AYTU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +2.8% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 714.14K | $1.54M | +1 | — |
| Q1 2026 | 18 | 0 | 694.50K | $1.90M | +2 | −2 |
| Q4 2025 | 18 | 0 | 646.25K | $1.68M | +1 | −1 |
| Q3 2025 | 7 | +1 | 536.53K | $1.01M | +1 | — |
| Q2 2025 | 5 | 0 | 229.50K | $500,332 | +1 | −1 |
| Q1 2025 | 3 | -1 | 161.26K | $193,530 | — | −1 |
| Q4 2024 | 4 | +2 | 139.59K | $235,397 | +2 | — |
| Q3 2024 | 2 | -1 | 119.83K | $281,616 | — | −1 |
| Q2 2024 | 3 | — | 131.85K | $384,467 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 261.15K | 0.0% | $561,464 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 105.33K | -13.7% | $226,451 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 104.82K | +11.8% | $225,369 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 93.65K | +1.1% | $201,371 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 93.65K | +1.1% | $201,371 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 49.41K | +34.1% | $106,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 45.33K | +4.0% | $97,451 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 45.33K | +4.0% | $97,451 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northern Trust Corp | 27.93K | +45.7% | $60,039 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 27.93K | +45.7% | $60,039 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 22.79K | 0.0% | $49,005 | 0.0% | Held | 5 | SEC ↗ |
| 12 | UBS Group AG | 2.38K | +42.9% | $5,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 2.38K | +42.9% | $5,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 2.38K | +42.9% | $5,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.38K | +42.9% | $5,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 378 | +950.0% | $1,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 462 | 0.0% | $991 | 0.0% | Held | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 154 | 0.0% | $337 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 127 | 0.0% | $273 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 127 | 0.0% | $273 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 125 | 0.0% | $269 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Barclays Plc | 50 | New | $108 | 0.0% | New | 1 | SEC ↗ |
| 23 | Group One Trading Llc | 37 | 0.0% | $80 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 23 | 0.0% | $49 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 10 | 0.0% | $22 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1 | 0.0% | $2 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Barclays Plc | $108 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 3.95M shares, $14.22M 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.