COE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -8.3% ·
net new positions +10.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | 0 | 169.45K | $2.67M | — | — |
| Q1 2026 | 10 | +1 | 215.86K | $4.26M | +1 | — |
| Q4 2025 | 9 | 0 | 235.37K | $7.52M | — | — |
| Q3 2025 | 4 | 0 | 126.54K | $5.60M | — | — |
| Q2 2025 | 2 | 0 | 49.66K | $1.64M | — | — |
| Q1 2025 | 1 | 0 | 45.17K | $923,377 | — | — |
| Q4 2024 | 1 | 0 | 46.88K | $960,938 | — | — |
| Q3 2024 | 1 | 0 | 47.77K | $789,362 | — | — |
| Q2 2024 | 1 | — | 38.25K | $499,875 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 125.98K | -12.3% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 44.27K | -4.1% | $881,515 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 37.65K | 0.0% | $715,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 37.65K | 0.0% | $715,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Barclays Plc | 6.31K | 0.0% | $125,592 | 0.0% | Held | 2 | SEC ↗ |
| 6 | UBS Group AG | 1.00K | +4.7% | $19,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 1.00K | +4.7% | $19,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Rhumbline Advisers | 436 | 0.0% | $8,680 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 93 | +244.4% | $2,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 81 | 0.0% | $1,613 | 0.0% | Held | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 26 | 0.0% | $518 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Bnp Paribas Financial Markets | 6 | New | $119 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $119 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 708.35K shares, $11.38M 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.
Open-market purchases (P)
Officer, Director, 10% owner · Chief Executive… · 35.40K sh @ 20.83 · $737,382
Officer, Director, 10% owner · Chief Executive… · 337.50K sh @ 20.17 · $6.81M
Officer, Director, 10% owner · Chief Executive… · 254.82K sh @ 19.61 · $5.00M
Officer, Director, 10% owner · Chief Executive… · 199.98K sh @ 19.72 · $3.94M
Officer, Director, 10% owner · Chief Executive… · 90.48K sh @ 19.39 · $1.75M
Officer, Director, 10% owner · Chief Executive… · 105.12K sh @ 19.29 · $2.03M
Officer, Director, 10% owner · Chief Executive… · 158.46K sh @ 19.20 · $3.04M
Officer, Director, 10% owner · Chief Executive… · 125.88K sh @ 19.06 · $2.40M
Officer, Director, 10% owner · Chief Executive… · 333.84K sh @ 18.48 · $6.17M
Officer, Director, 10% owner · Chief Executive… · 122.58K sh @ 17.54 · $2.15M
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology