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

Citadel Advisors $1.09M 0.0%

Exited

Cetera Investment Advisers $368,557 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 16.94M shares, $423.06M 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: Q2 2026 · Methodology · Get this via the API