Security record · archived quarter
EFIV
name pending profile ingest
31Tracked holders
+3Δ holders
1.14MShares held
$71.90MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +10.7% ·
share flow +9.2% ·
net new positions +9.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -2 | 1.14M | $83.48M | — | −2 |
| Q1 2026 | 31 | +3 | 1.14M | $71.90M | +4 | −1 |
| Q4 2025 | 28 | -2 | 1.04M | $69.10M | — | −2 |
| Q3 2025 | 6 | +1 | 147.77K | $9.40M | +1 | — |
| Q2 2025 | 2 | -1 | 131.24K | $7.68M | — | −1 |
| Q1 2025 | 2 | 0 | 61.73K | $3.30M | — | — |
| Q4 2024 | 2 | +1 | 200.39K | $11.32M | +1 | — |
| Q3 2024 | 1 | 0 | 121.60K | $6.78M | +1 | −1 |
| Q2 2024 | 1 | — | 10.88K | $577,781 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 322.15K | -1.8% | $20.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Principal Financial Group Inc | 186.01K | +20.8% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 98.20K | +3.9% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 63.61K | +11.3% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 57.57K | +51.3% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 57.57K | +51.3% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 57.57K | +51.3% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 53.23K | +8.1% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 53.23K | +8.1% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 53.23K | +8.1% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 46.45K | -2.7% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 46.45K | -2.7% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 46.45K | -2.7% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 45.18K | +32.8% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 30.11K | +2.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 30.11K | +2.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 25.51K | +1.3% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 24.25K | +34.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 22.69K | +95.1% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 21.36K | +8.3% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 21.36K | +8.3% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 21.23K | +171.8% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 21.23K | +171.8% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 21.23K | +171.8% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 18.00K | -8.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Hrt Financial Lp | 15.95K | New | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 15.88K | -49.9% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 14.47K | +36.7% | $912,521 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 14.06K | +0.8% | $886,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 14.06K | +0.8% | $886,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 14.06K | +0.8% | $886,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 13.22K | New | $833,797 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cwm, Llc | 9.40K | +12.2% | $592,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 4.90K | New | $309,099 | 0.0% | New | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 4.24K | -71.5% | $267,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 3.20K | +0.2% | $201,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 3.18K | 0.0% | $200,476 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 3.18K | 0.0% | $200,476 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 1.91K | -68.1% | $120,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 1.26K | -91.8% | $80,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 1.26K | -91.8% | $80,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 1.05K | New | $66,298 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 983 | 0.0% | $61,984 | 0.0% | Held | 4 | SEC ↗ |
| 44 | Us Bancorp \De\ | 672 | 0.0% | $42,390 | 0.0% | Held | 2 | SEC ↗ |
| 45 | UBS Group AG | 467 | -58.4% | $29,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.00M | 0.0% |
| Jane Street Group, Llc | $833,797 | 0.0% |
| Mml Investors Services, Llc | $309,099 | 0.0% |
| Jones Financial Companies Lllp | $66,298 | 0.0% |
Exited
| Citigroup Inc | $32,744 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 129 holders, 5.56M shares, $265.94M 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: Q1 2026 ·
Methodology ·
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