VALN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -11.0% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 123.46K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 42.98K | +30.3% | $379,092 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Citadel Advisors ✦ | 23.49K | +43.2% | $207,217 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 9.40K | -53.9% | $82,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Rhumbline Advisers | 1.76K | n/a | $15,549 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 1.55K | n/a | $13,715 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 203 | n/a | $1,790 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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
| Marshall Wace | $380,776 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 3.91M shares, $24.31M 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.