ISMF
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 600.15K | 0.0% | $16.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Assetmark, Inc | 569.95K | New | $15.55M | 0.0% | New | 1 | SEC ↗ |
| 3 | Jane Street Group, Llc | 15.24K | New | $415,848 | 0.0% | New | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.15K | New | $31,315 | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 400 | +100.0% | $11,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Assetmark, Inc | $15.55M | 0.0% |
| Jane Street Group, Llc | $415,848 | 0.0% |
| JPMorgan Chase | $31,315 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 1.53M shares, $41.73M 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.