EGY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +10.0% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | -7 | 51.41M | $261.10M | +5 | −12 |
| Q1 2026 | 81 | +9 | 47.39M | $300.20M | +15 | −6 |
| Q4 2025 | 71 | -1 | 45.85M | $166.89M | +1 | −2 |
| Q3 2025 | 15 | 0 | 25.42M | $102.19M | +1 | −1 |
| Q2 2025 | 12 | +2 | 25.19M | $90.95M | +2 | — |
| Q1 2025 | 7 | -1 | 9.53M | $35.84M | — | −1 |
| Q4 2024 | 8 | 0 | 9.41M | $41.12M | +1 | −1 |
| Q3 2024 | 7 | 0 | 5.19M | $29.79M | +1 | −1 |
| Q2 2024 | 7 | — | 5.89M | $36.91M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.38M | +1.2% | $53.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 2 | American Century Companies Inc | 4.88M | +2.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 4.54M | — | $28.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 4.03M | +10.7% | $25.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | State Street Global Advisors ✦ (passive) | 3.59M | +16.8% | $22.75M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 2.55M | +1.2% | $16.15M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Hotchkis & Wiley Capital Management… | 1.97M | -40.7% | $12.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Universal- Beteiligungs- und… | 1.40M | +211.1% | $8.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 1.30M | -6.8% | $8.25M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 10 | Sei Investments Co | 1.21M | +125.9% | $7.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Fidelity (FMR) ✦ | 1.19M | +4740.8% | $7.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 12 | Bank of New York Mellon Corp | 1.18M | +7.0% | $7.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Charles Schwab Investment… | 1.03M | +19.3% | $6.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | FIL Ltd | 990.64K | New | $6.28M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | UBS Group AG | 876.81K | -33.9% | $5.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Northern Trust Corp | 837.71K | +4.9% | $5.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Goldman Sachs Group ✦ | 774.12K | +25.4% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | GAMCO Investors ✦ | 683.48K | +7.1% | $4.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Creative Planning | 619.27K | +64.6% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 404.43K | +94.8% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | First Trust Advisors Lp | 333.56K | +0.9% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Franklin Resources Inc | 329.39K | +376.0% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Nuveen, LLC | 315.30K | -6.3% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Morgan Stanley ✦ | 310.95K | -37.3% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 25 | Millennium Management ✦ | 292.51K | New | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 26 | Invesco Ltd. | 256.47K | +3.0% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | AQR Capital Management ✦ | 245.59K | -2.4% | $1.56M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 28 | Connor, Clark & Lunn Investment… | 219.44K | +88.5% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 200.58K | -47.8% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | T. Rowe Price ✦ | 164.94K | +11.7% | $1.05M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Arrowstreet Capital ✦ | 164.46K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 32 | Artisan Partners Limited Partnership | 147.76K | New | $936,817 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 140.14K | -4.1% | $915,120 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 34 | Rhumbline Advisers | 130.01K | -3.4% | $824,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | LPL Financial LLC | 113.12K | +330.4% | $717,203 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Lazard Asset Management Llc | 108.58K | +2.0% | $688,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 108.22K | +21.8% | $686,090 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Allspring Global Investments… | 108.17K | New | $685,810 | 0.0% | New | 1 | SEC ↗ |
| 39 | Balyasny Asset Management L.P. | 99.41K | New | $630,227 | 0.0% | New | 1 | SEC ↗ ×2 |
| 40 | State Of Wisconsin Investment Board | 84.09K | +247.6% | $533,137 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 74.25K | -57.8% | $470,764 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 71.65K | -74.2% | $454,287 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Toronto Dominion Bank | 69.71K | New | $441,980 | 0.0% | New | 1 | SEC ↗ ×2 |
