EDOW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow -1.1% ·
net new positions -4.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 3.33M | $146.64M | +1 | −2 |
| Q1 2026 | 27 | +5 | 3.97M | $161.24M | +5 | — |
| Q4 2025 | 22 | -1 | 2.58M | $106.56M | — | −1 |
| Q3 2025 | 6 | +1 | 835.81K | $33.38M | +1 | — |
| Q2 2025 | 2 | -1 | 1.19K | $45,648 | — | −1 |
| Q1 2025 | 1 | 0 | 12.48K | $452,183 | — | — |
| Q4 2024 | 1 | 0 | 30.14K | $1.09M | — | — |
| Q3 2024 | 1 | +1 | 5.63K | $202,691 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.09M | — | $45.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 775.26K | -1.8% | $32.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 775.26K | -1.8% | $32.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 201.53K | — | $8.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 155.33K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 155.33K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 68.33K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 68.33K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 63.81K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 56.15K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 36.61K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 28.04K | -21.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 26.13K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 26.13K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealthfront Advisers LLC | 16.68K | — | $689,049 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 15.44K | — | $637,524 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 14.41K | — | $595,135 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 9.48K | — | $391,565 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 8.46K | — | $356,638 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 7.09K | — | $293,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 7.09K | — | $293,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.63K | — | $67,349 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.61K | -50.0% | $66,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 1.00K | 0.0% | $41,300 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 826 | — | $34,114 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 207 | 0.0% | $8,549 | 0.0% | Held | 3 | SEC ↗ |
| 27 | UBS Group AG | 162 | — | $6,691 | 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
| Citadel Advisors | $253,299 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 80 holders, 5.68M shares, $222.87M 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.