EDGI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -30.0% ·
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. | 255.45K | -85.0% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 32.22K | -74.4% | $912,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 21.11K | -15.0% | $597,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 9.73K | New | $275,594 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 109 | -75.3% | $3,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Assetmark, Inc | 38 | 0.0% | $1,077 | 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
| Susquehanna International… | $275,594 | 0.0% |
Exited
| Citadel Advisors | $7.43M | was 0.0% |
| Bank of New York Mellon Corp | $355,885 | was 0.0% |
| Morgan Stanley | $539 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 1.16M shares, $33.03M 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.