AOM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -1.2% ·
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 Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 74.64K | $3.63M | n/a | −1 |
| Q2 2026 | 44 | +4 | 7.35M | $366.57M | +7 | −4 |
| Q1 2026 | 42 | +3 | 7.51M | $355.79M | +5 | −2 |
| Q4 2025 | 38 | +1 | 8.13M | $387.93M | +1 | n/a |
| Q3 2025 | 5 | -1 | 3.35M | $159.49M | n/a | −1 |
| Q2 2025 | 4 | +1 | 2.94M | $135.36M | +1 | n/a |
| Q1 2025 | 1 | 0 | 6.48K | $284,255 | +1 | −1 |
| Q4 2024 | 1 | 0 | 8.30K | $360,552 | n/a | n/a |
| Q3 2024 | 1 | -1 | 22.40K | $1.01M | n/a | −1 |
| Q2 2024 | 2 | n/a | 40.05K | $1.72M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.89M | -1.3% | $137.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 365.40K | n/a | $17.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 87.69K | n/a | $4.17M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | AQR Capital Management ✦ | 7.03K | +43.6% | $334,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 3.80K | -1.7% | $180,884 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $223,340 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 290 holders, 13.06M shares, $611.05M 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.