DAO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow +5.8% ·
net new positions -13.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 | n/a | −2 |
| Q3 2025 | 6 | +1 | 1.18M | $11.75M | +1 | n/a |
| Q2 2025 | 3 | -1 | 1.09M | $9.38M | n/a | −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 | n/a | −1 |
| Q2 2024 | 5 | n/a | 293.70K | $1.15M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 832.43K | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Connor, Clark & Lunn Investment… | 226.01K | -7.2% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 63.50K | +2.4% | $624,205 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Qube Research & Technologies Ltd | 60.51K | +4.6% | $594,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 54.93K | +269.2% | $540,001 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 50.64K | New | $497,781 | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 46.34K | +20.7% | $455,472 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | California Public Employees… | 36.99K | -0.3% | $363,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 27.05K | -2.7% | $265,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 22.17K | -5.8% | $217,970 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Group One Trading Llc | 3.16K | +2470.7% | $31,082 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rhumbline Advisers | 1.22K | +19.6% | $11,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 200 | +108.3% | $2,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cwm, Llc | 23 | New | $226 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 19 | +1800.0% | $187 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $497,781 | 0.0% |
| Cwm, Llc | $226 | 0.0% |
Exited
| Bank Of America Corp /De/ | $64,028 | was 0.0% |
| Mirae Asset Global… | $25,553 | was 0.0% |
| Northwestern Mutual Wealth… | $877 | was 0.0% |
| Pnc Financial Services Group… | $20 | 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 · n/a
Officer · 6.75K sh · n/a
Officer · 6.75K sh · n/a
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology