EFAX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow -8.0% ·
net new positions +3.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 254.53K | +8.5% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $9.01M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 122.39K | +2.2% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 121.86K | +0.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Sei Investments Co | 121.42K | +0.9% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 73.58K | -1.5% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Mariner, LLC | 61.23K | -16.6% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 60.85K | +97.0% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 56.09K | -41.6% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 52.62K | -0.6% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 18.34K | -1.1% | $988,710 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 17.27K | -4.9% | $934,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 16.18K | -1.1% | $876,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 10.05K | 0.0% | $543,838 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 8.46K | -4.7% | $457,757 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 7.18K | +0.6% | $388,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 7.02K | +1.7% | $379,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 5.66K | -94.8% | $306,164 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 4.21K | New | $228,067 | 0.0% | New | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 3.79K | -36.1% | $205,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 3.75K | -36.9% | $203,231 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 3.66K | +104.5% | $198,081 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 1.82K | +9.0% | $98,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.70K | 0.0% | $92,223 | 0.0% | Held | 4 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 479 | -33.3% | $25,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 392 | -75.7% | $21,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 300 | 0.0% | $16,239 | 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
| Wealthfront Advisers LLC | $228,067 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 4.96M shares, $173.62M 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.