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Security record · archived quarter

ECF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
17Tracked holders
0Δ holders
1.94MShares held
$25.60MReported value
+1New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 0 1.94M $25.60M +1 −1
Q1 2026 17 -1 1.97M $21.98M +1 −2
Q4 2025 18 0 2.01M $23.36M — —
Q3 2025 1 — 166.15K $1.93M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 931.85K -1.7% $12.31M 0.0% ▼ Trim 3 SEC ↗ ×2
2 Invesco Ltd. 191.60K -17.8% $2.53M 0.0% ▼ Trim 3 SEC ↗
3 Morgan Stanley ✦ 142.80K -1.1% $1.89M 0.0% ▼ Trim 4 SEC ↗ ×3
4 Baird Financial Group, Inc. 133.44K -1.3% $1.76M 0.0% ▼ Trim 3 SEC ↗
5 Ameriprise Financial Inc 104.10K +2.0% $1.38M 0.0% ▲ Add 3 SEC ↗
6 Capstone Investment Advisors, Llc 81.49K 0.0% $1.08M 0.0% Held 3 SEC ↗
7 Raymond James Financial Inc 81.33K 0.0% $1.07M 0.0% Held 3 SEC ↗ ×2
8 Royal Bank Of Canada 54.66K -1.2% $722,000 0.0% ▼ Trim 3 SEC ↗
9 Wealth Enhancement Advisory… 37.51K -5.3% $480,478 0.0% ▼ Trim 3 SEC ↗
10 Commonwealth Equity Services, Llc 32.59K 0.0% $430,540 0.0% Held 3 SEC ↗
11 Envestnet Asset Management Inc 32.33K +220.6% $427,105 0.0% ▲ Add 2 SEC ↗
12 Focus Partners Wealth 32.01K 0.0% $422,799 0.0% Held 3 SEC ↗
13 LPL Financial LLC 23.55K +0.5% $311,041 0.0% ▲ Add 3 SEC ↗
14 UBS Group AG 20.18K +66.8% $266,631 0.0% ▲ Add 3 SEC ↗ ×2
15 Osaic Holdings, Inc. 19.83K +7.4% $261,998 0.0% ▲ Add 3 SEC ↗
16 Captrust Financial Advisors 18.24K -17.8% $240,977 0.0% ▼ Trim 3 SEC ↗
17 Northwestern Mutual Wealth… 1.30K New $17,173 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

Exited

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.

Frequently co-owned

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

Insider transactions

Open-market purchases (P)

Oct 07 Saba Capital Management…

10% owner · 17.55K sh @ 11.97 · $210,050

Sep 04 Saba Capital Management…

10% owner · 6.80K sh @ 12.36 · $84,048

Sep 03 Saba Capital Management…

10% owner · 5.00K sh @ 12.25 · $61,250

Aug 28 Saba Capital Management…

10% owner · 1.20K sh @ 12.47 · $14,964

Aug 27 Saba Capital Management…

10% owner · 3.90K sh @ 12.49 · $48,711

Aug 21 Saba Capital Management…

10% owner · 5.74K sh @ 12.53 · $71,947

Aug 20 Saba Capital Management…

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

Beneficial ownership
Jul 28 SC 13G/A — WELLS FARGO & COMPANY/MN

View original SEC filing ↗

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: Q2 2026 · Methodology · Get this via the API