BOLT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -13.7% ·
net new positions -16.7%
— formula
Broad distribution — falling shares and 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 | 10 | 0 | 194.91K | $750,410 | +1 | −1 |
| Q1 2026 | 10 | 0 | 148.58K | $600,272 | +2 | −2 |
| Q4 2025 | 10 | 0 | 97.70K | $534,572 | — | — |
| Q3 2025 | 6 | -1 | 94.31K | $501,757 | — | −1 |
| Q2 2025 | 5 | -1 | 106.01K | $616,340 | — | −1 |
| Q1 2025 | 3 | -2 | 736.69K | $294,710 | — | −2 |
| Q4 2024 | 5 | +1 | 816.14K | $436,760 | +2 | −1 |
| Q3 2024 | 3 | -1 | 1.15M | $742,953 | — | −1 |
| Q2 2024 | 4 | — | 3.52M | $2.64M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 34.23K | -41.5% | $182,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 34.23K | -41.5% | $182,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 34.23K | -41.5% | $182,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 28.62K | +56.2% | $152,285 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 18.53K | 0.0% | $98,614 | 0.0% | Held | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 18.53K | 0.0% | $98,614 | 0.0% | Held | 6 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 9.71K | -8.0% | $51,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 9.71K | -8.0% | $51,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.13K | — | $16,641 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 84 | — | $446 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 84 | — | $446 | 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
| Fidelity (FMR) | $705 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 613.21K shares, $2.49M 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.