Security record · archived quarter
FXD
name pending profile ingest
39Tracked holders
+1Δ holders
2.16MShares held
$147.77MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow -6.1% ·
net new positions +2.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +3 | 1.81M | $125.35M | +3 | — |
| Q1 2026 | 36 | -3 | 1.85M | $118.61M | +2 | −5 |
| Q4 2025 | 39 | +1 | 2.16M | $147.77M | +1 | — |
| Q3 2025 | 7 | 0 | 718.71K | $49.03M | +1 | −1 |
| Q2 2025 | 4 | -1 | 48.84K | $3.10M | — | −1 |
| Q1 2025 | 3 | +1 | 420.39K | $24.34M | +1 | — |
| Q4 2024 | 2 | 0 | 14.96K | $966,736 | — | — |
| Q3 2024 | 2 | 0 | 62.91K | $3.98M | — | — |
| Q2 2024 | 2 | — | 7.50K | $449,146 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 502.24K | — | $34.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 427.45K | -19.1% | $29.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 236.20K | — | $16.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 171.60K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 132.79K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 97.34K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 61.20K | -47.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Susquehanna International Group, Llp | 52.73K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 50.23K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Bnp Paribas Financial Markets | 50.00K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 49.62K | -20.9% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 48.19K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 32.83K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 29.00K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 28.01K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 25.71K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 21.57K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 19.98K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 19.39K | New | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 19.22K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.90K | — | $882,257 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 12.90K | +290.9% | $881,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 12.23K | — | $835,892 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 9.49K | — | $648,900 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 6.33K | — | $432,627 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Jones Financial Companies Lllp | 5.79K | — | $395,764 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 4.89K | — | $334,261 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 4.86K | 0.0% | $332,552 | 0.0% | Held | 7 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 4.11K | — | $290,920 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 4.03K | — | $275,727 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 3.70K | — | $252,979 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 1.12K | 0.0% | $76,711 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 33 | Fidelity (FMR) ✦ | 1.09K | -25.4% | $74,881 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cwm, Llc | 980 | — | $67,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 550 | — | $37,598 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 312 | — | $21,331 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 219 | — | $14,973 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 200 | — | $13,674 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 197 | — | $13,469 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.33M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 2.29M shares, $139.90M 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: Q4 2025 ·
Methodology ·
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