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Security record

EDF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024
15Tracked holders
-3Δ holders
2.01MShares held
$11.23MReported value
+2New positions
−5Exits
Strongly Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -16.7% · share flow 0.0% · net new positions -20.0% — formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 -3 2.01M $11.23M +2 −5
Q1 2026 18 +4 2.01M $9.61M +7 −3
Q4 2025 14 +1 1.63M $8.09M +1 —
Q3 2025 1 — 844.00K $4.26M — —
Q4 2024 1 +1 19.90K $93,525 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 1.03M +2.6% $5.76M 0.0% ▲ Add 4 SEC ↗ ×2
2 LPL Financial LLC 231.80K -2.2% $1.29M 0.0% ▼ Trim 3 SEC ↗
3 Raymond James Financial Inc 204.26K +5.0% $1.14M 0.0% ▲ Add 3 SEC ↗ ×2
4 Baird Financial Group, Inc. 202.21K +2.0% $1.13M 0.0% ▲ Add 3 SEC ↗
5 HighTower Advisors, LLC 107.65K +688.5% $600,697 0.0% ▲ Add 2 SEC ↗
6 Invesco Ltd. 49.92K +112.1% $278,570 0.0% ▲ Add 2 SEC ↗
7 Hrt Financial Lp 38.11K New $212,000 0.0% New 1 SEC ↗
8 Jane Street Group, Llc 30.89K New $172,366 0.0% New 1 SEC ↗ ×2
9 Wells Fargo & Company/Mn 27.45K -13.7% $153,197 0.0% ▼ Trim 3 SEC ↗ ×2
10 UBS Group AG 24.23K +49.5% $135,231 0.0% ▲ Add 3 SEC ↗ ×2
11 Northwestern Mutual Wealth… 17.30K 0.0% $96,562 0.0% Held 2 SEC ↗
12 Stifel Financial Corp 17.12K 0.0% $95,544 0.0% Held 3 SEC ↗
13 Cetera Investment Advisers 13.94K +4.5% $77,777 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 7.62K -1.1% $43,000 0.0% ▼ Trim 3 SEC ↗
15 Osaic Holdings, Inc. 6.81K +246.6% $38,000 0.0% ▲ Add 3 SEC ↗ ×2

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

New buyers

Hrt Financial Lp $212,000 0.0%
Jane Street Group, Llc $172,366 0.0%

Exited

Envestnet Asset Management Inc $950,803 was 0.0%
Nomura Holdings Inc $95,600 was 0.0%
Susquehanna International… $55,415 was 0.0%
Jones Financial Companies Lllp $4,840 was 0.0%
Rockefeller Capital… $3,977 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 3.60M shares, $16.25M 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)

Aug 20 MCDANIEL CONNIE D

Director · 1.37K sh @ 5.20 · $7,103

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 14 SC 13G/A — FIRST TRUST PORTFOLIOS LP

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