FORA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -2.8% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 17 | -2 | 1.16M | $2.41M | — | −2 |
| Q4 2025 | 19 | +1 | 1.29M | $2.73M | +1 | — |
| Q3 2025 | 8 | 0 | 1.24M | $2.80M | — | — |
| Q2 2025 | 6 | +1 | 1.12M | $2.20M | +1 | — |
| Q1 2025 | 3 | -1 | 258.48K | $517,062 | — | −1 |
| Q4 2024 | 4 | 0 | 279.15K | $575,157 | — | — |
| Q3 2024 | 3 | 0 | 216.47K | $467,670 | — | — |
| Q2 2024 | 3 | — | 212.50K | $563,254 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 654.37K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 193.24K | +12.8% | $400,097 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 69.73K | -14.6% | $144,337 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (passive) | 53.86K | 0.0% | $111,486 | 0.0% | Held | 6 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 43.15K | -35.3% | $89,327 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 41.30K | -26.2% | $85,491 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | Northern Trust Corp | 34.53K | 0.0% | $71,485 | 0.0% | Held | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 32.66K | -9.3% | $67,604 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 19.47K | -5.7% | $40,299 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 18.60K | +0.3% | $38,506 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.29K | -36.2% | $5,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 1.01K | +493.6% | $2,101 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Group One Trading Llc | 500 | 0.0% | $1,035 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Bnp Paribas Financial Markets | 22 | 0.0% | $46 | 0.0% | Held | 2 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 2 | 0.0% | $4 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Citigroup Inc | 1 | -75.0% | $2 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $2 | 0.0% | Held | 2 | 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
| Bank Of America Corp /De/ | $144 | was 0.0% |
| Fidelity (FMR) | $2 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 3.00M shares, $6.20M 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.