EFSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +20.4% ·
net new positions +8.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 ✦ | 329.39K | -1.9% | $12.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 306.80K | +105.3% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 306.80K | +105.3% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 306.80K | +105.3% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 271.00K | +4.2% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 271.00K | +4.2% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 271.00K | +4.2% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 271.00K | +4.2% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 271.00K | +4.2% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 271.00K | +4.2% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 107.77K | +1.1% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 107.77K | +1.1% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 86.01K | +84.0% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 29.27K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 29.27K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 29.27K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 29.27K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 29.27K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 29.27K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 25.48K | +62.5% | $963,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 16.85K | -57.3% | $637,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 16.85K | -57.3% | $637,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 14.62K | New | $553,038 | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 14.62K | New | $553,038 | 0.0% | New | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 14.62K | New | $553,038 | 0.0% | New | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 14.62K | New | $553,038 | 0.0% | New | 1 | SEC ↗ |
| 27 | Millennium Management ✦ | 13.58K | +2.2% | $513,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.73K | — | $141,180 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.73K | — | $141,180 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 3.73K | — | $141,180 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 3.73K | — | $141,180 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 48 | +1100.0% | $1,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 48 | +1100.0% | $1,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $553,038 | 0.0% |
| AQR Capital Management | $553,038 | 0.0% |
| AQR Capital Management | $553,038 | 0.0% |
| AQR Capital Management | $553,038 | 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.