AIXI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among 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 | 4 | -1 | 59.92K | $109,548 | +1 | −2 |
| Q1 2026 | 5 | -2 | 662.32K | $77,510 | +1 | −3 |
| Q4 2025 | 7 | 0 | 478.76K | $196,290 | — | — |
| Q3 2025 | 2 | +1 | 20.32K | $25,402 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 618.91K | +121.8% | $72,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Corient Private Wealth LP | 40.00K | 0.0% | $4,696 | 0.0% | Held | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.22K | +517.2% | $378 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 173 | New | $22 | 0.0% | New | 1 | SEC ↗ |
| 5 | Rhumbline Advisers | 11 | -88.5% | $1 | 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
| Jones Financial Companies Lllp | $22 | 0.0% |
Exited
| Citadel Advisors | $44,629 | was 0.0% |
| Jane Street Group, Llc | $20,619 | was 0.0% |
| Citigroup Inc | $0 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 905.97K shares, $106,114 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.