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Security record · archived quarter

ECC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q3 2024
27Tracked holders
0Δ holders
6.95MShares held
$26.14MReported value
+5New positions
−5Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 0 6.53M $24.30M +3 −3
Q1 2026 27 0 6.95M $26.14M +5 −5
Q4 2025 27 +1 4.60M $26.48M +1 n/a
Q3 2025 1 n/a 1.71M $11.32M n/a n/a
Q3 2024 1 +1 42.62K $420,263 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 5.41M +119.4% $20.35M 0.0% ▲ Add 3 SEC ↗ ×5
2 Rockefeller Capital Management L.P. 243.98K -3.5% $917,373 0.0% ▼ Trim 2 SEC ↗
3 Raymond James Financial Inc 232.10K -43.5% $872,687 0.0% ▼ Trim 2 SEC ↗ ×2
4 Jane Street Group, Llc 199.58K -56.6% $750,409 0.0% ▼ Trim 2 SEC ↗ ×2
5 Osaic Holdings, Inc. 179.28K -8.8% $674,077 0.0% ▼ Trim 2 SEC ↗ ×2
6 Cetera Investment Advisers 142.56K +21.4% $536,044 0.0% ▲ Add 2 SEC ↗
7 LPL Financial LLC 116.89K -5.3% $439,524 0.0% ▼ Trim 2 SEC ↗
8 UBS Group AG 72.69K -7.6% $273,322 0.0% ▼ Trim 2 SEC ↗ ×3
9 Pnc Financial Services Group, Inc. 56.62K +3944.6% $212,906 0.0% ▲ Add 2 SEC ↗
10 Citadel Advisors ✦ 50.88K New $191,301 0.0% New 1 SEC ↗
11 Mariner, LLC 43.72K +50.0% $161,150 0.0% ▲ Add 2 SEC ↗
12 Commonwealth Equity Services, Llc 40.97K -9.0% $154,050 0.0% ▼ Trim 2 SEC ↗
13 Susquehanna International Group, Llp 40.69K -33.7% $152,983 0.0% ▼ Trim 2 SEC ↗
14 Cibc World Market Inc. 34.17K +1.5% $128,490 0.0% ▲ Add 2 SEC ↗
15 Hrt Financial Lp 21.11K New $79,000 0.0% New 1 SEC ↗
16 Cerity Partners LLC 16.59K 0.0% $62,397 0.0% Held 2 SEC ↗
17 Creative Planning 16.48K +15.6% $61,985 0.0% ▲ Add 2 SEC ↗
18 Ameriprise Financial Inc 11.71K New $44,033 0.0% New 1 SEC ↗
19 Bnp Paribas Financial Markets 11.71K 0.0% $44,033 0.0% Held 2 SEC ↗
20 Us Bancorp \De\ 2.74K 0.0% $10,310 0.0% Held 2 SEC ↗
21 Pacer Advisors, Inc. 1.91K 0.0% $7,000 0.0% Held 2 SEC ↗
22 Fifth Third Bancorp 1.46K New $5,482 0.0% New 1 SEC ↗
23 Jones Financial Companies Lllp 860 New $3,173 0.0% New 1 SEC ↗
24 JPMorgan Chase ✦ 100 -50.0% $361 0.0% ▼ Trim 2 SEC ↗
25 Cwm, Llc 25 -97.8% $94 0.0% ▼ Trim 2 SEC ↗
26 Danske Bank A/S 9 +125.0% $34 0.0% ▲ Add 2 SEC ↗
27 Wells Fargo & Company/Mn 1 -66.7% $4 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $191,301 0.0%
Hrt Financial Lp $79,000 0.0%
Ameriprise Financial Inc $44,033 0.0%
Fifth Third Bancorp $5,482 0.0%
Jones Financial Companies Lllp $3,173 0.0%

Exited

Invesco Ltd. $1.16M was 0.0%
Corient Private Wealth LP $211,582 was 0.0%
Bank Of America Corp /De/ $88,174 was 0.0%
Envestnet Asset Management Inc $57,871 was 0.0%
Royal Bank Of Canada $32,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 20.41M shares, $74.92M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API