SFY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 32.33K | +55.8% | $4.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 7.40K | — | $956,006 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Fidelity (FMR) ✦ | 4.92K | +6.0% | $635,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 2.13K | — | $275,046 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.61K | — | $208,058 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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 | $3.52M | was 0.0% |
| Marshall Wace | $499,218 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 2.15M shares, $273.35M 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.