MDAI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +6 | 3.02M | $5.23M | +7 | −1 |
| Q1 2026 | 11 | +1 | 1.63M | $2.40M | +2 | −1 |
| Q4 2025 | 10 | -1 | 1.46M | $2.07M | — | −1 |
| Q3 2025 | 6 | 0 | 1.10M | $2.50M | — | — |
| Q2 2025 | 5 | +1 | 898.06K | $2.23M | +1 | — |
| Q1 2025 | 2 | -1 | 165.19K | $189,971 | — | −1 |
| Q4 2024 | 3 | +1 | 232.93K | $659,197 | +1 | — |
| Q3 2024 | 1 | 0 | 96.74K | $102,541 | — | — |
| Q2 2024 | 1 | — | 67.21K | $118,291 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 994.41K | +36.9% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Marshall Wace ✦ | 827.45K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 3 | Marshall Wace ✦ | 827.45K | New | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 226.32K | +2.4% | $391,532 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 225.82K | +99.8% | $390,673 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 225.82K | +99.8% | $390,673 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 222.59K | -26.1% | $385,159 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 222.59K | -26.1% | $385,159 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 161.78K | +32.3% | $279,874 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 161.78K | +32.3% | $279,874 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 161.78K | +32.3% | $279,874 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | LPL Financial LLC | 160.70K | New | $278,013 | 0.0% | New | 1 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 75.60K | 0.0% | $130,788 | 0.0% | Held | 7 | SEC ↗ |
| 14 | Northern Trust Corp | 50.55K | +57.5% | $87,446 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 20.26K | New | $34,238 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 20.26K | New | $34,238 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 15.45K | New | $27,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 13.80K | +64.4% | $23,873 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 13.80K | +64.4% | $23,873 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Raymond James Financial Inc | 12.80K | 0.0% | $22,144 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 12.80K | 0.0% | $22,144 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 10.24K | New | $17,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 6.48K | 0.0% | $11,210 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Barclays Plc | 328 | New | $567 | 0.0% | New | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 173 | New | $299 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $1.43M | 0.0% |
| Marshall Wace | $1.43M | 0.0% |
| LPL Financial LLC | $278,013 | 0.0% |
| JPMorgan Chase | $34,238 | 0.0% |
| JPMorgan Chase | $34,238 | 0.0% |
| Royal Bank Of Canada | $27,000 | 0.0% |
| Hrt Financial Lp | $17,000 | 0.0% |
| Barclays Plc | $567 | 0.0% |
| Rockefeller Capital… | $299 | 0.0% |
Exited
| Citigroup Inc | $21,807 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 3.31M shares, $4.87M 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.