IAT
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +1 | 3.72M | $231.73M | +5 | −4 |
| Q1 2026 | 45 | +2 | 3.54M | $189.78M | +6 | −4 |
| Q4 2025 | 43 | +3 | 3.38M | $186.67M | +4 | −1 |
| Q3 2025 | 7 | 0 | 1.45M | $76.04M | +1 | −1 |
| Q2 2025 | 4 | -1 | 170.15K | $8.43M | — | −1 |
| Q1 2025 | 4 | -1 | 223.65K | $10.43M | +1 | −2 |
| Q4 2024 | 5 | +1 | 155.88K | $7.85M | +1 | — |
| Q3 2024 | 4 | +1 | 171.93K | $8.17M | +2 | −1 |
| Q2 2024 | 3 | — | 78.84K | $3.27M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 751.61K | — | $39.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 751.61K | — | $39.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 751.61K | — | $39.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 751.61K | — | $39.48M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 294.97K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 294.97K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 294.97K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 294.97K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 294.97K | — | $15.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 193.00K | +154.3% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 150.11K | — | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 37.63K | -34.7% | $1.98M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 18.70K | New | $982,311 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.61K | +64.0% | $84,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 1.61K | +64.0% | $84,622 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $982,311 | 0.0% |
Exited
| Marshall Wace | $1.77M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 165 holders, 4.47M shares, $232.93M 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.