ZEO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +5.4% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +2 | 2.63M | $624,332 | +3 | −1 |
| Q1 2026 | 18 | -1 | 2.50M | $477,584 | +1 | −2 |
| Q4 2025 | 19 | -1 | 2.42M | $729,151 | n/a | −1 |
| Q3 2025 | 11 | +2 | 1.56M | $621,189 | +2 | n/a |
| Q2 2025 | 6 | -1 | 1.47M | $1.75M | n/a | −1 |
| Q1 2025 | 5 | +2 | 1.01M | $245,844 | +2 | n/a |
| Q4 2024 | 3 | 0 | 962.39K | $357,926 | n/a | n/a |
| Q3 2024 | 3 | -1 | 917.20K | $99,210 | n/a | −1 |
| Q2 2024 | 4 | n/a | 921.51K | $133,063 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 87.62K | +13.2% | $132,310 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Adage Capital Partners ✦ | 760.00K | 0.0% | $43,244 | 0.0% | Held | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 24.00K | New | $36,240 | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 17.84K | New | $26,937 | 0.0% | New | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 125.00K | 0.0% | $7,113 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| State Street Global Advisors | $36,240 | 0.0% |
| Citadel Advisors | $26,937 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 1.99M shares, $1.14M 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.