SIMA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | -4 | 27.32K | $297,598 | +2 | −6 |
| Q1 2026 | 9 | 0 | 4.17M | $44.68M | — | — |
| Q4 2025 | 9 | -1 | 3.75M | $39.68M | — | −1 |
| Q3 2025 | 5 | 0 | 2.13M | $22.37M | — | — |
| Q2 2025 | 3 | 0 | 1.50M | $15.64M | — | — |
| Q1 2025 | 3 | 0 | 1.51M | $15.51M | — | — |
| Q4 2024 | 3 | 0 | 1.51M | $15.17M | — | — |
| Q3 2024 | 3 | +3 | 1.44M | $14.41M | +3 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 15.45K | New | $167,654 | 0.0% | New | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 9.28K | New | $101,605 | 0.0% | New | 1 | SEC ↗ |
| 3 | UBS Group AG | 1.89K | -95.8% | $20,647 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Barclays Plc | 654 | 0.0% | $7,148 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 50 | -29.6% | $544 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Geode Capital Management | $167,654 | 0.0% |
| JPMorgan Chase | $101,605 | 0.0% |
Exited
| D. E. Shaw & Co. | $10.60M | was 0.0% |
| LMR Partners LLP | $10.51M | was 0.1% |
| Toronto Dominion Bank | $8.37M | was 0.0% |
| Goldman Sachs Group | $6.68M | was 0.0% |
| Two Sigma Investments | $5.36M | was 0.0% |
| Healthcare Of Ontario Pension… | $2.68M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 5 holders, 103.24K shares, $1.12M 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.