BIRD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.0% ·
share flow -5.9% ·
net new positions -13.6%
· formula
Broad distribution: falling shares and 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 | 19 | -2 | 1.24M | $4.95M | +2 | −4 |
| Q1 2026 | 22 | -3 | 1.23M | $3.71M | +3 | −6 |
| Q4 2025 | 25 | +1 | 1.34M | $5.50M | +1 | n/a |
| Q3 2025 | 8 | -1 | 1.25M | $7.11M | n/a | −1 |
| Q2 2025 | 6 | 0 | 1.23M | $13.13M | n/a | n/a |
| Q1 2025 | 3 | -1 | 114.98K | $740,575 | n/a | −1 |
| Q4 2024 | 4 | -1 | 153.26K | $1.07M | n/a | −1 |
| Q3 2024 | 4 | +4 | 151.24K | $1.78M | +4 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 824.86K | 0.0% | $2.48M | 0.0% | Held | 4 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 208.42K | n/a | $627,341 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 74.98K | +1.0% | $225,681 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passive) | 67.79K | +19.7% | $204,100 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 19.71K | 0.0% | $59,339 | 0.0% | Held | 6 | SEC ↗ |
| 6 | Northern Trust Corp | 15.15K | 0.0% | $45,607 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 6.21K | -18.3% | $18,698 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Rockefeller Capital Management L.P. | 4.04K | 0.0% | $12,157 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 9 | Bnp Paribas Financial Markets | 3.96K | 0.0% | $11,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.47K | -41.2% | $10,436 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 2.72K | +4.2% | $8,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Group One Trading Llc | 299 | -45.8% | $900 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rhumbline Advisers | 146 | 0.0% | $439 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 108 | 0.0% | $324 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 15 | Cwm, Llc | 75 | 0.0% | $226 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 75 | 0.0% | $226 | 0.0% | Held | 2 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 41 | New | $123 | 0.0% | New | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 40 | 0.0% | $120 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 20 | New | $64 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 4 | -73.3% | $12 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 4 | New | $12 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citigroup Inc | 1 | 0.0% | $3 | 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
| National Bank Of Canada /Fi/ | $123 | 0.0% |
| Jones Financial Companies Lllp | $64 | 0.0% |
| Northwestern Mutual Wealth… | $12 | 0.0% |
Exited
| Citadel Advisors | $159,220 | was 0.0% |
| Goldman Sachs Group | $84,034 | was 0.0% |
| Jane Street Group, Llc | $54,378 | was 0.0% |
| Susquehanna International… | $50,467 | was 0.0% |
| Bank Of America Corp /De/ | $205 | was 0.0% |
| Kayne Anderson Rudnick… | $12 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 1.44M shares, $4.32M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 48.28K sh · $111,520
Officer · 19.51K sh · $44,868
Director · 9.20K sh · $21,896
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology