IOBTQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 799.95K | — | $486,371 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 539.18K | -19.3% | $328,308 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Marshall Wace ✦ | 429.34K | -59.2% | $261,897 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 4 | Renaissance Technologies ✦ | 207.60K | -62.1% | $126,408 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Millennium Management ✦ | 138.72K | -90.0% | $84,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citigroup Inc | 111.45K | — | $67,860 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 43.58K | — | $26,539 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Geode Capital Management ✦ (passive) | 33.31K | 0.0% | $20,280 | 0.0% | Held | 7 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $90,775 | was 0.0% |
| Goldman Sachs Group | $24,169 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 3.39M shares, $179,058 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.