LVO
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| 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 | Fidelity (FMR) ✦ | 5.98M | n/a | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 3.52M | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 1.31M | n/a | $990,920 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | Millennium Management ✦ | 1.13M | New | $852,790 | 0.0% | New | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 983.01K | -47.5% | $742,231 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 509.11K | +5.0% | $384,325 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 264.68K | -67.3% | $199,807 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 231.44K | New | $173,576 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 45.88K | +169.8% | $34,633 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $852,790 | 0.0% |
| Marshall Wace | $173,576 | 0.0% |
Exited
| T. Rowe Price | $26,000 | was 0.0% |
| Citadel Advisors | $8 | 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.