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
| # | 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 |
| 3 | BlackRock ✦ (passive) | 271.00K | +4.2% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | Geode Capital Management ✦ (passive) | 107.77K | +1.1% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 86.01K | +84.0% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 29.27K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 7 | Two Sigma Investments ✦ | 25.48K | +62.5% | $963,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 16.85K | -57.3% | $637,473 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 14.62K | New | $553,038 | 0.0% | New | 1 | SEC ↗ ×4 |
| 10 | Millennium Management ✦ | 13.58K | +2.2% | $513,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 3.73K | n/a | $141,180 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Fidelity (FMR) ✦ | 48 | +1100.0% | $1,832 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“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% |
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.