LPL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.3% ·
share flow +30.0% ·
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 Q3 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 | Morgan Stanley ✦ | 8.70M | — | $45.42M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.70M | — | $45.42M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.70M | — | $45.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.70M | — | $45.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.70M | — | $45.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 8.70M | — | $45.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 1.51M | New | $7.86M | 0.0% | New | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 858.29K | +5351.2% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 858.29K | +5351.2% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Marshall Wace ✦ | 858.29K | +5351.2% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 765.51K | +5.7% | $4.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 557.10K | +1177.8% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Millennium Management ✦ | 404.15K | +898.4% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 368.54K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 368.54K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 196.66K | New | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 176.56K | +159.0% | $921,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 176.56K | +159.0% | $921,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 176.56K | +159.0% | $921,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 175.84K | +792.0% | $917,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 111.69K | +2.8% | $583,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 111.69K | +2.8% | $583,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 111.69K | +2.8% | $583,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 101.22K | New | $528,384 | 0.0% | New | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 36.71K | +189.0% | $191,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 36.71K | +189.0% | $191,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.81K | — | $14,668 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $7.86M | 0.0% |
| Citadel Advisors | $1.03M | 0.0% |
| D. E. Shaw & Co. | $528,384 | 0.0% |
Exited
| No tracked exits this quarter. |
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.