FORTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +6.2% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 3.31K | 0.0% | $344,561 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.71K | 0.0% | $276,141 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | BlackRock ✦ (passive) | 680 | 0.0% | $69,367 | 0.0% | Held | 5 | SEC ↗ |
| 4 | Royal Bank Of Canada | 500 | New | $51,000 | 0.0% | New | 1 | SEC ↗ |
| 5 | Bnp Paribas Financial Markets | 100 | 0.0% | $10,394 | 0.0% | Held | 3 | SEC ↗ |
| 6 | UBS Group AG | 57 | -55.1% | $5,815 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 7 | +40.0% | $714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 0 | — | $12 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Royal Bank Of Canada | $51,000 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 851.21K shares, $2.87M 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.