AMST
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow -8.7% ·
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 | 10 | +1 | 360.23K | $479,512 | +3 | −2 |
| Q1 2026 | 9 | -2 | 300.00K | $551,717 | +2 | −4 |
| Q4 2025 | 11 | 0 | 342.40K | $646,439 | +1 | −1 |
| Q3 2025 | 6 | 0 | 135.71K | $413,912 | — | — |
| Q2 2025 | 5 | 0 | 128.87K | $341,307 | +1 | −1 |
| Q1 2025 | 3 | +1 | 94.21K | $227,992 | +2 | −1 |
| Q4 2024 | 2 | +1 | 31.96K | $151,790 | +1 | — |
| Q3 2024 | 1 | -1 | 14.37K | $36,078 | — | −1 |
| Q2 2024 | 2 | — | 26.14K | $80,252 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 166.02K | -0.3% | $305,469 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 53.58K | +64.9% | $98,585 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 53.58K | +64.9% | $98,585 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 31.59K | 0.0% | $58,135 | 0.0% | Held | 5 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 30.20K | — | $55,570 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 10.00K | 0.0% | $18,400 | 0.0% | Held | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.90K | 0.0% | $10,627 | 0.0% | Held | 3 | SEC ↗ |
| 8 | UBS Group AG | 2.68K | New | $4,929 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 2.68K | New | $4,929 | 0.0% | New | 1 | SEC ↗ |
| 10 | Citigroup Inc | 1 | New | $2 | 0.0% | New | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 25 | +31.6% | $0 | 0.0% | ▲ Add | 2 | 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 | $4,929 | 0.0% |
| UBS Group AG | $4,929 | 0.0% |
| Citigroup Inc | $2 | 0.0% |
Exited
| Hrt Financial Lp | $41,000 | was 0.0% |
| Two Sigma Investments | $34,530 | was 0.0% |
| Renaissance Technologies | $21,552 | was 0.0% |
| Bank Of America Corp /De/ | $371 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 319.76K shares, $588,320 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.