XFOR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.4% ·
share flow +30.0% ·
net new positions +8.6%
— formula
Broad accumulation — rising shares across more 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 | 45 | +14 | 33.70M | $157.37M | +19 | −5 |
| Q1 2026 | 31 | -4 | 27.94M | $115.41M | +1 | −5 |
| Q4 2025 | 35 | +3 | 25.12M | $100.50M | +4 | −1 |
| Q3 2025 | 10 | -1 | 714.11K | $2.44M | +1 | −2 |
| Q2 2025 | 9 | -1 | 620.97K | $1.18M | — | −1 |
| Q1 2025 | 7 | +1 | 7.77M | $1.84M | +1 | — |
| Q4 2024 | 6 | -1 | 7.55M | $5.54M | — | −1 |
| Q3 2024 | 6 | -1 | 9.48M | $6.35M | — | −1 |
| Q2 2024 | 7 | — | 9.16M | $5.31M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.50M | New | $34.00M | 0.0% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.21M | +220072.1% | $32.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | The Vanguard Group ✦ (passive) | 3.42M | +734.0% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | BlackRock ✦ (passive) | 1.23M | +1880.8% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Geode Capital Management ✦ (passive) | 940.45K | +1080.6% | $3.76M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 831.89K | New | $3.33M | 0.0% | New | 1 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 808.15K | +3630.1% | $3.23M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 198.23K | +411.8% | $792,936 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Northern Trust Corp | 178.24K | — | $712,940 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 128.68K | New | $514,700 | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 91.41K | — | $365,652 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 80.46K | New | $321,824 | 0.0% | New | 1 | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 67.75K | — | $270,988 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Charles Schwab Investment… | 66.79K | — | $267,152 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Balyasny Asset Management L.P. | 64.50K | — | $258,020 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Barclays Plc | 57.50K | — | $230,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Millennium Management ✦ | 55.98K | -13.6% | $223,912 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 35.76K | — | $143,044 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Citigroup Inc | 32.33K | — | $129,328 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Man Group plc | 24.19K | — | $96,748 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 22.14K | — | $88,540 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 20.50K | — | $81,984 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 17.25K | +24.4% | $68,984 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 16.43K | — | $65,708 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Squarepoint Ops LLC | 12.52K | — | $50,072 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 4.58K | +6840.9% | $18,324 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | UBS Group AG | 4.13K | — | $16,516 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Group One Trading Llc | 4.00K | — | $15,992 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.76K | — | $7,036 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 729 | — | $2,916 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 511 | — | $2,044 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 38 | — | $152 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 33 | — | $132 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 5 | — | $20 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 104 | — | $0 | 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
| Fidelity (FMR) | $34.00M | 0.0% |
| Goldman Sachs Group | $3.33M | 0.0% |
| Citadel Advisors | $514,700 | 0.0% |
| Marshall Wace | $321,824 | 0.0% |
Exited
| Renaissance Technologies | $65,585 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 90.44M shares, $373.73M 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, Director · 47.44K sh · $210,829
Officer · 24.58K sh · $109,228
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology