EDGF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +0.1% ·
net new positions -12.5%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 3.59M | n/a | $88.56M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 470.18K | n/a | $11.59M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 88.16K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 32.34K | n/a | $797,206 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 15.44K | New | $380,547 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 8.78K | n/a | $216,378 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 292 | n/a | $7,198 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Assetmark, Inc | 231 | n/a | $5,694 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $380,547 | 0.0% |
Exited
| Goldman Sachs Group | $212,194 | was 0.0% |
| JPMorgan Chase | $102,780 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 23.98M shares, $590.81M 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.