AIFU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer 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 | 6 | -2 | 724 | $33,303 | +3 | −5 |
| Q1 2026 | 8 | 0 | 39.11K | $53,226 | +2 | −2 |
| Q4 2025 | 8 | 0 | 37.16K | $99,329 | — | — |
| Q3 2025 | 2 | 0 | 8.20K | $42,865 | — | — |
| Q2 2025 | 1 | — | 108 | $652 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 362 | -5.2% | $16,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 362 | -5.2% | $16,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Bnp Paribas Financial Markets | 195 | -4.4% | $8,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 100 | New | $4,550 | 0.0% | New | 1 | SEC ↗ |
| 5 | Simplex Trading, Llc | 52 | New | $2,366 | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 14 | 0.0% | $1,000 | 0.0% | Held | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1 | New | $43 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $4,550 | 0.0% |
| Simplex Trading, Llc | $2,366 | 0.0% |
| JPMorgan Chase | $43 | 0.0% |
Exited
| Susquehanna International… | $19,859 | was 0.0% |
| Citadel Advisors | $17,809 | was 0.0% |
| BlackRock | $62 | was 0.0% |
| Rhumbline Advisers | $8 | was 0.0% |
| Citigroup Inc | $1 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 50.91K shares, $68,804 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.