EFOI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +1 | 142.18K | $469,613 | +3 | −2 |
| Q1 2026 | 9 | -1 | 93.05K | $180,212 | +1 | −2 |
| Q4 2025 | 10 | 0 | 113.31K | $261,752 | +1 | −1 |
| Q3 2025 | 5 | +1 | 113.35K | $315,109 | +1 | — |
| Q2 2025 | 3 | 0 | 98.41K | $237,277 | — | — |
| Q1 2025 | 1 | 0 | 32.03K | $58,939 | — | — |
| Q4 2024 | 1 | 0 | 24.34K | $28,959 | — | — |
| Q3 2024 | 1 | 0 | 24.65K | $29,334 | — | — |
| Q2 2024 | 1 | — | 18.63K | $25,710 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 43.33K | 0.0% | $142,996 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 33.40K | +224.2% | $110,213 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 29.45K | -17.3% | $97,188 | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 13.82K | New | $45,593 | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 12.71K | New | $41,927 | 0.0% | New | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.30K | 0.0% | $10,877 | 0.0% | Held | 5 | SEC ↗ |
| 7 | UBS Group AG | 3.26K | +7841.5% | $10,745 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 2.46K | +432.0% | $8,128 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Royal Bank Of Canada | 175 | +1246.2% | $1,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 287 | New | $946 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| State Street Global Advisors | $45,593 | 0.0% |
| Citadel Advisors | $41,927 | 0.0% |
| Fidelity (FMR) | $946 | 0.0% |
Exited
| Osaic Holdings, Inc. | $21 | was 0.0% |
| Wells Fargo & Company/Mn | $2 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 114.82K shares, $222,399 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.