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Security record

ADAG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
17Tracked holders
+3Δ holders
2.83MShares held
$11.87MReported value
+6New positions
−3Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +21.4% · share flow +30.0% · net new positions +17.6%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 +3 2.83M $11.87M +6 −3
Q1 2026 14 +5 858.16K $3.36M +7 −2
Q4 2025 9 0 174.09K $329,182
Q3 2025 4 0 134.21K $266,065 +1 −1
Q2 2025 3 0 390.10K $772,384
Q1 2025 1 0 10.31K $15,875
Q4 2024 1 0 10.31K $20,102
Q3 2024 1 0 10.31K $22,679
Q2 2024 1 10.31K $31,545
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Ameriprise Financial Inc 1.72M +182.4% $7.21M 0.0% ▲ Add 2 SEC ↗
2 Citadel Advisors 506.93K New $2.13M 0.0% New 1 SEC ↗
3 Citadel Advisors 506.93K New $2.13M 0.0% New 1 SEC ↗
4 Renaissance Technologies 146.50K +324.2% $615,300 0.0% ▲ Add 2 SEC ↗
5 UBS Group AG 124.06K +3000.0% $521,065 0.0% ▲ Add 3 SEC ↗
6 UBS Group AG 124.06K +3000.0% $521,065 0.0% ▲ Add 3 SEC ↗
7 UBS Group AG 124.06K +3000.0% $521,065 0.0% ▲ Add 3 SEC ↗
8 UBS Group AG 124.06K +3000.0% $521,065 0.0% ▲ Add 3 SEC ↗
9 Goldman Sachs Group 105.60K New $443,512 0.0% New 1 SEC ↗
10 Marshall Wace 69.10K New $290,222 0.0% New 1 SEC ↗
11 Marshall Wace 69.10K New $290,222 0.0% New 1 SEC ↗
12 Invesco Ltd. 42.95K -8.9% $180,369 0.0% ▼ Trim 2 SEC ↗
13 Jane Street Group, Llc 27.49K -9.7% $115,441 0.0% ▼ Trim 2 SEC ↗
14 Hrt Financial Lp 21.73K New $91,000 0.0% New 1 SEC ↗
15 Geode Capital Management (passive) 17.99K +74.5% $75,574 0.0% ▲ Add 9 SEC ↗
16 Royal Bank Of Canada 17.07K +1.3% $72,000 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 17.07K +1.3% $72,000 0.0% ▲ Add 3 SEC ↗
18 Two Sigma Investments 11.95K New $50,203 0.0% New 1 SEC ↗
19 Morgan Stanley 7.96K -88.0% $33,436 0.0% ▼ Trim 4 SEC ↗
20 Morgan Stanley 7.96K -88.0% $33,436 0.0% ▼ Trim 4 SEC ↗
21 Morgan Stanley 7.96K -88.0% $33,436 0.0% ▼ Trim 4 SEC ↗
22 Bnp Paribas Financial Markets 7.90K +113.5% $33,180 0.0% ▲ Add 3 SEC ↗
23 Wells Fargo & Company/Mn 1.51K New $6,355 0.0% New 1 SEC ↗
24 BlackRock (passive) 635 0.0% $2,667 0.0% Held 5 SEC ↗
25 JPMorgan Chase 452 -36.5% $1,912 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

Citadel Advisors $2.13M 0.0%
Citadel Advisors $2.13M 0.0%
Goldman Sachs Group $443,512 0.0%
Marshall Wace $290,222 0.0%
Marshall Wace $290,222 0.0%
Hrt Financial Lp $91,000 0.0%
Two Sigma Investments $50,203 0.0%
Wells Fargo & Company/Mn $6,355 0.0%

Exited

Alyeska Investment Group, L.P. $81,183 was 0.0%
Nomura Holdings Inc $57,663 was 0.0%
Barclays Plc $1,568 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 3.30M shares, $9.69M 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.

Insider transactions

Open-market purchases (P)

Aug 14 DO CUONG V

Director · 2.00K sh @ 3.75 · $7,500

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — WuXi PharmaTech Healthcare Fund I L.P.

View original SEC filing ↗

Jun 08 SC 13D/A — Luo Peter

7.1% of class · View original SEC filing ↗

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: Q2 2026 · Methodology · Get this via the API