BDL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow 0.0% ·
net new positions -16.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | +1 | 128.03K | $5.74M | +1 | n/a |
| Q1 2026 | 6 | -2 | 121.35K | $3.80M | n/a | −2 |
| Q4 2025 | 8 | -1 | 133.18K | $3.93M | n/a | −1 |
| Q3 2025 | 6 | -1 | 70.78K | $2.26M | n/a | −1 |
| Q2 2025 | 5 | +1 | 65.95K | $2.29M | +1 | n/a |
| Q1 2025 | 1 | 0 | 34.69K | $857,264 | n/a | n/a |
| Q4 2024 | 1 | 0 | 36.79K | $929,023 | n/a | n/a |
| Q3 2024 | 1 | 0 | 38.89K | $1.07M | n/a | n/a |
| Q2 2024 | 1 | n/a | 40.59K | $1.09M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 33.79K | -0.6% | $1.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 23.32K | 0.0% | $743,378 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (passive) | 7.37K | +2.7% | $234,986 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 4.80K | n/a | $152,960 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | BlackRock ✦ (passive) | 1.50K | +3.0% | $47,947 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 2 | n/a | $64 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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
| Fidelity (FMR) | $35 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 192.56K shares, $5.48M 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.