DAO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -5.2% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 1.35M | $16.62M | +2 | −1 |
| Q1 2026 | 15 | -2 | 1.43M | $14.01M | +2 | −4 |
| Q4 2025 | 17 | -2 | 1.56M | $15.68M | — | −2 |
| Q3 2025 | 6 | +1 | 1.18M | $11.75M | +1 | — |
| Q2 2025 | 3 | -1 | 1.09M | $9.38M | — | −1 |
| Q1 2025 | 3 | -1 | 117.31K | $895,069 | +1 | −2 |
| Q4 2024 | 4 | 0 | 234.25K | $1.73M | +1 | −1 |
| Q3 2024 | 4 | -1 | 227.91K | $945,810 | — | −1 |
| Q2 2024 | 5 | — | 293.70K | $1.15M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 840.16K | +0.9% | $10.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Connor, Clark & Lunn Investment… | 211.20K | -6.5% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 65.64K | +19.5% | $807,422 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Citadel Advisors ✦ | 59.25K | +17.0% | $728,738 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 58.60K | -7.7% | $720,780 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 6 | Qube Research & Technologies Ltd | 46.48K | -23.2% | $571,667 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | California Public Employees… | 36.05K | -2.5% | $443,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 23.74K | -12.2% | $292,051 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 6.88K | -69.0% | $84,661 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 10 | Rhumbline Advisers | 1.22K | 0.0% | $14,993 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Group One Trading Llc | 986 | -68.8% | $12,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 809 | New | $9,951 | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 230 | +15.0% | $3,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 43 | +126.3% | $529 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 10 | New | $123 | 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
| Rockefeller Capital… | $9,951 | 0.0% |
| Wells Fargo & Company/Mn | $123 | 0.0% |
Exited
| Marshall Wace | $455,472 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 11.69M shares, $111.34M 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)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 70.05K sh · —
Officer · 6.75K sh · —
Officer · 6.75K sh · —
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology