EDGH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +13.8% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | +2 | 1.40M | $44.45M | +2 | — |
| Q1 2026 | 5 | -3 | 1.23M | $42.01M | — | −3 |
| Q4 2025 | 8 | -1 | 1.52M | $46.11M | — | −1 |
| Q3 2025 | 2 | +1 | 7.78K | $224,240 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 1.15M | +7.4% | $36.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 186.33K | +50.1% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 37.49K | +6.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 16.57K | New | $526,996 | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 7.47K | New | $237,716 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 1.72K | +412.8% | $54,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Assetmark, Inc | 203 | +178.1% | $6,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $526,996 | 0.0% |
| Citadel Advisors | $237,716 | 0.0% |
Exited
| No tracked exits this quarter. |
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.