ISTR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +12.3% ·
net new positions +14.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 | n/a | −1 |
| Q3 2025 | 15 | 0 | 2.59M | $60.19M | +1 | −1 |
| Q2 2025 | 12 | 0 | 2.25M | $43.51M | n/a | n/a |
| Q1 2025 | 9 | +2 | 864.79K | $15.24M | +2 | n/a |
| Q4 2024 | 7 | +1 | 797.52K | $17.53M | +1 | n/a |
| Q3 2024 | 5 | -1 | 600.91K | $11.66M | +1 | −2 |
| Q2 2024 | 6 | n/a | 451.58K | $6.95M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 228.88K | +42.0% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 220.77K | -0.6% | $4.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Arrowstreet Capital ✦ | 126.08K | +1.9% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 109.27K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 59.88K | -10.2% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 29.62K | New | $650,565 | 0.0% | New | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 23.03K | -15.4% | $505,761 | 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
| Millennium Management | $650,565 | 0.0% |
Exited
| No tracked exits this quarter. |
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.