SPXV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -2.1% ·
net new positions +9.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Barclays Plc | 60.00K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 27.43K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 12.87K | -0.1% | $959,621 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 12.86K | n/a | $958,875 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Tidal Investments LLC | 8.86K | n/a | $660,779 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 8.29K | -50.0% | $618,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 8.03K | n/a | $599,101 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.08K | New | $379,090 | 0.0% | New | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 3.32K | n/a | $247,754 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | UBS Group AG | 14 | n/a | $1,044 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1 | 0.0% | $118 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $379,090 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 265.67K shares, $13.19M 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.