HOLO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -30.0% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer 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 | +2 | 145.61K | $168,061 | +3 | −1 |
| Q1 2026 | 5 | -2 | 74.33K | $109,168 | n/a | −2 |
| Q4 2025 | 7 | 0 | 132.67K | $293,789 | n/a | n/a |
| Q3 2025 | 2 | n/a | 15.04K | $74,148 | n/a | n/a |
| Q1 2025 | 2 | +1 | 15.34K | $12,629 | +1 | n/a |
| Q4 2024 | 1 | 0 | 12.32K | $60,737 | n/a | n/a |
| Q3 2024 | 1 | 0 | 56.36K | $20,290 | +1 | −1 |
| Q2 2024 | 1 | n/a | 14.36K | $674 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 49.77K | -36.2% | $100,670 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Osaic Holdings, Inc. | 1.96K | -3.9% | $4,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.23K | +1890.3% | $2,283 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 21.23K | -52.6% | $1,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Group One Trading Llc | 134 | -32.7% | $275 | 0.0% | ▼ Trim | 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
| Citigroup Inc | $14,330 | was 0.0% |
| Morgan Stanley | $5,800 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 168.79K shares, $346,015 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.