MCHB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow -1.8% ·
net new positions -18.2%
· formula
Broad distribution: falling shares and fewer 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 | 58 | +2 | 15.19M | $241.12M | +4 | −2 |
| Q1 2026 | 58 | -2 | 15.42M | $227.42M | +5 | −7 |
| Q4 2025 | 60 | -2 | 15.07M | $220.43M | n/a | −2 |
| Q3 2025 | 15 | +1 | 5.00M | $66.52M | +3 | −2 |
| Q2 2025 | 11 | -2 | 5.26M | $68.78M | n/a | −2 |
| Q1 2025 | 10 | -1 | 3.08M | $36.17M | n/a | −1 |
| Q4 2024 | 11 | 0 | 2.50M | $28.59M | n/a | n/a |
| Q3 2024 | 10 | 0 | 1.66M | $26.20M | n/a | n/a |
| Q2 2024 | 10 | n/a | 1.05M | $11.98M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.36M | +15.5% | $17.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.30M | n/a | $16.94M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 3 | The Vanguard Group ✦ (passive) | 972.59K | n/a | $12.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (passive) | 434.44K | -0.6% | $5.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 433.83K | +2.0% | $5.67M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | D. E. Shaw & Co. ✦ | 419.33K | -14.7% | $5.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 180.83K | -0.4% | $2.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Marshall Wace ✦ | 119.91K | +49.8% | $1.57M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | T. Rowe Price ✦ | 17.54K | +6.0% | $230,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 13.19K | -85.3% | $172,393 | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 11 | Fidelity (FMR) ✦ | 10.31K | n/a | $134,765 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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
| Citadel Advisors | $1.80M | was 0.0% |
| Millennium Management | $280,598 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 27.54M shares, $388.30M 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.