Security record · archived quarter
FXH
name pending profile ingest
47Tracked holders
+2Δ holders
2.85MShares held
$310.11MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.4% ·
share flow -10.0% ·
net new positions +4.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
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 | 2 | 0 | 3.06K | $393,615 | n/a | −1 |
| Q2 2026 | 43 | -2 | 2.94M | $360.08M | +3 | −6 |
| Q1 2026 | 47 | +2 | 2.85M | $310.11M | +4 | −2 |
| Q4 2025 | 45 | 0 | 3.16M | $358.68M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.20M | $131.69M | n/a | n/a |
| Q2 2025 | 3 | -1 | 45.23K | $4.69M | n/a | −1 |
| Q1 2025 | 2 | +1 | 18.43K | $1.91M | +1 | n/a |
| Q4 2024 | 1 | -1 | 17.12K | $1.78M | n/a | −1 |
| Q3 2024 | 2 | 0 | 35.39K | $3.96M | n/a | n/a |
| Q2 2024 | 2 | n/a | 30.34K | $3.17M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 819.84K | -18.4% | $89.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 297.50K | -3.8% | $32.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 281.85K | -3.4% | $30.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 280.42K | -6.5% | $30.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 267.81K | -7.2% | $29.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 117.69K | -3.7% | $12.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 106.83K | -8.9% | $11.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 78.08K | +19.4% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Commonwealth Equity Services, Llc | 69.16K | -12.6% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 62.31K | -10.2% | $6.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 58.88K | -15.6% | $6.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 45.53K | +8.6% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 39.44K | -25.8% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 34.99K | -53.8% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 32.13K | -3.9% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 28.35K | +47.5% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 24.34K | New | $2.67M | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 22.50K | +3.1% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 19.65K | +0.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Assetmark, Inc | 16.90K | +20.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 15.61K | New | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 15.19K | New | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 13.26K | -2.2% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 9.86K | +22.9% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 7.83K | +5.8% | $859,577 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 6.91K | +5.4% | $722,112 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 6.19K | -44.4% | $679,915 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Pnc Financial Services Group, Inc. | 5.51K | -10.3% | $605,020 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 5.12K | +10.7% | $562,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 23.92K | -59.5% | $553,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 4.74K | +11.5% | $520,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 4.58K | New | $502,966 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 4.38K | -53.3% | $480,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.91K | -7.0% | $319,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 2.90K | +164.1% | $318,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 2.73K | -18.6% | $301,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cwm, Llc | 2.48K | 0.0% | $272,708 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.97K | +962.7% | $215,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mariner, LLC | 1.92K | -0.9% | $210,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 1.26K | +62.4% | $138,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 839 | 0.0% | $91,996 | 0.0% | Held | 2 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 591 | +84.7% | $64,874 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 43 | Blair William & Co/Il | 165 | 0.0% | $18,112 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Citigroup Inc | 90 | 0.0% | $9,879 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 37 | -27.4% | $4,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 14 | 0.0% | $1,537 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Allspring Global Investments… | 3 | 0.0% | $331 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $2.67M | 0.0% |
| Jane Street Group, Llc | $1.71M | 0.0% |
| Mercer Global Advisors Inc… | $1.67M | 0.0% |
| Citadel Advisors | $502,966 | 0.0% |
Exited
| Two Sigma Investments | $2.56M | was 0.0% |
| Simplex Trading, Llc | $6,829 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 236 holders, 4.02M shares, $424.12M 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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