NINE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +30.0% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +7 | 3.15M | $40.98M | +8 | −1 |
| Q1 2026 | 8 | -9 | 2.48M | $20.00M | +5 | −14 |
| Q4 2025 | 18 | -2 | 3.01M | $1.04M | n/a | −2 |
| Q3 2025 | 9 | +2 | 2.76M | $1.74M | +2 | n/a |
| Q2 2025 | 5 | -1 | 2.01M | $1.55M | n/a | −1 |
| Q1 2025 | 4 | -3 | 840.52K | $949,644 | n/a | −3 |
| Q4 2024 | 7 | +3 | 998.69K | $1.12M | +3 | n/a |
| Q3 2024 | 3 | 0 | 540.27K | $610,556 | n/a | n/a |
| Q2 2024 | 3 | n/a | 522.82K | $878,411 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Adage Capital Partners ✦ | 1.36M | New | $11.11M | 0.0% | New | 1 | SEC ↗ |
| 2 | Nomura Holdings Inc | 502.05K | New | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 3 | Mackenzie Financial Corp | 361.30K | New | $2.62M | 0.0% | New | 1 | SEC ↗ |
| 4 | Nomura Asset Management Co Ltd | 166.24K | New | $1.36M | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Sei Investments Co | 79.52K | New | $652,023 | 0.0% | New | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 15.53K | +81642.1% | $127,355 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 465 | +365.0% | $3,813 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 465 | -84.7% | $3,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $11.11M | 0.0% |
| Nomura Holdings Inc | $4.12M | 0.0% |
| Mackenzie Financial Corp | $2.62M | 0.0% |
| Nomura Asset Management Co Ltd | $1.36M | 0.0% |
| Sei Investments Co | $652,023 | 0.0% |
Exited
| BlackRock | $212,916 | was 0.0% |
| Renaissance Technologies | $160,002 | was 0.0% |
| Geode Capital Management | $113,852 | was 0.0% |
| State Street Global Advisors | $46,884 | was 0.0% |
| UBS Group AG | $33,547 | was 0.0% |
| Susquehanna International… | $19,641 | was 0.0% |
| Northern Trust Corp | $17,668 | was 0.0% |
| Focus Partners Wealth | $15,430 | was 0.0% |
| Jane Street Group, Llc | $12,355 | was 0.0% |
| Group One Trading Llc | $3,650 | was 0.0% |
| LPL Financial LLC | $3,630 | was 0.0% |
| Bank Of America Corp /De/ | $116 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 11.63M shares, $91.20M 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.