IOBTQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -30.0% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 7 | -1 | 896.42K | $53,020 | +1 | −2 |
| Q4 2025 | 8 | -2 | 2.30M | $1.40M | — | −2 |
| Q3 2025 | 7 | +1 | 4.01M | $1.45M | +2 | −1 |
| Q2 2025 | 4 | 0 | 2.31M | $3.21M | — | — |
| Q1 2025 | 4 | 0 | 2.31M | $2.52M | — | — |
| Q4 2024 | 4 | 0 | 2.53M | $2.33M | +1 | −1 |
| Q3 2024 | 4 | 0 | 2.27M | $2.38M | +1 | −1 |
| Q2 2024 | 4 | — | 2.41M | $2.82M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 301.29K | -29.8% | $18,077 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 206.22K | -61.8% | $12,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Millennium Management ✦ | 194.16K | +40.0% | $11,397 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citigroup Inc | 72.50K | -35.0% | $4,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 57.97K | New | $3,403 | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 57.97K | New | $3,403 | 0.0% | New | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 33.31K | 0.0% | $1,955 | 0.0% | Held | 8 | SEC ↗ |
| 8 | UBS Group AG | 30.98K | -28.9% | $1,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 30.98K | -28.9% | $1,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $3,403 | 0.0% |
| Jane Street Group, Llc | $3,403 | 0.0% |
Exited
| Bank Of America Corp /De/ | $486,371 | was 0.0% |
| Renaissance Technologies | $126,408 | 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.