EDGH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -0.5% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and 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. | 1.34M | n/a | $40.91M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 114.24K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 39.89K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 8.91K | n/a | $271,158 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 6.63K | n/a | $201,649 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 1.05K | n/a | $31,879 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 101 | 0.0% | $3,072 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 73 | n/a | $2,221 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $221,328 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 4.34M shares, $144.79M 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.