HQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -15.1% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +9 | 589.98K | $15.71M | +11 | −2 |
| Q1 2026 | 7 | +7 | 694.80K | $3.68M | +7 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 246.78K | +250.1% | $6.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 246.78K | +250.1% | $6.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 65.73K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 64.90K | New | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 5 | Hrt Financial Lp | 64.33K | +392.6% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Hrt Financial Lp | 64.33K | +392.6% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Northern Trust Corp | 37.94K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 8 | LMR Partners LLP | 37.12K | -89.4% | $593,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 18.09K | New | $502,206 | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 18.09K | New | $502,206 | 0.0% | New | 1 | SEC ↗ |
| 11 | Tidal Investments LLC | 17.95K | New | $498,153 | 0.0% | New | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 17.77K | New | $493,156 | 0.0% | New | 1 | SEC ↗ |
| 13 | Us Bancorp \De\ | 10.28K | New | $285,456 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 4.80K | +1820.0% | $133,248 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.34K | +1068.0% | $64,847 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.34K | +1068.0% | $64,847 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 1.33K | New | $37,060 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 456 | New | $12,658 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 98 | New | $2,303 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 80 | New | $2,000 | 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
| Bank Of America Corp /De/ | $1.82M | 0.0% |
| Goldman Sachs Group | $1.80M | 0.0% |
| Northern Trust Corp | $1.05M | 0.0% |
| Jane Street Group, Llc | $502,206 | 0.0% |
| Jane Street Group, Llc | $502,206 | 0.0% |
| Tidal Investments LLC | $498,153 | 0.0% |
| Geode Capital Management | $493,156 | 0.0% |
| Us Bancorp \De\ | $285,456 | 0.0% |
| BlackRock | $37,060 | 0.0% |
| Osaic Holdings, Inc. | $12,658 | 0.0% |
| JPMorgan Chase | $2,303 | 0.0% |
| Royal Bank Of Canada | $2,000 | 0.0% |
Exited
| Citadel Advisors | $2.21M | was 0.0% |
| Susquehanna International… | $20,553 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 1.71M shares, $3.16M 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.