IMA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -3 | 833.66K | $4.93M | +2 | −5 |
| Q1 2026 | 18 | -1 | 896.77K | $4.47M | +2 | −3 |
| Q4 2025 | 19 | +1 | 827.23K | $5.70M | +2 | −1 |
| Q3 2025 | 9 | +7 | 560.94K | $4.57M | +7 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 233.36K | New | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 233.36K | New | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 233.36K | New | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 122.25K | New | $996,313 | 0.0% | New | 1 | SEC ↗ |
| 5 | Adage Capital Partners ✦ | 66.67K | New | $543,328 | 0.0% | New | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 52.11K | New | $424,704 | 0.0% | New | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 52.11K | New | $424,704 | 0.0% | New | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 52.11K | New | $424,704 | 0.0% | New | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 52.11K | New | $424,704 | 0.0% | New | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 47.69K | New | $388,701 | 0.0% | New | 1 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 47.69K | New | $388,701 | 0.0% | New | 1 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 37.38K | New | $304,631 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.29K | — | $10,481 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 140 | — | $1,142 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 140 | — | $1,142 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 67 | New | $546 | 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
| The Vanguard Group | $1.90M | 0.0% |
| The Vanguard Group | $1.90M | 0.0% |
| The Vanguard Group | $1.90M | 0.0% |
| Citadel Advisors | $996,313 | 0.0% |
| Adage Capital Partners | $543,328 | 0.0% |
| BlackRock | $424,704 | 0.0% |
| BlackRock | $424,704 | 0.0% |
| BlackRock | $424,704 | 0.0% |
| BlackRock | $424,704 | 0.0% |
| Geode Capital Management | $388,701 | 0.0% |
| Geode Capital Management | $388,701 | 0.0% |
| Renaissance Technologies | $304,631 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 5.36M shares, $26.70M 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.