OFS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +10.6% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | -5 | 38.29K | $135,995 | — | −5 |
| Q1 2026 | 12 | -5 | 267.72K | $950,137 | +2 | −7 |
| Q4 2025 | 17 | +1 | 497.16K | $2.37M | +1 | — |
| Q3 2025 | 4 | 0 | 287.71K | $2.21M | — | — |
| Q2 2025 | 2 | 0 | 131.05K | $1.11M | +1 | −1 |
| Q1 2025 | 2 | 0 | 136.70K | $1.27M | +1 | −1 |
| Q4 2024 | 2 | 0 | 130.08K | $1.05M | +1 | −1 |
| Q3 2024 | 2 | 0 | 130.85K | $1.11M | +1 | −1 |
| Q2 2024 | 2 | — | 128.29K | $1.14M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 157.52K | +7.4% | $749,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 157.52K | +7.4% | $749,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 157.52K | +7.4% | $749,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Marshall Wace ✦ | 79.12K | New | $376,622 | 0.0% | New | 1 | SEC ↗ |
| 5 | Marshall Wace ✦ | 79.12K | New | $376,622 | 0.0% | New | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 72.23K | -40.3% | $343,815 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Connor, Clark & Lunn Investment… | 70.18K | — | $334,076 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Squarepoint Ops LLC | 42.37K | — | $201,676 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 24.07K | +54.9% | $114,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 17.91K | — | $85,237 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 13.87K | — | $66,016 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 11.50K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 3.35K | — | $15,937 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 3.35K | — | $15,937 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 3.35K | — | $15,937 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 2.22K | -51.5% | $10,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.08K | — | $5,155 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 1.00K | — | $4,760 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 506 | — | $2,408 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Simplex Trading, Llc | 140 | — | $666 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2 | — | $7 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 100 | — | $0 | 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
| Marshall Wace | $376,622 | 0.0% |
| Marshall Wace | $376,622 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 793.58K shares, $2.70M 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.