ATER
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -24.3% ·
net new positions -5.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 570.15K | $752,675 | +1 | −1 |
| Q1 2026 | 16 | -3 | 429.89K | $246,231 | +2 | −5 |
| Q4 2025 | 19 | -1 | 372.78K | $259,210 | — | −1 |
| Q3 2025 | 8 | 0 | 405.48K | $425,766 | +1 | −1 |
| Q2 2025 | 6 | 0 | 456.75K | $758,229 | +1 | −1 |
| Q1 2025 | 3 | -2 | 122.68K | $257,671 | — | −2 |
| Q4 2024 | 5 | 0 | 154.36K | $370,513 | — | — |
| Q3 2024 | 4 | +1 | 128.66K | $370,592 | +1 | — |
| Q2 2024 | 3 | — | 121.63K | $341,815 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 84.61K | -51.8% | $58,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 84.61K | -51.8% | $58,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 84.61K | -51.8% | $58,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 72.29K | 0.0% | $50,277 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 59.11K | 0.0% | $41,110 | 0.0% | Held | 7 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 59.11K | 0.0% | $41,110 | 0.0% | Held | 7 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 45.05K | — | $31,325 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 42.85K | +35.8% | $29,800 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 24.01K | 0.0% | $16,692 | 0.0% | Held | 5 | SEC ↗ |
| 10 | Prudential Financial Inc | 23.20K | — | $16,131 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northern Trust Corp | 10.88K | — | $7,566 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 6.00K | — | $4,175 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 6.00K | — | $4,175 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 6.00K | — | $4,175 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 6.00K | — | $4,175 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 2.78K | -50.0% | $1,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 2.78K | -50.0% | $1,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Simplex Trading, Llc | 1.26K | — | $874 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 439 | — | $305 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 224 | — | $155 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 224 | — | $155 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 73 | — | $51 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 1 | — | $1 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 1 | — | $1 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 1 | — | $1 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1 | -100.0% | $1 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 1 | — | $1 | 0.0% | n/c | 1 | 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 | $34,823 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 527.32K shares, $296,009 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.