NC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow -0.2% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | 0 | 1.61M | $80.83M | +2 | −2 |
| Q1 2026 | 41 | +1 | 1.60M | $83.24M | +2 | −1 |
| Q4 2025 | 40 | +2 | 1.65M | $81.09M | +2 | n/a |
| Q3 2025 | 11 | 0 | 926.21K | $39.05M | n/a | n/a |
| Q2 2025 | 9 | 0 | 921.38K | $40.83M | n/a | n/a |
| Q1 2025 | 6 | 0 | 382.45K | $12.90M | n/a | n/a |
| Q4 2024 | 6 | 0 | 399.90K | $11.93M | n/a | n/a |
| Q3 2024 | 5 | 0 | 361.23K | $10.24M | n/a | n/a |
| Q2 2024 | 5 | n/a | 331.99K | $9.19M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 399.81K | -0.1% | $20.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | State Street Global Advisors ✦ (passive) | 83.26K | +2.6% | $4.33M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | Pnc Financial Services Group, Inc. | 48.41K | +1.3% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Northern Trust Corp | 39.91K | +5.1% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | American Century Companies Inc | 39.19K | 0.0% | $2.04M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 3.94K | +1.9% | $204,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.62K | -70.6% | $83,929 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.51K | -66.7% | $78,307 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Barclays Plc | 970 | -84.9% | $50,412 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 776 | +1.3% | $40,347 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | Legal & General Group Plc | 366 | 0.0% | $19,021 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Fifth Third Bancorp | 100 | New | $5,212 | 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
| Fifth Third Bancorp | $5,212 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 2.12M shares, $108.33M 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.