CISO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +18.7% ·
net new positions -5.9%
— formula
Concentrated accumulation — rising shares among fewer 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 | 16 | -1 | 2.15M | $595,451 | +2 | −3 |
| Q1 2026 | 17 | 0 | 2.47M | $853,240 | +3 | −3 |
| Q4 2025 | 17 | -1 | 1.92M | $922,877 | — | −1 |
| Q3 2025 | 8 | +2 | 1.18M | $1.24M | +2 | — |
| Q2 2025 | 4 | 0 | 866.42K | $996,402 | — | — |
| Q1 2025 | 2 | -1 | 73.45K | $32,547 | — | −1 |
| Q4 2024 | 3 | 0 | 93.21K | $323,513 | — | — |
| Q3 2024 | 2 | +1 | 69.93K | $48,945 | +1 | — |
| Q2 2024 | 1 | — | 54.33K | $31,411 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 886.76K | +95.8% | $425,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 886.76K | +95.8% | $425,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 357.71K | +26.7% | $171,852 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 357.71K | +26.7% | $171,852 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 144.90K | — | $69,608 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 130.70K | +13.8% | $62,787 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Northern Trust Corp | 108.82K | — | $52,278 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 76.20K | -74.4% | $36,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 53.01K | — | $25,466 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 46.09K | — | $22,140 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 46.09K | — | $22,140 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 36.33K | — | $17,451 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 36.33K | — | $17,451 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 31.74K | 0.0% | $15,246 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Hrt Financial Lp | 30.11K | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 13.33K | — | $6,406 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 3.58K | — | $1,718 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 3.58K | — | $1,718 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.02K | 0.0% | $1,451 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 346 | — | $167 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 346 | — | $167 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 105 | — | $50 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 8 | -50.0% | $4 | 0.0% | ▼ Trim | 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
| Fidelity (FMR) | $408 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 2.81M shares, $971,920 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.