LOOP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +19.8% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more 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 | 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 277.92K | 0.0% | $266,867 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 277.92K | 0.0% | $266,867 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 3 | Lido Advisors, LLC | 237.50K | New | $228,001 | 0.0% | New | 1 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 227.49K | -0.4% | $218,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 217.35K | 0.0% | $208,655 | 0.0% | Held | 5 | SEC ↗ |
| 6 | Corient Private Wealth LP | 217.13K | -13.8% | $208,445 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 167.14K | 0.0% | $160,455 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 151.10K | +1.6% | $145,056 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Fifth Third Bancorp | 150.12K | 0.0% | $144,113 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 124.51K | +142.4% | $119,531 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 88.34K | 0.0% | $84,806 | 0.0% | Held | 7 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 71.12K | New | $68,273 | 0.0% | New | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 63.03K | +6.7% | $60,505 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 57.43K | -4.8% | $55,135 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | UBS Group AG | 40.30K | +1365.8% | $38,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 13.54K | New | $12,995 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 13.54K | New | $12,995 | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 12.50K | New | $12,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 4.00K | 0.0% | $3,752 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.25K | 0.0% | $1,200 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.20K | 0.0% | $1,000 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 356 | New | $295 | 0.0% | New | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 230 | 0.0% | $205 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Barclays Plc | 116 | New | $111 | 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
| Lido Advisors, LLC | $228,001 | 0.0% |
| Susquehanna International… | $68,273 | 0.0% |
| Bank Of Montreal /Can/ | $12,995 | 0.0% |
| Bank Of Montreal /Can/ | $12,995 | 0.0% |
| Truist Financial Corp | $12,000 | 0.0% |
| Jones Financial Companies Lllp | $295 | 0.0% |
| Barclays Plc | $111 | 0.0% |
Exited
| Citadel Advisors | $70,463 | was 0.0% |
| Hrt Financial Lp | $18,000 | was 0.0% |
| Simplex Trading, Llc | $1,116 | was 0.0% |
| Group One Trading Llc | $72 | was 0.0% |
| Fidelity (FMR) | $22 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 1.09K sh @ 0.6423 · $700
Director · 22.10K sh @ 0.6419 · $14,186
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
6.9% of class · View original SEC filing ↗