FUMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +6.3% ·
net new positions -5.0%
— formula
Concentrated accumulation — rising shares among fewer 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 | 20 | -1 | 4.81M | $96.47M | +1 | −2 |
| Q1 2026 | 22 | +4 | 4.52M | $90.71M | +4 | — |
| Q4 2025 | 18 | -1 | 4.34M | $86.97M | — | −1 |
| Q3 2025 | 4 | +1 | 1.37M | $27.56M | +1 | — |
| Q1 2025 | 1 | +1 | 10.82K | $217,508 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 778.24K | +17.7% | $15.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 778.24K | +17.7% | $15.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 669.70K | +3.1% | $13.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 669.70K | +3.1% | $13.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 652.48K | -25.8% | $13.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 646.31K | +121.8% | $12.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 348.01K | +0.6% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 344.08K | +89.2% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 344.08K | +89.2% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 344.08K | +89.2% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 337.93K | +22.0% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 337.93K | +22.0% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 229.25K | +8.0% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 171.09K | -37.9% | $3.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 171.09K | -37.9% | $3.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 125.28K | -3.9% | $2.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 124.37K | 0.0% | $2.49M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 94.74K | -14.0% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 89.30K | -2.9% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 79.47K | -15.4% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 44.65K | +82.0% | $895,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 19.12K | New | $383,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 19.03K | -67.2% | $381,667 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 18.86K | -0.1% | $378,238 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 11.05K | +7.9% | $221,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 6.95K | -26.9% | $139,282 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $383,000 | 0.0% |
Exited
| Citadel Advisors | $832,817 | was 0.0% |
| Susquehanna International… | $717,730 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 7.61M shares, $144.24M 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.