EFT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow +15.0% ·
net new positions -3.8%
— formula
Concentrated accumulation — rising shares among fewer 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 | 26 | -1 | 5.46M | $59.01M | +2 | −3 |
| Q1 2026 | 28 | +3 | 4.75M | $51.00M | +4 | −1 |
| Q4 2025 | 25 | +2 | 4.24M | $47.91M | +2 | — |
| Q3 2025 | 1 | — | 1.00M | $11.83M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.10M | +52.4% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.10M | +52.4% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.10M | +52.4% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.09M | +10.2% | $11.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.09M | +10.2% | $11.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 911.07K | +8.5% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Loomis Sayles & Co L P | 596.16K | +30.1% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Loomis Sayles & Co L P | 596.16K | +30.1% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 520.41K | +2.3% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 520.41K | +2.3% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 218.29K | +25.4% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 218.29K | +25.4% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 218.29K | +25.4% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 210.22K | +59.4% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 138.07K | +7.3% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 132.17K | -0.2% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 95.93K | -6.8% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 94.82K | -12.1% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 94.82K | -12.1% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 79.05K | +15.9% | $853,732 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Balyasny Asset Management L.P. | 65.17K | -59.0% | $703,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 57.02K | -5.5% | $615,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 27.18K | +131.1% | $293,522 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 21.26K | -7.4% | $229,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Nomura Holdings Inc | 20.00K | +6.5% | $216,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 18.17K | +0.4% | $196,247 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 13.00K | -25.7% | $140,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 12.39K | +1.9% | $133,791 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 12.20K | +5.7% | $131,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 10.98K | -23.2% | $118,562 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 10.98K | -23.2% | $118,562 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 9.42K | +27.5% | $101,015 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 7.55K | 0.0% | $81,551 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.55K | 0.0% | $81,551 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 7.55K | 0.0% | $81,551 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 906 | New | $9,785 | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 700 | New | $7,532 | 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
| Bnp Paribas Financial Markets | $9,785 | 0.0% |
| National Bank Of Canada /Fi/ | $7,532 | 0.0% |
Exited
| Hrt Financial Lp | $156,000 | was 0.0% |
| Susquehanna International… | $127,505 | was 0.0% |
| Russell Investments Group… | $32 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 9.11M shares, $95.37M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Other · 10.30K sh · $110,210
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology