EFSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 1.63M | $66.97M | +5 | −2 |
| Q1 2026 | 38 | +2 | 1.36M | $47.93M | +3 | −1 |
| Q4 2025 | 36 | 0 | 1.52M | $60.43M | — | — |
| Q3 2025 | 12 | +1 | 1.20M | $45.57M | +1 | — |
| Q2 2025 | 9 | +1 | 967.04K | $29.61M | +3 | −2 |
| Q1 2025 | 5 | +5 | 474.96K | $15.57M | +5 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 335.67K | New | $11.01M | 0.0% | New | 1 | SEC ↗ |
| 2 | Millennium Management ✦ | 48.26K | New | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 42.81K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 42.81K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 5 | Soros Fund Management ✦ | 25.00K | New | $819,750 | 0.0% | New | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 23.22K | New | $761,417 | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 23.22K | New | $761,417 | 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
| Wellington Management | $11.01M | 0.0% |
| Millennium Management | $1.58M | 0.0% |
| Geode Capital Management | $1.40M | 0.0% |
| Geode Capital Management | $1.40M | 0.0% |
| Soros Fund Management | $819,750 | 0.0% |
| Marshall Wace | $761,417 | 0.0% |
| Marshall Wace | $761,417 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 2.43M shares, $85.21M 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.