VOC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -30.0% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer 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 | 15 | 0 | 648.17K | $1.87M | +2 | −2 |
| Q1 2026 | 15 | +7 | 642.43K | $2.22M | +9 | −2 |
| Q4 2025 | 8 | -1 | 60.91K | $164,452 | n/a | −1 |
| Q3 2025 | 2 | 0 | 140.36K | $411,255 | n/a | n/a |
| Q2 2025 | 1 | 0 | 17.14K | $49,006 | n/a | n/a |
| Q1 2025 | 1 | 0 | 26.29K | $82,817 | n/a | n/a |
| Q4 2024 | 1 | 0 | 214 | $1,023 | n/a | n/a |
| Q3 2024 | 1 | -1 | 11.87K | $58,499 | n/a | −1 |
| Q2 2024 | 2 | n/a | 56.34K | $270,681 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 17.68K | n/a | $47,728 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | UBS Group AG | 16.04K | n/a | $43,294 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 8.77K | -82.2% | $23,685 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 8.51K | n/a | $22,963 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | National Bank Of Canada /Fi/ | 4.00K | n/a | $10,800 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 3.50K | n/a | $9,453 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Simplex Trading, Llc | 2.33K | n/a | $6,299 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Group One Trading Llc | 85 | n/a | $230 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $266,442 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 1.13M shares, $3.66M 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.