KALA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | -4 | 510.61K | $883,354 | +2 | −6 |
| Q1 2026 | 13 | -1 | 1.24M | $214,364 | +2 | −3 |
| Q4 2025 | 14 | +3 | 518.67K | $288,355 | +3 | — |
| Q3 2025 | 6 | 0 | 330.36K | $505,489 | +1 | −1 |
| Q2 2025 | 4 | +1 | 265.50K | $1.26M | +1 | — |
| Q1 2025 | 1 | -2 | 54.83K | $314,237 | — | −2 |
| Q4 2024 | 3 | -1 | 195.57K | $1.36M | — | −1 |
| Q3 2024 | 4 | +2 | 213.32K | $1.22M | +2 | — |
| Q2 2024 | 2 | — | 161.17K | $1.14M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 220.62K | +18118.2% | $381,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 145.15K | +2680.2% | $251,112 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 145.15K | +2680.2% | $251,112 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 71.54K | +33021.3% | $123,768 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 71.54K | +33021.3% | $123,768 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Northern Trust Corp | 41.61K | +17989.6% | $71,978 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Qube Research & Technologies Ltd | 11.07K | New | $19,156 | 0.0% | New | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 10.92K | +3786.5% | $18,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 9.06K | +577.4% | $15,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Barclays Plc | 608 | New | $1,052 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 28 | -52.5% | $48 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 28 | -52.5% | $48 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 28 | -52.5% | $48 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $19,156 | 0.0% |
| Barclays Plc | $1,052 | 0.0% |
Exited
| Renaissance Technologies | $72,272 | was 0.0% |
| Citadel Advisors | $48,754 | was 0.0% |
| Jane Street Group, Llc | $6,232 | was 0.0% |
| JPMorgan Chase | $5,133 | was 0.0% |
| State Street Global Advisors | $4,947 | was 0.0% |
| LPL Financial LLC | $2,982 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 1.67M shares, $244,842 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.