LPL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +13.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | +3 | 69.72M | $271.27M | +7 | −4 |
| Q1 2026 | 54 | +6 | 39.08M | $151.58M | +8 | −2 |
| Q4 2025 | 47 | +1 | 28.21M | $118.76M | +1 | — |
| Q3 2025 | 14 | +3 | 13.96M | $72.88M | +3 | — |
| Q2 2025 | 8 | +4 | 1.03M | $3.53M | +5 | −1 |
| Q1 2025 | 2 | -3 | 737.30K | $2.29M | — | −3 |
| Q4 2024 | 5 | -1 | 774.07K | $2.38M | +1 | −2 |
| Q3 2024 | 5 | +1 | 343.09K | $1.39M | +1 | — |
| Q2 2024 | 4 | — | 494.59K | $2.04M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 724.15K | +2.8% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 108.66K | — | $371,625 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 108.66K | — | $371,625 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 108.66K | — | $371,625 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 68.16K | — | $233,116 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 68.16K | — | $233,116 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 68.16K | — | $233,116 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 43.60K | New | $149,112 | 0.0% | New | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 40.48K | New | $138,448 | 0.0% | New | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 19.71K | New | $67,418 | 0.0% | New | 1 | SEC ↗ |
| 11 | Marshall Wace ✦ | 15.74K | New | $53,848 | 0.0% | New | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 15.74K | New | $53,848 | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 12.70K | New | $43,441 | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 12.70K | New | $43,441 | 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
| Renaissance Technologies | $149,112 | 0.0% |
| Millennium Management | $138,448 | 0.0% |
| Two Sigma Investments | $67,418 | 0.0% |
| Marshall Wace | $53,848 | 0.0% |
| Marshall Wace | $53,848 | 0.0% |
| AQR Capital Management | $43,441 | 0.0% |
| AQR Capital Management | $43,441 | 0.0% |
Exited
| Citadel Advisors | $101,109 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 156 holders, 43.83M shares, $169.45M 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.