EFR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.5% ·
share flow +18.3% ·
net new positions +6.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 593.27K | +4.7% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 569.24K | +1.6% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Loomis Sayles & Co L P | 479.83K | +38.4% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 468.93K | -2.7% | $4.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 468.68K | -6.1% | $4.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 445.79K | +157.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Baird Financial Group, Inc. | 309.86K | +23.3% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Balyasny Asset Management L.P. | 220.39K | -1.1% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 202.77K | +10.2% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 175.01K | +19.9% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 151.16K | +60.2% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 132.56K | +642.3% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 81.75K | 0.0% | $866,571 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 42.01K | -7.1% | $445,296 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 39.01K | +50.9% | $413,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 32.05K | -1.8% | $339,733 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Nomura Holdings Inc | 20.00K | +97.0% | $212,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 18.96K | +32.6% | $201,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 18.17K | +32.4% | $191,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 14.23K | -4.2% | $150,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 13.67K | +0.1% | $145,295 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 13.41K | New | $142,112 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 12.77K | +7.4% | $135,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Hrt Financial Lp | 12.52K | New | $132,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.50K | 0.0% | $15,900 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 1.19K | +2.1% | $12,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 225 | 0.0% | $2,385 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 64 | New | $678 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 0 | New | $5 | 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
| Mml Investors Services, Llc | $142,112 | 0.0% |
| Hrt Financial Lp | $132,000 | 0.0% |
| Assetmark, Inc | $678 | 0.0% |
| JPMorgan Chase | $5 | 0.0% |
Exited
| Jane Street Group, Llc | $272,206 | was 0.0% |
| HighTower Advisors, LLC | $166,363 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 11.13M shares, $109.88M 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.