LVO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -1.8% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 1.28M | $8.19M | +1 | −3 |
| Q1 2026 | 22 | -1 | 1.35M | $6.90M | +2 | −3 |
| Q4 2025 | 23 | +1 | 1.69M | $7.98M | +2 | −1 |
| Q3 2025 | 9 | -1 | 1.44M | $5.94M | n/a | −1 |
| Q2 2025 | 9 | 0 | 13.97M | $10.55M | +2 | −2 |
| Q1 2025 | 6 | +1 | 3.22M | $2.25M | +2 | −1 |
| Q4 2024 | 5 | -1 | 3.20M | $4.70M | +1 | −2 |
| Q3 2024 | 5 | 0 | 2.45M | $2.32M | +1 | −1 |
| Q2 2024 | 5 | n/a | 2.20M | $3.41M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.85M | 0.0% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | State Street Global Advisors ✦ (passive) | 810.27K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 451.71K | -5.0% | $664,009 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Marshall Wace ✦ | 45.46K | New | $66,827 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | T. Rowe Price ✦ | 35.95K | +63.0% | $53,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $66,827 | 0.0% |
Exited
| Citadel Advisors | $63,165 | was 0.0% |
| Millennium Management | $25,748 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 1.69M shares, $8.63M 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.