Security record · archived quarter
SHIM
name pending profile ingest
11Tracked holders
0Δ holders
236.33KShares held
$690,054Reported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +28.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +17 | 1.36M | $6.22M | +17 | — |
| Q1 2026 | 11 | 0 | 499.39K | $1.83M | +2 | −2 |
| Q4 2025 | 11 | 0 | 236.33K | $690,054 | +1 | −1 |
| Q3 2025 | 6 | 0 | 158.44K | $413,516 | — | — |
| Q2 2025 | 4 | 0 | 115.63K | $202,105 | — | — |
| Q1 2025 | 2 | -1 | 59.42K | $106,957 | — | −1 |
| Q4 2024 | 3 | +1 | 86.13K | $223,066 | +1 | — |
| Q3 2024 | 1 | -1 | 43.08K | $106,394 | — | −1 |
| Q2 2024 | 2 | — | 51.78K | $80,253 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 68.64K | +2.8% | $200,442 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 68.64K | +2.8% | $200,442 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 67.59K | 0.0% | $197,352 | 0.0% | Held | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 67.59K | 0.0% | $197,352 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 51.15K | New | $149,361 | 0.0% | New | 1 | SEC ↗ |
| 6 | Sei Investments Co | 24.76K | — | $72,302 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 14.70K | 0.0% | $42,924 | 0.0% | Held | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.45K | +4.0% | $21,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.45K | +4.0% | $21,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 872 | — | $2,546 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 730 | -40.5% | $2,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 420 | — | $1,226 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 3 | — | $9 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 12 | — | $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
| Citadel Advisors | $149,361 | 0.0% |
Exited
| Morgan Stanley | $2,610 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 2.22M shares, $8.10M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API