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Security record · archived quarter

EELV

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
34Tracked holders
+1Δ holders
8.09MShares held
$221.87MReported value
+1New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.0% · share flow -0.1% · net new positions +2.9% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 13.98K $390,282 n/a n/a
Q2 2026 37 +5 8.43M $234.29M +5 −1
Q1 2026 34 0 8.62M $242.01M +1 −1
Q4 2025 34 +1 8.09M $221.87M +1 n/a
Q3 2025 4 +1 1.34M $35.55M +1 n/a
Q2 2025 1 n/a 314.83K $8.22M n/a n/a
Q4 2024 1 0 328.17K $7.68M n/a n/a
Q3 2024 1 0 77.98K $2.03M n/a n/a
Q2 2024 1 n/a 169.08K $3.99M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 1.20M n/a $32.79M 0.0% n/c 1 SEC ↗
2 Pnc Financial Services Group, Inc. 1.14M n/a $31.19M 0.0% n/c 1 SEC ↗ ×2
3 Morgan Stanley ✦ 936.18K +0.8% $25.68M 0.0% ▲ Add 2 SEC ↗ ×2
4 LPL Financial LLC 900.18K n/a $24.69M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 601.35K n/a $16.50M 0.0% n/c 1 SEC ↗ ×3
6 Bank of New York Mellon Corp 516.79K n/a $14.18M 0.0% n/c 1 SEC ↗ ×3
7 Wells Fargo & Company/Mn 358.92K n/a $9.85M 0.0% n/c 1 SEC ↗ ×2
8 Rhumbline Advisers 330.21K n/a $9.06M 0.0% n/c 1 SEC ↗
9 Fidelity (FMR) ✦ 323.18K +6.5% $8.86M 0.0% ▲ Add 3 SEC ↗
10 UBS Group AG 247.86K n/a $6.80M 0.0% n/c 1 SEC ↗ ×2
11 Citigroup Inc 244.02K n/a $6.69M 0.0% n/c 1 SEC ↗
12 Ameriprise Financial Inc 216.04K n/a $5.93M 0.0% n/c 1 SEC ↗ ×2
13 Invesco Ltd. 180.17K n/a $4.94M 0.0% n/c 1 SEC ↗
14 Deutsche Bank Ag\ 163.60K n/a $4.49M 0.0% n/c 1 SEC ↗ ×4
15 Raymond James Financial Inc 138.19K n/a $3.79M 0.0% n/c 1 SEC ↗ ×2
16 Cetera Investment Advisers 125.14K n/a $3.43M 0.0% n/c 1 SEC ↗
17 National Bank Of Canada /Fi/ 73.53K n/a $2.02M 0.0% n/c 1 SEC ↗
18 Commonwealth Equity Services, Llc 72.18K n/a $1.98M 0.0% n/c 1 SEC ↗
19 Northwestern Mutual Wealth… 68.48K n/a $1.88M 0.0% n/c 1 SEC ↗
20 Citadel Advisors ✦ 41.65K -47.3% $1.14M 0.0% ▼ Trim 2 SEC ↗
21 Susquehanna International Group, Llp 32.88K n/a $902,036 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 30.64K n/a $840,378 0.0% n/c 1 SEC ↗ ×3
23 Mariner, LLC 22.04K n/a $604,447 0.0% n/c 1 SEC ↗
24 Wealth Enhancement Advisory… 21.09K n/a $584,699 0.0% n/c 1 SEC ↗
25 Rockefeller Capital Management L.P. 20.87K n/a $572,489 0.0% n/c 1 SEC ↗
26 Jones Financial Companies Lllp 20.79K n/a $570,320 0.0% n/c 1 SEC ↗ ×2
27 AQR Capital Management ✦ 17.35K New $475,828 0.0% New 1 SEC ↗
28 Jane Street Group, Llc 12.96K n/a $355,438 0.0% n/c 1 SEC ↗
29 JPMorgan Chase ✦ 11.35K -53.2% $311,245 0.0% ▼ Trim 2 SEC ↗
30 HighTower Advisors, LLC 9.77K n/a $267,903 0.0% n/c 1 SEC ↗
31 Royal Bank Of Canada 9.15K n/a $251,000 0.0% n/c 1 SEC ↗ ×2
32 Qube Research & Technologies Ltd 7.55K n/a $207,014 0.0% n/c 1 SEC ↗
33 Cwm, Llc 932 n/a $26,000 0.0% n/c 1 SEC ↗
34 Us Bancorp \De\ 808 n/a $22,163 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

AQR Capital Management $475,828 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 12.10M shares, $334.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API