Security record · archived quarter
FTXO
name pending profile ingest
37Tracked holders
+6Δ holders
4.73MShares held
$171.12MReported value
+9New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +19.4% ·
share flow +30.0% ·
net new positions +16.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.75K | $261,341 | n/a | −1 |
| Q2 2026 | 35 | -1 | 3.79M | $156.79M | +2 | −3 |
| Q1 2026 | 37 | +6 | 4.73M | $171.12M | +9 | −3 |
| Q4 2025 | 31 | 0 | 3.35M | $126.54M | +1 | −1 |
| Q3 2025 | 5 | -1 | 570.94K | $20.33M | n/a | −1 |
| Q2 2025 | 3 | +2 | 58.60K | $1.94M | +2 | n/a |
| Q3 2024 | 1 | 0 | 17.96K | $522,248 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.25K | $218,977 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 847.95K | +88.8% | $30.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 698.95K | -2.5% | $25.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 608.39K | +19.0% | $22.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Two Sigma Investments ✦ | 372.50K | New | $13.47M | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 297.44K | +216.2% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 288.15K | +10.4% | $10.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 282.99K | +92.5% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 220.10K | +5.4% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 202.22K | -23.7% | $7.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 159.14K | +990.2% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 129.15K | -10.9% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 107.08K | +39.4% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 91.12K | -12.3% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Assetmark, Inc | 79.86K | -21.9% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 78.41K | +118.0% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 72.59K | +188.6% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 39.03K | -6.6% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 33.38K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 19.15K | -27.9% | $692,717 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 17.87K | -54.8% | $646,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 15.28K | -4.8% | $552,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 14.44K | New | $522,403 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citigroup Inc | 11.56K | +3.7% | $418,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 7.93K | -17.0% | $290,622 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.03K | -52.3% | $280,959 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Cwm, Llc | 6.53K | +1927.0% | $236,082 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Hrt Financial Lp | 6.19K | New | $223,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 5.89K | +10.5% | $212,779 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 5.56K | -2.7% | $201,106 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 1.62K | New | $58,451 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 1.16K | New | $42,102 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 827 | New | $29,913 | 0.0% | New | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 235 | +305.2% | $8,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 179 | -26.9% | $6,474 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Allspring Global Investments… | 167 | 0.0% | $6,082 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Simplex Trading, Llc | 85 | New | $3,074 | 0.0% | New | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 47 | New | $1,700 | 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 | $13.47M | 0.0% |
| Jane Street Group, Llc | $1.21M | 0.0% |
| D. E. Shaw & Co. | $522,403 | 0.0% |
| Hrt Financial Lp | $223,000 | 0.0% |
| BlackRock | $58,451 | 0.0% |
| Rockefeller Capital… | $42,102 | 0.0% |
| Fifth Third Bancorp | $29,913 | 0.0% |
| Simplex Trading, Llc | $3,074 | 0.0% |
| Russell Investments Group… | $1,700 | 0.0% |
Exited
| Us Bancorp \De\ | $693,160 | was 0.0% |
| Blair William & Co/Il | $11,941 | was 0.0% |
| Qube Research & Technologies… | $1,738 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 123 holders, 6.71M shares, $230.94M 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: Q1 2026 ·
Methodology ·
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