EDGI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer 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 | 5 | -1 | 819.53K | $25.35M | +1 | −2 |
| Q1 2026 | 6 | -2 | 318.65K | $9.03M | +1 | −3 |
| Q4 2025 | 8 | +1 | 2.13M | $60.43M | +1 | — |
| Q3 2025 | 1 | -1 | 62 | $1,719 | — | −1 |
| Q2 2025 | 1 | +1 | 14.12K | $367,942 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 667.40K | +161.3% | $20.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 103.17K | +220.2% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 24.70K | New | $764,062 | 0.0% | New | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 24.16K | +14.4% | $747,264 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Assetmark, Inc | 102 | +168.4% | $3,155 | 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
| Citadel Advisors | $764,062 | 0.0% |
Exited
| Susquehanna International… | $275,594 | was 0.0% |
| UBS Group AG | $3,088 | 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.