FYT
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 0 | 1.22M | $85.38M | +2 | −2 |
| Q1 2026 | 26 | +3 | 1.13M | $70.11M | +3 | — |
| Q4 2025 | 23 | 0 | 1.09M | $62.03M | — | — |
| Q3 2025 | 4 | 0 | 171.21K | $9.57M | +1 | −1 |
| Q2 2025 | 1 | -1 | 36.38K | $1.83M | — | −1 |
| Q1 2025 | 2 | 0 | 39.21K | $1.95M | — | — |
| Q4 2024 | 2 | 0 | 13.44K | $739,334 | — | — |
| Q3 2024 | 2 | +1 | 53.66K | $2.98M | +1 | — |
| Q2 2024 | 1 | — | 38.85K | $2.01M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 222.59K | +39.1% | $12.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 222.59K | +39.1% | $12.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 218.14K | — | $12.37M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 183.00K | — | $10.37M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 183.00K | — | $10.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 106.56K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 56.01K | — | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 48.85K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 48.85K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 48.12K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 43.49K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 35.42K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Us Bancorp \De\ | 31.27K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 31.27K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.90K | — | $788,192 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 13.90K | — | $788,192 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 10.45K | — | $592,135 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 9.02K | 0.0% | $511,359 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 7.58K | — | $445,310 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 7.13K | — | $404,166 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 7.13K | — | $404,166 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 6.09K | — | $345,495 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 5.72K | — | $324,034 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 4.82K | — | $272,997 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.12K | +69.1% | $176,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 814 | — | $46,198 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 367 | +26.1% | $20,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 206 | — | $11,692 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 1.76M shares, $96.37M 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.