EVEX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +30.0% ·
net new positions +13.3%
— 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 | 67 | 0 | 30.26M | $74.11M | +3 | −4 |
| Q1 2026 | 71 | +1 | 25.03M | $60.58M | +7 | −6 |
| Q4 2025 | 70 | 0 | 24.20M | $93.81M | +1 | −1 |
| Q3 2025 | 15 | +2 | 14.78M | $54.70M | +2 | — |
| Q2 2025 | 10 | +2 | 8.47M | $55.20M | +2 | — |
| Q1 2025 | 5 | -2 | 2.57M | $7.04M | — | −2 |
| Q4 2024 | 7 | 0 | 2.60M | $11.73M | +1 | −1 |
| Q3 2024 | 6 | +3 | 1.30M | $3.00M | +3 | — |
| Q2 2024 | 3 | — | 906.74K | $2.27M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 5.23M | +117.6% | $19.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 4.04M | +27.7% | $15.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 3 | Geode Capital Management ✦ (passive) | 1.72M | +50.5% | $6.57M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 1.33M | +28.0% | $5.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Millennium Management ✦ | 554.22K | +659.8% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Marshall Wace ✦ | 430.58K | +806.3% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 374.31K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 8 | Goldman Sachs Group ✦ | 353.33K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Point72 Asset Management ✦ | 95.96K | New | $365,601 | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 66.33K | -9.5% | $252,709 | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 11 | D. E. Shaw & Co. ✦ | 484.47K | 0.0% | $227,702 | 0.0% | Held | 6 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 43.01K | — | $163,866 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | T. Rowe Price ✦ | 26.39K | 0.0% | $101,000 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 20.00K | New | $76,200 | 0.0% | New | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 8.65K | -1.6% | $32,953 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $365,601 | 0.0% |
| Renaissance Technologies | $76,200 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 9.62M shares, $3.83M 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.