CHAR
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 0 | 1.32M | $7.77M | — | — |
| Q1 2026 | 7 | 0 | 1.38M | $8.18M | — | — |
| Q4 2025 | 7 | 0 | 1.35M | $7.81M | — | — |
| Q3 2025 | 4 | 0 | 685.05K | $5.58M | — | — |
| Q2 2025 | 2 | 0 | 487.50K | $3.49M | — | — |
| Q1 2025 | 2 | 0 | 487.50K | $3.43M | — | — |
| Q4 2024 | 2 | +2 | 487.50K | $3.38M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Toronto Dominion Bank | 464.63K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Toronto Dominion Bank | 464.63K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 197.54K | 0.0% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 187.50K | 0.0% | $1.96M | 0.0% | Held | 5 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 300.00K | 0.0% | $1.60M | 0.0% | Held | 5 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 300.00K | 0.0% | $1.60M | 0.0% | Held | 5 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 197.30K | — | $37,289 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 201 | — | $2,111 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 49 | +11.4% | $513 | 0.0% | ▲ Add | 2 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 8.20M shares, $85.29M 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.