MPX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +0.7% ·
net new positions +2.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 41 | +1 | 3.85M | $28.02M | +1 | — |
| Q4 2025 | 40 | -1 | 3.96M | $34.71M | — | −1 |
| Q3 2025 | 12 | +1 | 2.38M | $21.07M | +1 | — |
| Q2 2025 | 8 | 0 | 2.25M | $19.11M | — | — |
| Q1 2025 | 5 | -1 | 1.03M | $8.64M | — | −1 |
| Q4 2024 | 6 | 0 | 1.05M | $9.62M | — | — |
| Q3 2024 | 5 | 0 | 871.62K | $8.45M | — | — |
| Q2 2024 | 5 | — | 833.01K | $8.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 767.51K | +2.8% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 767.51K | +2.8% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 767.51K | +2.8% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 767.51K | +2.8% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 625.52K | -0.9% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 625.52K | -0.9% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 625.52K | -0.9% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 625.52K | -0.9% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 625.52K | -0.9% | $4.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | GAMCO Investors ✦ | 508.57K | +1.8% | $3.70M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 11 | Vanguard Capital Management Llc | 450.27K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Russell Investments Group, Ltd. | 387.58K | +25.3% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Russell Investments Group, Ltd. | 387.58K | +25.3% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 387.58K | +25.3% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 387.58K | +25.3% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Russell Investments Group, Ltd. | 387.58K | +25.3% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 260.64K | +4.3% | $1.90M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passive) | 260.64K | +4.3% | $1.90M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 181.37K | -1.0% | $1.32M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 158.82K | +9.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 158.82K | +9.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 158.82K | +9.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northern Trust Corp | 85.84K | -5.4% | $624,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northern Trust Corp | 85.84K | -5.4% | $624,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northern Trust Corp | 85.84K | -5.4% | $624,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 66.00K | -2.6% | $479,835 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 27 | American Century Companies Inc | 54.44K | -28.3% | $395,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 54.00K | 0.0% | $392,580 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 43.39K | -1.7% | $315,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 43.39K | -1.7% | $315,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 30.70K | -68.2% | $223,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 30.70K | -68.2% | $223,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 30.70K | -68.2% | $223,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 30.70K | -68.2% | $223,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 30.70K | -68.2% | $223,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 30.70K | -68.2% | $223,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 30.70K | -68.2% | $223,160 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Charles Schwab Investment… | 25.73K | -0.1% | $187,093 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 20.36K | +26.0% | $148,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Nuveen, LLC | 19.52K | +0.6% | $141,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Nuveen, LLC | 19.52K | +0.6% | $141,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 15.60K | +281.2% | $113,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | UBS Group AG | 15.60K | +281.2% | $113,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | UBS Group AG | 15.60K | +281.2% | $113,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 14.44K | +0.3% | $103,694 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 10.44K | 0.0% | $91,454 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Bank Of America Corp /De/ | 12.21K | +14.1% | $88,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 12.03K | +19.7% | $87,487 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Rhumbline Advisers | 10.74K | -0.2% | $78,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 6.27K | -6.8% | $45,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 4.74K | -44.0% | $34,454 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 4.74K | -44.0% | $34,454 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.30K | +2.4% | $31,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | New York State Common Retirement… | 4.17K | 0.0% | $30,323 | 0.0% | Held | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 3.76K | -6.9% | $27,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 3.76K | -6.9% | $27,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Wells Fargo & Company/Mn | 3.25K | -66.8% | $23,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 3.25K | -66.8% | $23,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 2.25K | +0.3% | $16,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 2.23K | +64.1% | $16,205 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Barclays Plc | 2.23K | -83.9% | $16,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Barclays Plc | 2.23K | -83.9% | $16,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 1.03K | -67.7% | $7,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 1.03K | -67.7% | $7,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Legal & General Group Plc | 681 | -7.8% | $4,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 540 | +4.0% | $3,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | California State Teachers… | 476 | -10.7% | $3,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Citigroup Inc | 437 | -54.1% | $3,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Citigroup Inc | 437 | -54.1% | $3,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Cwm, Llc | 322 | -58.4% | $2,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Deutsche Bank Ag\ | 213 | 0.0% | $1,549 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Optiver Holding B.V. | 70 | -44.4% | $509 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Jones Financial Companies Lllp | 43 | New | $314 | 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
| Jones Financial Companies Lllp | $314 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 5.60M shares, $40.36M 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.