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Security record · archived quarter

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name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
21Tracked holders
+1Δ holders
1.77MShares held
$2.18MReported value
+4New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.0% · share flow -9.2% · net new positions +4.8%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 +1 2.12M $2.04M +6 −5
Q1 2026 21 +1 1.77M $2.18M +4 −3
Q4 2025 20 0 2.07M $2.07M
Q3 2025 8 0 1.30M $1.93M
Q2 2025 6 +1 1.01M $1.44M +1
Q1 2025 3 0 425.29K $489,168 +1 −1
Q4 2024 3 +1 360.03K $432,127 +1
Q3 2024 1 -1 250.96K $461,879 −1
Q2 2024 2 252.72K $528,323
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 278.00K -0.8% $397,637 0.0% ▼ Trim 8 SEC ↗
2 Geode Capital Management (passive) 278.00K -0.8% $397,637 0.0% ▼ Trim 8 SEC ↗
3 Vanguard Capital Management Llc 228.41K $326,626 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 217.35K 0.0% $310,809 0.0% Held 4 SEC ↗
5 Osaic Holdings, Inc. 167.14K 0.0% $239,011 0.0% Held 2 SEC ↗
6 Fifth Third Bancorp 150.12K New $214,669 0.0% New 1 SEC ↗
7 Renaissance Technologies 148.66K -8.9% $212,585 0.0% ▼ Trim 4 SEC ↗
8 State Street Global Advisors (passive) 88.34K 0.0% $126,326 0.0% Held 6 SEC ↗
9 Goldman Sachs Group 60.35K -18.8% $86,308 0.0% ▼ Trim 3 SEC ↗
10 Northern Trust Corp 59.08K 0.0% $84,486 0.0% Held 2 SEC ↗
11 Morgan Stanley 51.36K +1.7% $73,439 0.0% ▲ Add 3 SEC ↗
12 Citadel Advisors 49.27K -13.1% $70,463 0.0% ▼ Trim 5 SEC ↗
13 Hrt Financial Lp 12.59K New $18,000 0.0% New 1 SEC ↗
14 TD Waterhouse Canada Inc. 4.00K 0.0% $5,880 0.0% Held 2 SEC ↗
15 UBS Group AG 2.75K -24.4% $3,931 0.0% ▼ Trim 2 SEC ↗
16 Royal Bank Of Canada 1.20K 0.0% $2,000 0.0% Held 2 SEC ↗
17 Wells Fargo & Company/Mn 1.25K +525.0% $1,788 0.0% ▲ Add 2 SEC ↗
18 Simplex Trading, Llc 781 +658.2% $1,116 0.0% ▲ Add 2 SEC ↗
19 Corient Private Wealth LP 251.75K -49.1% $360 0.0% ▼ Trim 2 SEC ↗
20 National Bank Of Canada /Fi/ 230 -46.5% $322 0.0% ▼ Trim 2 SEC ↗
21 Group One Trading Llc 50 New $72 0.0% New 1 SEC ↗
22 Fidelity (FMR) 16 New $22 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

Fifth Third Bancorp $214,669 0.0%
Hrt Financial Lp $18,000 0.0%
Group One Trading Llc $72 0.0%
Fidelity (FMR) $22 0.0%

Exited

Susquehanna International… $62,711 was 0.0%
Bank Of America Corp /De/ $214 was 0.0%
Citigroup Inc $1 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 2.62M shares, $3.36M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 19 GEYGAN JEFFREY RICHART

Director · 1.09K sh @ 0.6423 · $700

Aug 18 GEYGAN JEFFREY RICHART

Director · 22.10K sh @ 0.6419 · $14,186

Jul 31 GEYGAN JEFFREY RICHART

Director · 30.80K sh @ 0.7331 · $22,579

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jun 24 SC 13D/A — GLOBAL VALUE INVESTMENT CORP.

6.9% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API