Ticker intelligence from active-registry 13F rows at 2026-06-30. SEC company search
ordinal research screen, not a probability or price target
new=1trims/exits=7conviction funds=1avg weight=0.14%
aum_jump: D. E. Shaw
| Fund | Move | Previous value | Current value | Weight | Source |
|---|---|---|---|---|---|
| FPA / Romick | NEW | $0 | $85.6M | 1.06% | SEC |
| Oakmark/Harris | ADD | $249K | $258K | 0.00% | SEC |
| D. E. Shaw | TRIM | $728.8M | $223.5M | 0.11% | SEC |
| Citadel Advisors | TRIM | $58.1M | $14.2M | 0.00% | SEC |
| AQR Capital | TRIM | $17.5M | $14.0M | 0.00% | SEC |
| Two Sigma | TRIM | $76.3M | $12.5M | 0.01% | SEC |
| Davis Advisors | TRIM | $54.3M | $9.3M | 0.04% | SEC |
| Polen Capital | TRIM | $11.4M | $4.4M | 0.04% | SEC |
| Millennium | TRIM | $3.3M | $1.4M | 0.00% | SEC |
| Fund | Weight | Value | SEC filing |
|---|---|---|---|
| D. E. Shaw | 0.11% | $223.5M | 0001104659-26-097217 |
| FPA / Romick | 1.06% | $85.6M | 0001377581-26-000007 |
| Citadel Advisors | 0.00% | $14.2M | 0001104659-26-097200 |
| AQR Capital | 0.00% | $14.0M | 0001167557-26-000226 |
| Two Sigma | 0.01% | $12.5M | 0000899140-26-000855 |
| Davis Advisors | 0.04% | $9.3M | 0001036325-26-000020 |
| Polen Capital | 0.04% | $4.4M | 0001172661-26-003035 |
| Millennium | 0.00% | $1.4M | 0001273087-26-000007 |
| Oakmark/Harris | 0.00% | $258K | 0000813917-26-000042 |