SLE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +30.0% ·
net new positions +9.1%
— 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 | 12 | +3 | 64.98K | $192,981 | +4 | −1 |
| Q1 2026 | 9 | -2 | 36.96K | $137,360 | +1 | −3 |
| Q4 2025 | 11 | +1 | 127.96K | $78,117 | +1 | — |
| Q3 2025 | 3 | 0 | 8.62K | $38,703 | — | — |
| Q2 2025 | 1 | -2 | 354 | $1,641 | — | −2 |
| Q1 2025 | 2 | 0 | 229.45K | $53,920 | — | — |
| Q4 2024 | 2 | +1 | 109.19K | $67,426 | +1 | — |
| Q3 2024 | 1 | 0 | 53.09K | $33,022 | — | — |
| Q2 2024 | 1 | — | 41.85K | $33,483 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 74.07K | — | $45,218 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 52.16K | New | $31,842 | 0.0% | New | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 900 | — | $549 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 417 | -94.9% | $255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 347 | 0.0% | $212 | 0.0% | Held | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 43 | -14.0% | $26 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 43 | -14.0% | $26 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 18 | — | $10 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 18 | — | $10 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 3 | — | $2 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Group One Trading Llc | 1 | — | $1 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 1 | — | $1 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citigroup Inc | 1 | — | $1 | 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 | $31,842 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 170.32K shares, $630,789 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.