AIMD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
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 Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +2 | 127.82K | $246,840 | +2 | n/a |
| Q1 2026 | 7 | -3 | 97.30K | $134,512 | +1 | −4 |
| Q4 2025 | 10 | +1 | 177.69K | $289,328 | +1 | n/a |
| Q3 2025 | 4 | +1 | 109.42K | $379,151 | +3 | −2 |
| Q2 2025 | 3 | -1 | 21.34K | $12,311 | n/a | −1 |
| Q1 2025 | 2 | 0 | 70.25K | $20,545 | n/a | n/a |
| Q4 2024 | 2 | 0 | 70.25K | $13,533 | n/a | n/a |
| Q3 2024 | 2 | 0 | 94.10K | $23,857 | n/a | n/a |
| Q2 2024 | 2 | n/a | 67.20K | $20,312 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 53.07K | New | $73,772 | 0.0% | New | 1 | SEC ↗ ×2 |
| 2 | Mariner, LLC | 30.80K | +35.1% | $42,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 9.28K | n/a | $12,901 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.06K | 0.0% | $4,260 | 0.0% | Held | 4 | SEC ↗ |
| 5 | Citigroup Inc | 501 | -38.5% | $696 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 578 | -70.5% | $70 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Cwm, Llc | 1 | 0.0% | $1 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Geode Capital Management | $73,772 | 0.0% |
Exited
| Renaissance Technologies | $108,732 | was 0.0% |
| Two Sigma Investments | $79,227 | was 0.0% |
| Citadel Advisors | $16,721 | was 0.0% |
| Bank Of America Corp /De/ | $32 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4 holders, 92.46K shares, $42,563 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.