HCWB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | -3 | 87.86K | $437,652 | +1 | −4 |
| Q1 2026 | 10 | +1 | 375.30K | $134,205 | +3 | −2 |
| Q4 2025 | 9 | +1 | 74.47K | $72,289 | +1 | — |
| Q3 2025 | 2 | +2 | 26.43K | $97,785 | +2 | — |
| Q1 2025 | 2 | -2 | 258.41K | $72,914 | — | −2 |
| Q4 2024 | 4 | +1 | 230.49K | $102,845 | +1 | — |
| Q3 2024 | 2 | -1 | 205.70K | $110,980 | — | −1 |
| Q2 2024 | 3 | — | 206.74K | $133,792 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Hrt Financial Lp | 266.39K | New | $95,000 | 0.0% | New | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 35.89K | +155.7% | $12,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 35.89K | +155.7% | $12,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 26.08K | +17.7% | $9,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 14.13K | New | $5,088 | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 14.13K | New | $5,088 | 0.0% | New | 1 | SEC ↗ |
| 7 | Vanguard Capital Management Llc | 12.02K | — | $4,328 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citigroup Inc | 10.53K | +1052700.0% | $3,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 9.22K | +430.2% | $3,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 9.22K | +430.2% | $3,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.00K | 0.0% | $360 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 26 | 0.0% | $9 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 2 | New | $1 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $95,000 | 0.0% |
| Jane Street Group, Llc | $5,088 | 0.0% |
| Jane Street Group, Llc | $5,088 | 0.0% |
| Northwestern Mutual Wealth… | $1 | 0.0% |
Exited
| Susquehanna International… | $19,481 | was 0.0% |
| Bank Of America Corp /De/ | $11 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 449.85K shares, $48,944 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.