AQMS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +18.6% ·
net new positions -12.5%
— 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 | 14 | -2 | 203.87K | $588,533 | — | −2 |
| Q1 2026 | 16 | -2 | 184.33K | $789,705 | +1 | −3 |
| Q4 2025 | 18 | +3 | 153.13K | $735,636 | +3 | — |
| Q3 2025 | 2 | -4 | 5.16K | $32,992 | — | −4 |
| Q2 2025 | 5 | 0 | 181.61K | $88,087 | — | — |
| Q1 2025 | 2 | 0 | 83.56K | $156,284 | — | — |
| Q4 2024 | 2 | -1 | 79.10K | $199,374 | — | −1 |
| Q3 2024 | 2 | 0 | 1.40M | $262,884 | — | — |
| Q2 2024 | 2 | — | 1.15M | $369,559 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 81.82K | +45.9% | $350,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 41.19K | +53.3% | $176,310 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 29.21K | — | $125,040 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 24.59K | +53.8% | $106,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 4.85K | 0.0% | $20,754 | 0.0% | Held | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 500 | +400.0% | $2,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 491 | -93.7% | $2,101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 368 | New | $1,336 | 0.0% | New | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 312 | 0.0% | $1,335 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 294 | -0.3% | $1,258 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Citigroup Inc | 240 | +3328.6% | $1,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 172 | -50.0% | $1,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 180 | -62.5% | $770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 103 | +4.0% | $440 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Danske Bank A/S | 3 | 0.0% | $13 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 2 | 0.0% | $9 | 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
| Jones Financial Companies Lllp | $1,336 | 0.0% |
Exited
| Jane Street Group, Llc | $59,251 | was 0.0% |
| Group One Trading Llc | $3,062 | was 0.0% |
| Bank Of America Corp /De/ | $317 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 216.02K shares, $819,432 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.