SMDV
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.03K | $1.88M | n/a | n/a |
| Q2 2026 | 35 | 0 | 3.36M | $258.51M | +1 | −2 |
| Q1 2026 | 37 | 0 | 3.35M | $230.56M | +2 | −2 |
| Q4 2025 | 37 | +1 | 3.43M | $226.70M | +1 | n/a |
| Q3 2025 | 6 | 0 | 1.04M | $69.30M | n/a | n/a |
| Q2 2025 | 3 | 0 | 41.63K | $2.71M | n/a | n/a |
| Q1 2025 | 2 | 0 | 47.01K | $3.08M | n/a | n/a |
| Q4 2024 | 2 | 0 | 22.69K | $1.54M | n/a | n/a |
| Q3 2024 | 2 | 0 | 34.03K | $2.36M | n/a | n/a |
| Q2 2024 | 2 | n/a | 42.88K | $2.66M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 981.78K | n/a | $65.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Two Sigma Investments ✦ | 29.90K | 0.0% | $1.99M | 0.0% | Held | 6 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 11.91K | +20.9% | $793,549 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 11.47K | n/a | $764,694 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.66K | n/a | $177,126 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Fidelity (FMR) ✦ | 2.16K | +15.0% | $143,941 | 0.0% | ▲ Add | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 130 holders, 4.94M shares, $334.78M 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.