Security record
EEMS
name pending profile ingest
37Tracked holders
0Δ holders
1.75MShares held
$132.44MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 1.75M | $132.44M | +4 | −4 |
| Q1 2026 | 37 | +3 | 2.65M | $183.06M | +3 | — |
| Q4 2025 | 34 | -1 | 2.62M | $176.95M | — | −1 |
| Q3 2025 | 6 | +1 | 228.56K | $15.52M | +1 | — |
| Q2 2025 | 2 | — | 17.20K | $1.12M | — | — |
| Q4 2024 | 1 | 0 | 41.19K | $2.39M | — | — |
| Q3 2024 | 1 | +1 | 93.43K | $5.96M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 247.10K | +12.7% | $18.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 192.77K | -0.1% | $14.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | State Of Wisconsin Investment Board | 179.35K | +0.7% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 172.19K | -0.1% | $13.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 172.19K | -0.1% | $13.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 144.03K | -29.9% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 144.03K | -29.9% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 111.69K | +6.1% | $8.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 111.69K | +6.1% | $8.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 111.69K | +6.1% | $8.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 105.23K | +0.9% | $7.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 100.79K | +193.9% | $7.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 90.01K | +14.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 90.01K | +14.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 90.01K | +14.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 53.84K | -3.0% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 47.15K | +12.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 47.15K | +12.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 47.15K | +12.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 42.72K | +740.7% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 40.39K | -2.5% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 39.81K | +8.4% | $3.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 39.81K | +8.4% | $3.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Cetera Investment Advisers | 32.40K | +2.2% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Victory Capital Management Inc | 26.65K | +5.7% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 17.02K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 15.56K | +184.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 10.18K | +3.4% | $772,150 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 9.68K | -0.5% | $734,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 9.01K | +0.8% | $670,042 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 7.61K | 0.0% | $577,371 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 7.53K | -0.8% | $571,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 7.53K | -0.8% | $571,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Nuveen, LLC | 6.80K | New | $515,977 | 0.0% | New | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 6.43K | -81.0% | $487,669 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.92K | +12.3% | $449,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 5.92K | +12.3% | $449,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 5.92K | +12.3% | $449,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 4.49K | -1.3% | $340,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 4.43K | New | $335,965 | 0.0% | New | 1 | SEC ↗ |
| 41 | Stifel Financial Corp | 4.07K | +25.7% | $308,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 4.01K | +0.2% | $301,361 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Kayne Anderson Rudnick Investment… | 3.62K | 0.0% | $274,834 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.24K | +8.1% | $93,770 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Us Bancorp \De\ | 859 | New | $65,190 | 0.0% | New | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 324 | 0.0% | $24,589 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 324 | 0.0% | $24,589 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 244 | 0.0% | $18,517 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 210 | 0.0% | $15,937 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Blair William & Co/Il | 110 | 0.0% | $8,348 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $1.28M | 0.0% |
| Nuveen, LLC | $515,977 | 0.0% |
| Quantinno Capital Management… | $335,965 | 0.0% |
| Us Bancorp \De\ | $65,190 | 0.0% |
Exited
| Connor, Clark & Lunn… | $69.55M | was 0.2% |
| HighTower Advisors, LLC | $236,399 | was 0.0% |
| Cerity Partners LLC | $203,804 | was 0.0% |
| Russell Investments Group… | $32,376 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 4.05M shares, $279.16M 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: Q2 2026 ·
Methodology ·
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