CARL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 385.44K | New | $5.16M | 0.0% | New | 1 | SEC ↗ ×5 |
| 2 | The Vanguard Group ✦ (passive) | 227.19K | New | $3.04M | 0.0% | New | 1 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (passive) | 147.55K | New | $1.98M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 110.00K | New | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 41.72K | New | $558,684 | 0.0% | New | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 20.76K | New | $278,003 | 0.0% | New | 1 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 10.04K | New | $134,395 | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 9.53K | n/a | $127,540 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | JPMorgan Chase ✦ | 5.47K | n/a | $73,216 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 4 | New | $54 | 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
| BlackRock | $5.16M | 0.0% |
| The Vanguard Group | $3.04M | 0.0% |
| Geode Capital Management | $1.98M | 0.0% |
| Citadel Advisors | $1.47M | 0.0% |
| State Street Global Advisors | $558,684 | 0.0% |
| Millennium Management | $278,003 | 0.0% |
| D. E. Shaw & Co. | $134,395 | 0.0% |
| Fidelity (FMR) | $54 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 65 holders, 5.30M shares, $47.84M 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)
Officer · 747 sh · $10,749
Officer · 243 sh · $3,400
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology