HCWC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -5.8% ·
net new positions +6.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +3 | 629.80K | $122,167 | +5 | −2 |
| Q1 2026 | 15 | -1 | 410.95K | $102,301 | +3 | −4 |
| Q4 2025 | 16 | +1 | 301.88K | $75,361 | +1 | — |
| Q3 2025 | 5 | +1 | 199.25K | $151,432 | +2 | −1 |
| Q2 2025 | 2 | +1 | 11.08K | $4,474 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 91.96K | New | $23,082 | 0.0% | New | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 73.61K | +6.6% | $18,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 73.61K | +6.6% | $18,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Hrt Financial Lp | 61.21K | — | $15,000 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 59.40K | — | $14,911 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 59.40K | — | $14,911 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 15.10K | -88.4% | $3,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 203 | — | $51 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 107 | — | $27 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 49 | — | $12 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 25 | — | $6 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 20 | — | $4 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 6 | 0.0% | $2 | 0.0% | Held | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 9 | -50.0% | $2 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 1 | 0.0% | $0 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 6 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. | 2 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 169 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| The Vanguard Group | $23,082 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 500.98K shares, $129,832 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.