LOMA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +2.7% ·
net new positions -5.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 0 | 8.53M | $97.61M | +3 | −3 |
| Q1 2026 | 20 | -1 | 8.60M | $95.38M | +1 | −2 |
| Q4 2025 | 21 | -5 | 8.38M | $108.49M | n/a | −5 |
| Q3 2025 | 10 | 0 | 2.90M | $21.40M | n/a | n/a |
| Q2 2025 | 7 | 0 | 1.31M | $14.33M | n/a | n/a |
| Q1 2025 | 7 | +2 | 1.61M | $17.70M | +2 | n/a |
| Q4 2024 | 5 | +1 | 2.14M | $25.58M | +1 | n/a |
| Q3 2024 | 4 | -2 | 324.46K | $2.62M | n/a | −2 |
| Q2 2024 | 6 | n/a | 1.17M | $7.93M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 4.68M | +0.3% | $51.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.26M | +10.2% | $14.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Aberdeen Group plc | 913.89K | -10.4% | $10.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 530.47K | +10.1% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 5 | UBS Group AG | 342.17K | +75.6% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Citigroup Inc | 241.94K | +140.6% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 163.96K | -41.8% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Balyasny Asset Management L.P. | 131.77K | 0.0% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 99.77K | -28.3% | $1.11M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 10 | Dodge & Cox ✦ | 72.18K | +66.0% | $800,498 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 11 | State Of Wisconsin Investment Board | 37.55K | 0.0% | $416,463 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 31.59K | New | $350,344 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 26.04K | +55.0% | $288,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 25.36K | +0.7% | $281,253 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 14.55K | 0.0% | $161,337 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.01K | -32.4% | $133,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 8.90K | +74.6% | $93,094 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.01K | 0.0% | $11,190 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 131 | -9.0% | $1,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 49 | -14.0% | $543 | 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
| Citadel Advisors | $350,344 | 0.0% |
Exited
| Pictet Asset Management… | $619,282 | was 0.0% |
| Group One Trading Llc | $52,875 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 59 holders, 21.84M shares, $241.37M 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.