FRD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +4.7% ·
net new positions -12.5%
— formula
Concentrated accumulation — rising shares among fewer 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 | 39 | +7 | 2.29M | $73.84M | +7 | — |
| Q1 2026 | 33 | +3 | 2.12M | $37.61M | +4 | −1 |
| Q4 2025 | 30 | +1 | 2.17M | $44.52M | +1 | — |
| Q3 2025 | 8 | -1 | 1.36M | $29.82M | — | −1 |
| Q2 2025 | 7 | 0 | 1.18M | $19.58M | — | — |
| Q1 2025 | 4 | +1 | 443.69K | $6.61M | +1 | — |
| Q4 2024 | 3 | 0 | 434.80K | $6.65M | — | — |
| Q3 2024 | 2 | -1 | 429.91K | $6.89M | — | −1 |
| Q2 2024 | 3 | — | 437.69K | $6.61M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 361.41K | +1.2% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 361.41K | +1.2% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 361.41K | +1.2% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 329.88K | +0.6% | $7.22M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 318.98K | +24.1% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 318.98K | +24.1% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 318.98K | +24.1% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 318.98K | +24.1% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 318.98K | +24.1% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 157.64K | +0.2% | $3.45M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 157.64K | +0.2% | $3.45M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 95.69K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 95.69K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 95.69K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 95.69K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passive) | 75.39K | +6.5% | $1.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 22.93K | — | $502,052 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 22.93K | — | $502,052 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 22.93K | — | $502,052 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 22.93K | — | $502,052 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 22.93K | — | $502,052 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 22.93K | — | $502,052 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 205 | +169.7% | $4,491 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 205 | +169.7% | $4,491 | 0.0% | ▲ Add | 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
| Citadel Advisors | $203,457 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 3.74M shares, $63.87M 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.