FTSD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -6.6% ·
net new positions +4.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +1 | 1.39M | $126.02M | +2 | −1 |
| Q1 2026 | 20 | -1 | 1.36M | $123.44M | +1 | −2 |
| Q4 2025 | 21 | +1 | 1.54M | $139.95M | +1 | — |
| Q3 2025 | 4 | 0 | 222.30K | $20.24M | — | — |
| Q2 2025 | 2 | 0 | 14.90K | $1.35M | — | — |
| Q1 2025 | 2 | +1 | 17.39K | $1.58M | +1 | — |
| Q4 2024 | 1 | 0 | 18.36K | $1.66M | — | — |
| Q3 2024 | 1 | 0 | 9.69K | $884,642 | — | — |
| Q2 2024 | 1 | — | 24.82K | $2.24M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 466.24K | — | $42.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 360.01K | — | $32.76M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Franklin Resources Inc | 360.01K | — | $32.76M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Franklin Resources Inc | 360.01K | — | $32.76M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Franklin Resources Inc | 360.01K | — | $32.76M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Franklin Resources Inc | 360.01K | — | $32.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Franklin Resources Inc | 360.01K | — | $32.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 222.03K | — | $20.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 222.03K | — | $20.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 117.69K | — | $10.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 117.69K | — | $10.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 104.51K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 104.51K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 51.35K | -66.1% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 41.22K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 35.44K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 28.50K | +63.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 25.36K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 24.01K | -49.7% | $2.18M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 23.31K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 23.31K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 10.22K | — | $930,276 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 10.22K | — | $930,276 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 10.08K | +81.4% | $917,745 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.09K | — | $645,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 7.09K | — | $645,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 3.57K | — | $325,088 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cibc World Market Inc. | 2.73K | — | $248,366 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 2.38K | — | $216,605 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 1.47K | — | $133,634 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 470 | — | $42,794 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 55 | New | $5,006 | 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
| JPMorgan Chase | $5,006 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 2.07M shares, $175.85M 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.