IPST
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 Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | -4 | 35.79K | $84,105 | +2 | −6 |
| Q1 2026 | 10 | +2 | 719.49K | $189,109 | +4 | −2 |
| Q4 2025 | 7 | +4 | 254.65K | $397,250 | +4 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 169.19K | New | $263,931 | 0.0% | New | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 169.19K | New | $263,931 | 0.0% | New | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 169.19K | New | $263,931 | 0.0% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 57.94K | New | $90,389 | 0.0% | New | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 57.94K | New | $90,389 | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 13.74K | New | $21,433 | 0.0% | New | 1 | SEC ↗ |
| 7 | Northern Trust Corp | 12.96K | — | $20,219 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 640 | New | $998 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 100 | — | $156 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 79 | — | $124 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 79 | — | $124 | 0.0% | n/c | 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 | $263,931 | 0.0% |
| The Vanguard Group | $263,931 | 0.0% |
| The Vanguard Group | $263,931 | 0.0% |
| Geode Capital Management | $90,389 | 0.0% |
| Geode Capital Management | $90,389 | 0.0% |
| Morgan Stanley | $21,433 | 0.0% |
| BlackRock | $998 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 147 shares, $39 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.