ECF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -1.8% ·
net new positions -5.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 947.64K | +0.1% | $10.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 233.13K | +0.4% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 144.35K | -6.7% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Baird Financial Group, Inc. | 135.15K | -6.7% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 102.04K | -5.4% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Capstone Investment Advisors, Llc | 81.49K | 0.0% | $908,614 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 81.33K | -0.1% | $906,806 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 55.31K | +16.8% | $617,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 39.59K | -36.3% | $443,056 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 32.59K | 0.0% | $363,400 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 32.01K | 0.0% | $356,867 | 0.0% | Held | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 23.43K | +0.5% | $261,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 22.20K | 0.0% | $247,508 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 18.46K | +13.1% | $205,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 12.10K | +13.8% | $134,881 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 10.08K | New | $112,439 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 455 | 0.0% | $4,923 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $112,439 | 0.0% |
Exited
| Cetera Investment Advisers | $128,070 | was 0.0% |
| Bank Of America Corp /De/ | $663 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 6.28M shares, $58.73M 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)
10% owner · 56.08K sh @ 11.74 · $658,414
10% owner · 14.60K sh @ 12.03 · $175,638
10% owner · 27.94K sh @ 11.95 · $333,847
10% owner · 17.55K sh @ 11.97 · $210,050
10% owner · 6.80K sh @ 12.36 · $84,048
10% owner · 5.00K sh @ 12.25 · $61,250
10% owner · 1.20K sh @ 12.47 · $14,964
10% owner · 3.90K sh @ 12.49 · $48,711
10% owner · 5.74K sh @ 12.53 · $71,947
10% owner · 1.55K sh @ 12.52 · $19,368
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