IHF
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Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -30.0% ·
net new positions -16.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 12.50K | $689,600 | n/a | n/a |
| Q2 2026 | 48 | -4 | 8.87M | $490.84M | +4 | −9 |
| Q1 2026 | 54 | +7 | 5.13M | $214.44M | +8 | −1 |
| Q4 2025 | 47 | +1 | 4.54M | $217.71M | +2 | −1 |
| Q3 2025 | 6 | -1 | 979.12K | $48.36M | +1 | −2 |
| Q2 2025 | 4 | -1 | 497.43K | $24.20M | n/a | −1 |
| Q1 2025 | 3 | -1 | 78.61K | $4.15M | n/a | −1 |
| Q4 2024 | 4 | +2 | 188.79K | $9.06M | +2 | n/a |
| Q3 2024 | 2 | -1 | 98.32K | $5.62M | n/a | −1 |
| Q2 2024 | 3 | n/a | 127.86K | $6.70M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 725.51K | n/a | $35.83M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Goldman Sachs Group ✦ | 115.79K | n/a | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 111.69K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 4 | Fidelity (FMR) ✦ | 17.36K | +25.2% | $857,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 8.70K | New | $429,446 | 0.0% | New | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 90 | 0.0% | $4,445 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $429,446 | 0.0% |
Exited
| Two Sigma Investments | $21.55M | was 0.0% |
| Citadel Advisors | $1.97M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 193 holders, 9.57M shares, $393.62M 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.