BCG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +5.6% ·
net new positions +14.3%
— 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 | 7 | +1 | 252.64K | $389,060 | +2 | −1 |
| Q1 2026 | 6 | -4 | 239.25K | $480,889 | — | −4 |
| Q4 2025 | 10 | +2 | 268.61K | $774,016 | +2 | — |
| Q3 2025 | 4 | -1 | 183.43K | $315,497 | — | −1 |
| Q2 2025 | 5 | 0 | 204.52K | $415,272 | +1 | −1 |
| Q1 2025 | 3 | 0 | 73.55K | $141,956 | — | — |
| Q4 2024 | 3 | +1 | 73.16K | $215,098 | +1 | — |
| Q3 2024 | 1 | 0 | 29.99K | $91,475 | — | — |
| Q2 2024 | 1 | — | 21.57K | $133,758 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 123.96K | 0.0% | $190,895 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 39.43K | +9.0% | $60,716 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 39.43K | +9.0% | $60,716 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 32.40K | New | $49,888 | 0.0% | New | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 25.10K | 0.0% | $38,654 | 0.0% | Held | 7 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 13.29K | +11.8% | $20,473 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 13.29K | +11.8% | $20,473 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | UBS Group AG | 11.76K | -23.8% | $18,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 11.76K | -23.8% | $18,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citigroup Inc | 6.70K | New | $10,318 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $49,888 | 0.0% |
| Citigroup Inc | $10,318 | 0.0% |
Exited
| Two Sigma Investments | $53,671 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 296.53K shares, $596,211 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.