CREX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.8% ·
share flow +0.2% ·
net new positions +10.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +2 | 1.09M | $4.50M | +2 | — |
| Q1 2026 | 17 | +2 | 1.09M | $3.74M | +5 | −3 |
| Q4 2025 | 15 | -3 | 890.36K | $2.32M | — | −3 |
| Q3 2025 | 8 | +2 | 573.07K | $1.31M | +2 | — |
| Q2 2025 | 4 | -1 | 396.64K | $1.34M | — | −1 |
| Q1 2025 | 4 | 0 | 218.37K | $425,862 | — | — |
| Q4 2024 | 4 | 0 | 222.63K | $545,515 | — | — |
| Q3 2024 | 3 | 0 | 160.90K | $738,620 | — | — |
| Q2 2024 | 3 | — | 136.88K | $642,078 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 331.93K | 0.0% | $1.37M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 331.93K | 0.0% | $1.37M | 0.0% | Held | 3 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 284.98K | +11.5% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 110.43K | 0.0% | $456,084 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 110.43K | 0.0% | $456,084 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 78.27K | -8.3% | $323,343 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 78.27K | -8.3% | $323,343 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 68.80K | +0.4% | $284,156 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 41.64K | -43.6% | $171,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 38.77K | -29.4% | $160,104 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 38.77K | -29.4% | $160,104 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 32.21K | New | $133,040 | 0.0% | New | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 32.21K | New | $133,040 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 29.00K | +141.7% | $119,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 22.22K | -52.7% | $91,781 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Northern Trust Corp | 20.48K | +35.8% | $84,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 15.00K | 0.0% | $61,950 | 0.0% | Held | 3 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 11.11K | 0.0% | $45,872 | 0.0% | Held | 7 | SEC ↗ |
| 19 | UBS Group AG | 1.85K | -42.9% | $7,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 1.36K | 0.0% | $5,616 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.20K | 0.0% | $4,964 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.20K | 0.0% | $4,964 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 344 | -16.1% | $1,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 83 | -44.7% | $342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Barclays Plc | 46 | New | $190 | 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
| BlackRock | $133,040 | 0.0% |
| BlackRock | $133,040 | 0.0% |
| Barclays Plc | $190 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 2.44M shares, $8.39M 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.