LUCY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -5.3% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | +3 | 684.27K | $512,354 | +3 | n/a |
| Q1 2026 | 6 | -2 | 589.62K | $613,188 | +1 | −3 |
| Q4 2025 | 8 | -1 | 412.68K | $358,677 | n/a | −1 |
| Q3 2025 | 3 | +1 | 64.80K | $72,902 | +1 | n/a |
| Q2 2025 | 2 | 0 | 36.98K | $31,163 | n/a | n/a |
| Q1 2025 | 2 | 0 | 53.97K | $31,104 | n/a | n/a |
| Q4 2024 | 2 | 0 | 56.37K | $51,927 | n/a | n/a |
| Q3 2024 | 2 | +1 | 60.35K | $86,970 | +1 | n/a |
| Q2 2024 | 1 | n/a | 64.01K | $31,686 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 341.28K | n/a | $340,084 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 13.40K | -0.4% | $13,352 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 3 | UBS Group AG | 10.32K | n/a | $2,417 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 28.41K | -44.7% | $1,026 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 624 | n/a | $622 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 617 | n/a | $615 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citigroup Inc | 563 | n/a | $561 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Hrt Financial Lp | 17.47K | n/a | $0 | 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
| No new tracked buyers this quarter. |
Exited
| Fidelity (FMR) | $6 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4 holders, 174.79K shares, $11,761 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)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 5.02K sh · $3,396
Officer · 6.93K sh · $4,793
Officer · 7.96K sh · $5,368
Officer · 6.14K sh · $4,174
Officer, Director · 8.25K sh · $5,707
Officer, Director · 5.72K sh · $4,034
Officer · 1.86K sh · $2,176
Officer · 1.86K sh · $2,067
Officer · 6.69K sh · $7,081
Officer · 4.78K sh · $5,018
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology