AEF
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 2.69M | -5.5% | $19.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.79M | +1.9% | $13.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Lazard Asset Management Llc | 1.11M | -22.9% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 227.17K | +58.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 198.70K | -10.0% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 169.31K | -13.1% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 64.59K | +3.3% | $470,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 56.10K | New | $408,969 | 0.0% | New | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 44.66K | +13.9% | $325,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 31.73K | +75.5% | $231,283 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 22.96K | -51.3% | $167,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 21.17K | +77.5% | $154,337 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 19.91K | +69.7% | $145,143 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Blair William & Co/Il | 16.54K | -0.1% | $120,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 14.45K | -21.1% | $105,357 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 12.66K | -2.4% | $92,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 12.19K | +26.1% | $88,854 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Focus Partners Wealth | 11.96K | +1.4% | $87,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 10.34K | -0.6% | $75,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 3.61K | +217.6% | $26,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 3.40K | 0.0% | $24,750 | 0.0% | Held | 2 | SEC ↗ |
| 22 | UBS Group AG | 2.35K | +14.9% | $17,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cwm, Llc | 1.49K | 0.0% | $10,833 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 540 | 0.0% | $3,937 | 0.0% | Held | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 194 | New | $1,414 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $408,969 | 0.0% |
| BlackRock | $1,414 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $73,590 | was 0.0% |
| Pnc Financial Services Group… | $19,390 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 21.37M shares, $155.70M 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)
Director · 2.00K sh @ 9.73 · $19,452
Director · 4.50K sh @ 9.63 · $43,335
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology