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Security record · archived quarter

MSFO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q3 2024
8Tracked holders
-1Δ holders
5.12MShares held
$78.73MReported value
+1New positions
−2Exits
Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -11.1% · share flow -0.4% · net new positions -12.5%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 6 -4 3.96M $41.51M −4
Q1 2026 10 +2 4.73M $54.60M +2
Q4 2025 8 -1 5.12M $78.73M +1 −2
Q3 2025 2 +1 19.62K $341,746 +1
Q3 2024 1 +1 9.19K $184,024 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Tidal Investments LLC 5.03M $77.36M 0.3% n/c 1 SEC ↗
2 Jane Street Group, Llc 47.75K $737,738 0.0% n/c 1 SEC ↗
3 Susquehanna International Group, Llp 29.82K $460,750 0.0% n/c 1 SEC ↗
4 UBS Group AG 10.44K $161,236 0.0% n/c 1 SEC ↗
5 UBS Group AG 10.44K $161,236 0.0% n/c 1 SEC ↗
6 Simplex Trading, Llc 171 $2,641 0.0% n/c 1 SEC ↗
7 Osaic Holdings, Inc. 65 $1,004 0.0% n/c 1 SEC ↗
8 Fidelity (FMR) 4 New $62 0.0% New 1 SEC ↗
9 Wells Fargo & Company/Mn 0 $7 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Fidelity (FMR) $62 0.0%

Exited

Citadel Advisors $332,722 was 0.0%
Morgan Stanley $9,024 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 4.81M shares, $55.60M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API