MFUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
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 Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +1 | 416.67K | $27.96M | +2 | −1 |
| Q1 2026 | 14 | -1 | 236.21K | $13.73M | +2 | −3 |
| Q4 2025 | 15 | +1 | 320.00K | $18.12M | +1 | n/a |
| Q3 2025 | 5 | +1 | 313.03K | $17.61M | +1 | n/a |
| Q2 2025 | 1 | -1 | 2.22K | $118,679 | n/a | −1 |
| Q1 2025 | 1 | +1 | 10.65K | $534,643 | +1 | n/a |
| Q3 2024 | 1 | 0 | 55.95K | $2.83M | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.38K | $255,280 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 176.93K | n/a | $9.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Citadel Advisors ✦ | 83.18K | New | $4.68M | 0.0% | New | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 50.66K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 2.22K | 0.0% | $124,896 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 44 | n/a | $2,507 | 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
| Citadel Advisors | $4.68M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 3.00M shares, $173.85M 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.