| 44 | Two Sigma Investments ✦ | 65.20K | New | $413,381 | 0.0% | New | 1 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 110.12K | 0.0% | $400,837 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 52.05K | New | $330,010 | 0.0% | New | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 48.99K | -60.8% | $310,621 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | National Bank Of Canada /Fi/ | 49.00K | 0.0% | $310,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 48.56K | +1.1% | $307,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Citigroup Inc | 44.93K | +113.0% | $284,862 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Susquehanna International Group, Llp | 42.62K | -54.9% | $270,211 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Point72 Asset Management ✦ | 40.99K | New | $259,870 | 0.0% | New | 1 | SEC ↗ |
| 53 | New York State Common Retirement… | 39.59K | -23.3% | $250,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wellington Management ✦ | 32.37K | -16.7% | $205,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | State Board Of Administration Of… | 30.76K | 0.0% | $195,018 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Manufacturers Life Insurance… | 28.66K | -12.8% | $181,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Bnp Paribas Financial Markets | 22.38K | +86.1% | $141,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Voya Investment Management Llc | 20.02K | -6.3% | $126,959 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Barclays Plc | 19.78K | -87.8% | $125,404 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Prudential Financial Inc | 16.41K | -68.4% | $104,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Mitsubishi UFJ Trust & Banking Corp | 15.27K | 0.0% | $96,824 | 0.0% | Held | 2 | SEC ↗ |
| 62 | ProShare Advisors LLC | 15.01K | -20.7% | $95,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | CIBC Bancorp USA Inc. | 13.91K | — | $88,221 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Corient Private Wealth LP | 13.21K | -42.8% | $83,752 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Simplex Trading, Llc | 12.69K | New | $80,473 | 0.0% | New | 1 | SEC ↗ |
| 66 | Osaic Holdings, Inc. | 12.60K | +250.0% | $79,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Cetera Investment Advisers | 12.29K | -0.8% | $77,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Victory Capital Management Inc | 11.60K | -0.6% | $73,544 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 8.97K | -7.5% | $56,883 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Legal & General Group Plc | 8.70K | -12.0% | $55,126 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Group One Trading Llc | 8.41K | New | $53,345 | 0.0% | New | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 8.28K | -51.6% | $52,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 73 | Cwm, Llc | 7.17K | +10.5% | $45,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | California State Teachers… | 5.60K | -12.0% | $35,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 5.12K | -0.2% | $32,479 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 76 | Fifth Third Bancorp | 1.51K | New | $9,586 | 0.0% | New | 1 | SEC ↗ |
| 77 | TD Waterhouse Canada Inc. | 807 | New | $4,885 | 0.0% | New | 1 | SEC ↗ |
| 78 | Optiver Holding B.V. | 755 | +8.6% | $4,787 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 636 | New | $4,032 | 0.0% | New | 1 | SEC ↗ |
| 80 | Rockefeller Capital Management L.P. | 381 | +1.1% | $2,417 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Jones Financial Companies Lllp | 214 | +120.6% | $1,378 | 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
| FIL Ltd | $6.28M | 0.0% |
| Millennium Management | $1.85M | 0.0% |
| Arrowstreet Capital | $1.04M | 0.0% |
| Artisan Partners Limited… | $936,817 | 0.0% |
| Allspring Global Investments… | $685,810 | 0.0% |
| Balyasny Asset Management L.P. | $630,227 | 0.0% |
| Toronto Dominion Bank | $441,980 | 0.0% |
| Two Sigma Investments | $413,381 | 0.0% |
| Quantinno Capital Management… | $330,010 | 0.0% |
| Point72 Asset Management | $259,870 | 0.0% |
| Simplex Trading, Llc | $80,473 | 0.0% |
| Group One Trading Llc | $53,345 | 0.0% |
Exited
| Allianz Asset Management GmbH | $377,464 | was 0.0% |
| Squarepoint Ops LLC | $208,707 | was 0.0% |
| Northwestern Mutual Wealth… | $146,918 | was 0.0% |
| Raymond James Financial Inc | $64,047 | was 0.0% |
| Mackenzie Financial Corp | $47,045 | was 0.0% |
| Neuberger Berman Group LLC | $37,678 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 189 holders, 64.40M shares, $386.60M 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.