HIX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow -0.8% ·
net new positions +4.3%
— 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 | 20 | -2 | 10.18M | $40.33M | +1 | −3 |
| Q1 2026 | 23 | 0 | 10.36M | $41.22M | +4 | −4 |
| Q4 2025 | 23 | +1 | 10.85M | $45.15M | +1 | — |
| Q3 2025 | 1 | — | 2.08M | $9.06M | — | — |
| Q1 2025 | 2 | +1 | 120.08K | $501,955 | +1 | — |
| Q4 2024 | 1 | +1 | 21.57K | $90,814 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 3.91M | — | $16.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 3.91M | — | $16.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 3.91M | — | $16.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.98M | -4.8% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.98M | -4.8% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.98M | -4.8% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.98M | -4.8% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.98M | -4.8% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.88M | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.88M | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 924.07K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 573.34K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 573.34K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 491.35K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 228.41K | — | $950,178 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 187.19K | — | $778,702 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 169.05K | — | $703,242 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 169.05K | — | $703,242 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | LPL Financial LLC | 104.52K | — | $434,808 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 87.53K | — | $364,112 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 68.42K | — | $284,643 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 66.04K | — | $274,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 54.06K | — | $225,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 54.06K | — | $225,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 27.99K | — | $116,422 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 24.74K | — | $102,912 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 17.34K | — | $72,155 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 16.09K | New | $66,918 | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 16.00K | — | $66,560 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 15.68K | — | $65,245 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 13.83K | — | $57,937 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 500 | — | $2,080 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 18 | — | $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
| Citadel Advisors | $66,918 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 16.55M shares, $55.68M 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.