CHAI
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 Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | +3 | 2.02M | $1.44M | +4 | −1 |
| Q1 2026 | 6 | -2 | 39.72K | $40,120 | — | −2 |
| Q4 2025 | 8 | +3 | 90.27K | $147,137 | +3 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 46.57K | New | $75,904 | 0.0% | New | 1 | SEC ↗ |
| 2 | UBS Group AG | 27.43K | — | $44,711 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 27.43K | — | $44,711 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 15.07K | New | $24,562 | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.12K | New | $1,834 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 50 | — | $82 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 25 | — | $41 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Danske Bank A/S | 2 | — | $3 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 5 | — | $0 | 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
| Citadel Advisors | $75,904 | 0.0% |
| Geode Capital Management | $24,562 | 0.0% |
| Morgan Stanley | $1,834 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 114.90K shares, $71,482 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.