EDGU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -0.2% ·
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 Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 388.69K | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 36.62K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 21.40K | — | $609,343 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 7.50K | -7.7% | $213,383 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 53 | — | $1,509 | 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
| Morgan Stanley | $5,033 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 2.38M shares, $66.06M 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.