ESG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 133.15K | $23.41M | +2 | −2 |
| Q1 2026 | 17 | -1 | 157.58K | $23.91M | +1 | −2 |
| Q4 2025 | 18 | -1 | 126.97K | $20.10M | — | −1 |
| Q3 2025 | 6 | +1 | 42.45K | $6.55M | +1 | — |
| Q2 2025 | 2 | 0 | 4.25K | $623,397 | — | — |
| Q1 2025 | 1 | 0 | 6.01K | $807,040 | — | — |
| Q4 2024 | 1 | 0 | 4.69K | $645,791 | — | — |
| Q3 2024 | 1 | -1 | 8.11K | $1.10M | — | −1 |
| Q2 2024 | 2 | — | 5.71K | $732,664 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 19.93K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 18.08K | +368.3% | $2.79M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 2.14K | — | $330,034 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 1.80K | New | $277,599 | 0.0% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 356 | -7.8% | $54,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 144 | — | $22,208 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $277,599 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 308.45K shares, $41.02M 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.