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Security record · archived quarter

AMIX

name pending profile ingest

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
7Tracked holders
-2Δ holders
320.06KShares held
$130,096Reported value
+0New positions
−2Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -22.2% · 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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q1 2026 7 -2 320.06K $130,096 −2
Q4 2025 9 0 134.87K $71,426
Q3 2025 1 -1 10.15K $10,960 −1
Q2 2025 2 0 10.26K $16,110 +1 −1
Q1 2025 1 0 11.72K $20,508
Q4 2024 1 0 47.88K $180,044 +1 −1
Q3 2024 1 -1 89.61K $53,713 −1
Q2 2024 2 37.37K $35,877
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 175.62K +647.1% $68,509 0.0% ▲ Add 4 SEC ↗
2 Geode Capital Management (passive) 175.62K +647.1% $68,509 0.0% ▲ Add 4 SEC ↗
3 Mariner, LLC 52.91K -0.4% $25,885 0.0% ▼ Trim 2 SEC ↗
4 UBS Group AG 33.50K +26275.6% $13,064 0.0% ▲ Add 2 SEC ↗
5 UBS Group AG 33.50K +26275.6% $13,064 0.0% ▲ Add 2 SEC ↗
6 LPL Financial LLC 31.43K 0.0% $12,263 0.0% Held 2 SEC ↗
7 Bank Of Montreal /Can/ 25.00K 0.0% $9,753 0.0% Held 2 SEC ↗
8 Pnc Financial Services Group, Inc. 1.59K 0.0% $619 0.0% Held 2 SEC ↗
9 National Bank Of Canada /Fi/ 7 0.0% $3 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

No new tracked buyers this quarter.

Exited

Bank Of America Corp /De/ $28 was 0.0%
Osaic Holdings, Inc. $5 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 357.71K shares, $139,764 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API