EDGH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -19.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 1.07M | -20.6% | $36.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 124.09K | +8.6% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 35.37K | -11.3% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 336 | -67.9% | $11,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 73 | 0.0% | $2,497 | 0.0% | Held | 2 | 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
| Susquehanna International… | $271,158 | was 0.0% |
| Bank of New York Mellon Corp | $201,649 | was 0.0% |
| Morgan Stanley | $3,072 | 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.