AERT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 2 | -4 | 28.40K | $205,886 | — | −4 |
| Q1 2026 | 6 | +1 | 568.41K | $177,623 | +2 | −1 |
| Q4 2025 | 5 | +1 | 125.98K | $64,921 | +1 | — |
| Q3 2025 | 1 | 0 | 12.88K | $8,632 | — | — |
| Q2 2025 | 1 | 0 | 12.88K | $15,707 | — | — |
| Q1 2025 | 1 | 0 | 12.88K | $7,866 | — | — |
| Q4 2024 | 1 | +1 | 12.88K | $11,973 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 79.07K | New | $40,759 | 0.0% | New | 1 | SEC ↗ |
| 2 | UBS Group AG | 18.49K | — | $9,524 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 18.49K | — | $9,524 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Hrt Financial Lp | 15.54K | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 12.88K | 0.0% | $6,637 | 0.0% | Held | 5 | SEC ↗ |
| 6 | Citigroup Inc | 1 | — | $1 | 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 | $40,759 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 6.78M shares, $2.07M 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.