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Security record · archived quarter

EDD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
23Tracked holders
+4Δ holders
10.43MShares held
$52.87MReported value
+5New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +21.1% · share flow +3.3% · net new positions +17.4% · formula
Broad accumulation: rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 -2 10.08M $59.25M +3 −6
Q1 2026 23 +4 10.43M $52.87M +5 −1
Q4 2025 19 0 10.10M $54.82M +1 −1
Q3 2025 3 +1 3.04M $16.37M +1 n/a
Q2 2025 1 0 11.27K $57,682 +1 −1
Q1 2025 1 0 13.73K $64,550 +1 −1
Q4 2024 1 +1 96.15K $436,521 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 2.68M -12.6% $13.60M 0.0% ▼ Trim 3 SEC ↗ ×4
2 Wells Fargo & Company/Mn 1.86M +30.2% $9.42M 0.0% ▲ Add 2 SEC ↗ ×2
3 Bank Of America Corp /De/ 1.81M -0.3% $9.15M 0.0% ▼ Trim 2 SEC ↗ ×2
4 Invesco Ltd. 1.12M -7.1% $5.68M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Raymond James Financial Inc 747.47K +9.0% $3.79M 0.0% ▲ Add 2 SEC ↗ ×2
6 Rockefeller Capital Management L.P. 469.59K +0.2% $2.38M 0.0% ▲ Add 2 SEC ↗ ×2
7 Envestnet Asset Management Inc 380.24K New $1.93M 0.0% New 1 SEC ↗
8 LPL Financial LLC 256.64K +10.6% $1.30M 0.0% ▲ Add 2 SEC ↗
9 HighTower Advisors, LLC 250.46K +6.6% $1.27M 0.0% ▲ Add 2 SEC ↗
10 UBS Group AG 233.45K +11.3% $1.18M 0.0% ▲ Add 2 SEC ↗ ×2
11 Cetera Investment Advisers 198.03K +8.5% $1.00M 0.0% ▲ Add 2 SEC ↗
12 Royal Bank Of Canada 189.14K +4.1% $959,000 0.0% ▲ Add 2 SEC ↗ ×2
13 Susquehanna International Group, Llp 52.06K -34.5% $263,964 0.0% ▼ Trim 2 SEC ↗
14 Corient Private Wealth LP 40.92K -48.9% $207,466 0.0% ▼ Trim 2 SEC ↗
15 Jane Street Group, Llc 33.98K -69.8% $172,253 0.0% ▼ Trim 2 SEC ↗
16 Fifth Third Bancorp 29.50K New $149,562 0.0% New 1 SEC ↗
17 Nomura Holdings Inc 25.00K New $126,750 0.0% New 1 SEC ↗
18 Us Bancorp \De\ 18.02K +24.1% $91,377 0.0% ▲ Add 2 SEC ↗
19 Osaic Holdings, Inc. 17.98K +21.6% $91,168 0.0% ▲ Add 2 SEC ↗ ×2
20 Goldman Sachs Group ✦ 11.44K New $58,006 0.0% New 1 SEC ↗
21 JPMorgan Chase ✦ 4.10K 0.0% $20,828 0.0% Held 2 SEC ↗
22 Northwestern Mutual Wealth… 2.26K +13.0% $11,458 0.0% ▲ Add 2 SEC ↗
23 BlackRock ✦ (passive) 313 New $1,587 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

Envestnet Asset Management Inc $1.93M 0.0%
Fifth Third Bancorp $149,562 0.0%
Nomura Holdings Inc $126,750 0.0%
Goldman Sachs Group $58,006 0.0%
BlackRock $1,587 0.0%

Exited

Millennium Management $437,006 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 23.17M shares, $117.56M 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