LOCL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -10.0% ·
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 | 10 | -2 | 423.95K | $547,214 | +1 | −3 |
| Q1 2026 | 12 | -1 | 471.13K | $546,222 | +2 | −3 |
| Q4 2025 | 13 | 0 | 468.81K | $953,303 | — | — |
| Q3 2025 | 7 | +1 | 430.74K | $1.29M | +1 | — |
| Q2 2025 | 4 | 0 | 367.49K | $859,958 | — | — |
| Q1 2025 | 1 | 0 | 35.91K | $73,988 | — | — |
| Q4 2024 | 1 | 0 | 37.49K | $77,632 | — | — |
| Q3 2024 | 1 | 0 | 37.70K | $94,278 | — | — |
| Q2 2024 | 1 | — | 38.81K | $108,306 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 189.08K | 0.0% | $243,913 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 118.99K | 0.0% | $153,501 | 0.0% | Held | 5 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 45.72K | -28.8% | $58,986 | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 33.98K | 0.0% | $43,834 | 0.0% | Held | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 27.51K | 0.0% | $35,488 | 0.0% | Held | 5 | SEC ↗ |
| 6 | UBS Group AG | 4.25K | New | $5,481 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 3.77K | -11.7% | $5,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 385 | 0.0% | $496 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 9 | Bnp Paribas Financial Markets | 264 | 0.0% | $341 | 0.0% | Held | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 10 | 0.0% | $13 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $5,481 | 0.0% |
Exited
| Citadel Advisors | $20,893 | was 0.0% |
| Northern Trust Corp | $16,690 | was 0.0% |
| Osaic Holdings, Inc. | $1 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 836.78K shares, $970,379 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 118.72K sh · $125,843
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
3.7% of class · View original SEC filing ↗
5.2% of class · View original SEC filing ↗