DXR
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +1 | 109.15K | $1.11M | +1 | n/a |
| Q1 2026 | 7 | 0 | 93.60K | $908,203 | +1 | −1 |
| Q4 2025 | 7 | 0 | 81.08K | $1.20M | n/a | n/a |
| Q3 2025 | 4 | 0 | 81.49K | $1.11M | n/a | n/a |
| Q2 2025 | 2 | 0 | 77.05K | $752,349 | n/a | n/a |
| Q1 2025 | 1 | 0 | 28.12K | $228,343 | n/a | n/a |
| Q4 2024 | 1 | 0 | 27.82K | $213,943 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.82K | $128,202 | n/a | n/a |
| Q2 2024 | 1 | n/a | 15.12K | $140,928 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 49.03K | 0.0% | $723,163 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 2 | Renaissance Technologies ✦ | 28.22K | -2.4% | $416,260 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.24K | -8.5% | $47,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 500 | n/a | $7,375 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 90 | n/a | $1,328 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 5 | -37.5% | $74 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 0 | n/a | $2 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 420.10K shares, $1.83M 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.