EFAX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +0.9% ·
net new positions +3.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 234.63K | -16.1% | $11.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Sei Investments Co | 120.31K | -2.5% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 74.73K | +3.2% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Mercer Global Advisors Inc /Adv | 30.88K | New | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 18.54K | -0.3% | $892,529 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 10.05K | +14.1% | $500,075 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 8.87K | New | $441,574 | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 7.13K | -2.5% | $354,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 5.95K | -26.9% | $296,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 1.79K | +40.6% | $89,105 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 1.70K | 0.0% | $84,801 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.67K | +0.2% | $83,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 300 | 0.0% | $14,922 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $1.54M | 0.0% |
| Raymond James Financial Inc | $441,574 | 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.