ISTR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +5 | 5.44M | $162.31M | +6 | −2 |
| Q1 2026 | 51 | +2 | 4.79M | $130.55M | +6 | −4 |
| Q4 2025 | 49 | -1 | 4.14M | $110.58M | — | −1 |
| Q3 2025 | 15 | 0 | 2.59M | $60.19M | +1 | −1 |
| Q2 2025 | 12 | 0 | 2.25M | $43.51M | — | — |
| Q1 2025 | 9 | +2 | 864.79K | $15.24M | +2 | — |
| Q4 2024 | 7 | +1 | 797.52K | $17.53M | +1 | — |
| Q3 2024 | 5 | -1 | 600.91K | $11.66M | +1 | −2 |
| Q2 2024 | 6 | — | 451.58K | $6.95M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 222.05K | +0.2% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 161.18K | +49.6% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Arrowstreet Capital ✦ | 123.78K | +104.5% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 66.67K | +121.7% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 27.23K | New | $528,165 | 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
| Two Sigma Investments | $528,165 | 0.0% |
Exited
| Millennium Management | $314,945 | was 0.0% |
| Citadel Advisors | $173,281 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 109 holders, 7.66M shares, $208.22M 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.