CFO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -0.9% ·
net new positions +16.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 2.36M | $188.63M | +1 | — |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | — | — |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | — |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | — |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | — | — |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | — | — |
| Q2 2024 | 1 | — | 21.70K | $1.39M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 283.18K | — | $20.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 283.18K | — | $20.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 283.18K | — | $20.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 24.74K | -23.5% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 17.75K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 4.60K | New | $339,510 | 0.0% | New | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 681 | -18.6% | $50,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 270 | — | $19,924 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 270 | — | $19,924 | 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
| BlackRock | $339,510 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 3.09M shares, $223.95M 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.