AIDX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +6 | 209.47K | $115,073 | +6 | — |
| Q1 2026 | 2 | +2 | 24.54K | $46,138 | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Hrt Financial Lp | 89.27K | New | $49,000 | 0.0% | New | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 49.14K | New | $27,012 | 0.0% | New | 1 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 24.53K | New | $13,492 | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 23.20K | +43.0% | $12,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 13.02K | New | $7,150 | 0.0% | New | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 10.01K | New | $5,505 | 0.0% | New | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 283 | New | $156 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 3 | -100.0% | $2 | 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
| Hrt Financial Lp | $49,000 | 0.0% |
| Geode Capital Management | $27,012 | 0.0% |
| Vanguard Capital Management… | $13,492 | 0.0% |
| Bank Of America Corp /De/ | $7,150 | 0.0% |
| Susquehanna International… | $5,505 | 0.0% |
| Morgan Stanley | $156 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 300.43K shares, $564,802 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.