EDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +3.0% ·
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 Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +1 | 11.49M | $470.67M | +3 | −2 |
| Q1 2026 | 41 | 0 | 11.41M | $450.22M | +1 | −1 |
| Q4 2025 | 41 | 0 | 9.40M | $367.91M | — | — |
| Q3 2025 | 5 | +1 | 1.32M | $51.15M | +1 | — |
| Q2 2025 | 2 | — | 4.03K | $153,470 | — | — |
| Q4 2024 | 1 | +1 | 10.56K | $372,610 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.17M | — | $45.61M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.17M | — | $45.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.17M | — | $45.61M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.17M | — | $45.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 99.89K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 99.89K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 99.89K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 99.89K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 99.89K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 99.89K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 39.27K | New | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 2.03K | -16.4% | $78,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 1.49K | -7.1% | $57,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.53M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 20.22M shares, $774.42M 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.