SDM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -28.7% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 35.28K | 0.0% | $65,271 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 18.45K | 0.0% | $34,123 | 0.0% | Held | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 15.94K | 0.0% | $22,115 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.50K | 0.0% | $6,475 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.24K | 0.0% | $2,290 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 6 | Barclays Plc | 351 | 0.0% | $649 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.00K | 0.0% | $0 | 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
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $56,456 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 10 holders, 153.50K shares, $274,750 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.