DDI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow +0.8% ·
net new positions -11.8%
· 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 | 17 | 0 | 2.78M | $31.90M | +4 | −4 |
| Q1 2026 | 17 | 0 | 2.16M | $18.29M | +1 | −1 |
| Q4 2025 | 17 | -2 | 2.18M | $18.83M | n/a | −2 |
| Q3 2025 | 7 | +1 | 352.30K | $3.29M | +1 | n/a |
| Q2 2025 | 3 | 0 | 105.33K | $1.01M | +1 | −1 |
| Q1 2025 | 3 | -1 | 165.83K | $1.64M | n/a | −1 |
| Q4 2024 | 4 | 0 | 225.45K | $2.35M | n/a | n/a |
| Q3 2024 | 4 | +2 | 167.71K | $2.77M | +2 | n/a |
| Q2 2024 | 2 | n/a | 89.07K | $1.17M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.56M | n/a | $13.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Citadel Advisors ✦ | 138.28K | +129.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Charles Schwab Investment… | 96.28K | n/a | $830,853 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Boston Partners | 93.93K | n/a | $810,600 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 87.03K | -25.4% | $751,026 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 80.39K | +2.3% | $693,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 54.00K | -6.4% | $466,020 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Corient Private Wealth LP | 21.86K | n/a | $188,618 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bnp Paribas Financial Markets | 15.13K | n/a | $130,555 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Russell Investments Group, Ltd. | 14.16K | n/a | $122,767 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 13.20K | n/a | $113,951 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 10.37K | -6.7% | $89,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citigroup Inc | 502 | n/a | $4,332 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 400 | n/a | $3,452 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rhumbline Advisers | 270 | n/a | $2,330 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 200 | n/a | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 109 | n/a | $941 | 0.0% | n/c | 1 | 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
| Marshall Wace | $243,354 | was 0.0% |
| JPMorgan Chase | $18,418 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 8.14M shares, $62.69M 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.