IDX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow -30.0% ·
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 | 10 | +2 | 189.97K | $1.88M | +3 | −1 |
| Q1 2026 | 8 | -6 | 378.50K | $5.21M | +1 | −7 |
| Q4 2025 | 14 | 0 | 1.15M | $18.91M | — | — |
| Q3 2025 | 1 | — | 2.43K | $39,081 | — | — |
| Q1 2025 | 1 | 0 | 14.39K | $179,719 | — | — |
| Q4 2024 | 1 | 0 | 29.24K | $432,752 | — | — |
| Q3 2024 | 1 | 0 | 11.19K | $203,059 | — | — |
| Q2 2024 | 1 | — | 15.69K | $248,263 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 102.91K | -7.3% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 30.55K | -0.4% | $302,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Focus Partners Wealth | 19.20K | -73.2% | $190,039 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 18.29K | -84.3% | $181,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mariner, LLC | 12.51K | New | $123,829 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 3.32K | New | $32,888 | 0.0% | New | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.62K | — | $16,076 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 1.27K | -67.9% | $13,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 300 | -0.3% | $2,970 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Qube Research & Technologies Ltd | 1 | New | $10 | 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
| Mariner, LLC | $123,829 | 0.0% |
| UBS Group AG | $32,888 | 0.0% |
| Qube Research & Technologies… | $10 | 0.0% |
Exited
| Jane Street Group, Llc | $615,829 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 566.82K shares, $7.75M 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.