WEYS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.8% ·
share flow +0.5% ·
net new positions +2.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +1 | 1.93M | $75.88M | +2 | −1 |
| Q1 2026 | 37 | +1 | 1.89M | $60.47M | +3 | −2 |
| Q4 2025 | 36 | -2 | 1.95M | $60.01M | n/a | −2 |
| Q3 2025 | 11 | 0 | 1.17M | $35.11M | +1 | −1 |
| Q2 2025 | 8 | +1 | 1.11M | $36.89M | +2 | −1 |
| Q1 2025 | 4 | -1 | 289.77K | $8.83M | n/a | −1 |
| Q4 2024 | 5 | +1 | 291.62K | $11.16M | +1 | n/a |
| Q3 2024 | 3 | 0 | 190.00K | $6.47M | n/a | n/a |
| Q2 2024 | 3 | n/a | 184.00K | $5.58M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 588.78K | +0.9% | $18.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passive) | 442.45K | -0.5% | $14.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 3 | Vanguard Capital Management Llc | 278.17K | n/a | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 155.77K | +1.9% | $4.99M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 107.26K | +6.5% | $3.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 74.07K | -1.1% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Northern Trust Corp | 55.23K | +0.8% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 29.10K | -22.6% | $932,652 | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 9 | Goldman Sachs Group ✦ | 23.19K | +71.1% | $743,175 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 22.83K | -4.2% | $731,573 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Charles Schwab Investment… | 16.39K | -8.0% | $525,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 16.05K | +47.2% | $514,371 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Nuveen, LLC | 11.04K | 0.0% | $353,768 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 10.13K | New | $324,593 | 0.0% | New | 1 | SEC ↗ ×5 |
| 15 | Russell Investments Group, Ltd. | 7.98K | +1.8% | $255,726 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Rhumbline Advisers | 7.80K | +0.7% | $250,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 7.55K | New | $241,860 | 0.0% | New | 1 | SEC ↗ |
| 18 | American Century Companies Inc | 6.52K | New | $208,966 | 0.0% | New | 1 | SEC ↗ |
| 19 | New York State Common Retirement… | 3.55K | 0.0% | $113,778 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 3.50K | 0.0% | $112,175 | 0.0% | Held | 2 | SEC ↗ |
| 21 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.90K | +2.4% | $93,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2.53K | -64.4% | $80,921 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Wells Fargo & Company/Mn | 2.31K | -66.3% | $73,982 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 1.94K | +400.3% | $62,048 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Osaic Holdings, Inc. | 1.93K | -27.1% | $61,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Deutsche Bank Ag\ | 1.61K | -63.9% | $51,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Barclays Plc | 1.43K | -85.2% | $45,735 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Bnp Paribas Financial Markets | 1.41K | -24.2% | $45,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 945 | +84.9% | $30,287 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Legal & General Group Plc | 556 | 0.0% | $17,820 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 445 | +7.5% | $14,262 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Royal Bank Of Canada | 404 | -16.2% | $13,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Us Bancorp \De\ | 388 | 0.0% | $12,435 | 0.0% | Held | 2 | SEC ↗ |
| 34 | California State Teachers… | 330 | -12.2% | $10,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citigroup Inc | 286 | +105.8% | $9,166 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Optiver Holding B.V. | 58 | -29.3% | $1,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 4 | 0.0% | $127 | 0.0% | Held | 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 | $324,593 | 0.0% |
| Mercer Global Advisors Inc… | $241,860 | 0.0% |
| American Century Companies Inc | $208,966 | 0.0% |
Exited
| Bank Of America Corp /De/ | $334,783 | was 0.0% |
| Northwestern Mutual Wealth… | $55,062 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 2.35M shares, $74.62M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 1.55K sh · $68,420
Officer · 308 sh · $13,663
Officer · 290 sh · $12,809
Director · 3.00K sh · $135,210
Officer · 1.10K sh · $48,925
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology