VOTE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -1.9% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -2 | 2.41M | $212.33M | — | −2 |
| Q1 2026 | 28 | +4 | 2.43M | $184.59M | +4 | — |
| Q4 2025 | 23 | 0 | 2.44M | $195.64M | — | — |
| Q3 2025 | 5 | -1 | 1.66M | $130.00M | +1 | −2 |
| Q2 2025 | 3 | +1 | 35.51K | $2.58M | +1 | — |
| Q1 2025 | 1 | 0 | 4.47K | $292,489 | +1 | −1 |
| Q4 2024 | 1 | +1 | 28.00K | $1.93M | +1 | — |
| Q2 2024 | 1 | — | 6.95K | $441,817 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.14M | — | $89.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.14M | — | $89.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.14M | — | $89.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.14M | — | $89.48M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 391.64K | — | $30.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 391.64K | — | $30.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 121.67K | — | $9.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 121.67K | — | $9.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 2.59K | New | $203,185 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 307 | -8.4% | $24,118 | 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
| AQR Capital Management | $203,185 | 0.0% |
Exited
| Two Sigma Investments | $1.65M | was 0.0% |
| Citadel Advisors | $907,213 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 109 holders, 8.16M shares, $434.18M 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.