VAL-WT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +30.0% ·
net new positions +11.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LMR Partners LLP | 958.88K | +1884.1% | $15.33M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 29.60K | -1.5% | $473,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Point72 Asset Management ✦ | 20.74K | New | $331,633 | 0.0% | New | 1 | SEC ↗ |
| 4 | Storebrand Asset Management As | 14.32K | 0.0% | $229,009 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Hrt Financial Lp | 12.55K | -2.5% | $200,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Barclays Plc | 1.60K | 0.0% | $25,664 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.37K | -1.7% | $21,850 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 1.16K | +4.6% | $18,501 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Toronto Dominion Bank | 722 | New | $11,545 | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | UBS Group AG | 331 | -79.1% | $5,293 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Bank Julius Baer & Co. Ltd, Zurich | 13 | +8.3% | $207 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 12 | 0.0% | $192 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 9 | +800.0% | $144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 6 | 0.0% | $92 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Franklin Resources Inc | 3 | 0.0% | $48 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 1 | 0.0% | $16 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2 | -60.0% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $331,633 | 0.0% |
| Toronto Dominion Bank | $11,545 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 2.58M shares, $41.02M 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.