EDVA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +26.9% ·
net new positions -12.5%
· formula
Concentrated accumulation: rising shares among 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 | 7 | 0 | 629.80K | $96,832 | +3 | −3 |
| Q1 2026 | 7 | -1 | 305.34K | $109,373 | +1 | −2 |
| Q4 2025 | 8 | -1 | 91.02K | $62,065 | +1 | −2 |
| Q3 2025 | 5 | +2 | 32.35K | $76,339 | +2 | n/a |
| Q2 2025 | 2 | n/a | 16.12K | $60,611 | n/a | n/a |
| Q4 2024 | 4 | +1 | 701.26K | $112,922 | +1 | n/a |
| Q3 2024 | 2 | 0 | 515.30K | $129,879 | n/a | n/a |
| Q2 2024 | 2 | n/a | 358.07K | $82,380 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 26.55K | +113.7% | $18,332 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Hrt Financial Lp | 24.29K | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 15.10K | n/a | $10,416 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 13.93K | New | $9,617 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | The Vanguard Group ✦ (passive) | 11.09K | -31.0% | $7,649 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passive) | 53 | 0.0% | $37 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 19 | n/a | $13 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Citigroup Inc | 1 | n/a | $1 | 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
| Geode Capital Management | $9,617 | 0.0% |
Exited
| Morgan Stanley | $8,957 | was 0.0% |
| Fidelity (FMR) | $12 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 679.87K shares, $160,012 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.