MX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +4.0% ·
net new positions +6.2%
— 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 | 36 | 0 | 10.83M | $51.23M | +7 | −7 |
| Q1 2026 | 37 | +4 | 10.29M | $28.80M | +8 | −4 |
| Q4 2025 | 34 | -1 | 10.70M | $27.29M | +1 | −2 |
| Q3 2025 | 16 | +1 | 7.79M | $24.37M | +1 | — |
| Q2 2025 | 12 | 0 | 6.08M | $24.18M | +1 | −1 |
| Q1 2025 | 9 | -1 | 4.65M | $15.93M | +1 | −2 |
| Q4 2024 | 10 | -1 | 4.72M | $18.96M | — | −1 |
| Q3 2024 | 10 | -1 | 4.46M | $20.82M | +1 | −2 |
| Q2 2024 | 11 | — | 4.92M | $23.98M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Oaktree Capital Management ✦ | 2.85M | 0.0% | $8.92M | 0.2% | Held | 6 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 1.03M | +0.6% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Marshall Wace ✦ | 873.73K | +24.9% | $2.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Marshall Wace ✦ | 873.73K | +24.9% | $2.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Marshall Wace ✦ | 873.73K | +24.9% | $2.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 682.17K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 682.17K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 682.17K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 682.17K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 489.09K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 295.31K | -1.7% | $924,305 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 262.37K | -3.3% | $821,227 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 254.25K | -17.4% | $795,818 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 240.26K | — | $752,026 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 240.26K | — | $752,026 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 240.26K | — | $752,026 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 240.26K | — | $752,026 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 211.37K | -1.7% | $661,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 211.37K | -1.7% | $661,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 211.37K | -1.7% | $661,601 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 183.00K | -14.8% | $572,806 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 164.44K | +256.2% | $514,697 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fairfax Financial ✦ | 125.00K | 0.0% | $391,250 | 0.0% | Held | 6 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 97.90K | New | $306,427 | 0.0% | New | 1 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 28.25K | +21.7% | $88,426 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 37 | 0.0% | $116 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $306,427 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 19.50M shares, $49.55M 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.