TOUR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +11.5% ·
net new positions +5.9%
· 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 | 11 | -2 | 513.51K | $2.48M | +1 | −3 |
| Q1 2026 | 13 | -4 | 7.65M | $5.89M | n/a | −4 |
| Q4 2025 | 17 | +1 | 9.68M | $6.01M | +1 | n/a |
| Q3 2025 | 5 | 0 | 5.69M | $5.41M | n/a | n/a |
| Q2 2025 | 3 | -1 | 386.83K | $325,712 | n/a | −1 |
| Q1 2025 | 4 | -1 | 535.26K | $588,781 | n/a | −1 |
| Q4 2024 | 5 | +1 | 573.86K | $588,266 | +1 | n/a |
| Q3 2024 | 4 | 0 | 286.52K | $406,853 | n/a | n/a |
| Q2 2024 | 4 | n/a | 510.87K | $427,550 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.89M | +40.4% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 2.16M | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 1.28M | -15.6% | $790,599 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 476.94K | n/a | $295,703 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 316.56K | -35.6% | $196,264 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 168.23K | -2.0% | $104,303 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 145.02K | n/a | $90,651 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 50.56K | n/a | $31,350 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bnp Paribas Financial Markets | 45.26K | n/a | $28,059 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 42.50K | n/a | $26,348 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Hrt Financial Lp | 38.02K | n/a | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Lido Advisors, LLC | 18.53K | n/a | $17,650 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 24.73K | 0.0% | $15,330 | 0.0% | Held | 7 | SEC ↗ |
| 14 | Rhumbline Advisers | 15.94K | n/a | $9,884 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citigroup Inc | 2.06K | n/a | $1,277 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Simplex Trading, Llc | 1.92K | n/a | $1,187 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 9 | New | $6 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $6 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 19 holders, 8.37M shares, $6.24M 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.
10.5% of class · View original SEC filing ↗