CHAT
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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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +13 | 1.36M | $133.97M | +14 | −1 |
| Q1 2026 | 28 | -2 | 1.00M | $62.12M | +3 | −5 |
| Q4 2025 | 30 | -2 | 1.17M | $69.08M | — | −2 |
| Q3 2025 | 5 | +2 | 65.54K | $4.03M | +2 | — |
| Q2 2025 | 1 | 0 | 6.40K | $312,192 | +1 | −1 |
| Q1 2025 | 1 | +1 | 13.06K | $455,141 | +1 | — |
| Q3 2024 | 1 | -1 | 1.46K | $54,521 | +1 | −2 |
| Q2 2024 | 2 | — | 12.77K | $476,449 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 52.59K | New | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 2 | Marshall Wace ✦ | 4.64K | -27.6% | $285,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Marshall Wace ✦ | 4.64K | -27.6% | $285,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 3.67K | New | $225,521 | 0.0% | New | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.60K | — | $159,900 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.60K | — | $159,900 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.05K | — | $126,260 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.05K | — | $126,260 | 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 | $3.23M | 0.0% |
| D. E. Shaw & Co. | $225,521 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 3.43M shares, $203.11M 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.