Security record · archived quarter
EHI
name pending profile ingest
16Tracked holders
0Δ holders
1.68MShares held
$9.90MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 708.50K | +0.7% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 287.22K | -22.4% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 195.36K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 116.70K | -14.8% | $688,532 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 112.11K | +43.1% | $661,423 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 67.19K | +110.0% | $396,393 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 59.33K | +19.0% | $350,035 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 43.19K | +3.9% | $255,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 20.13K | -0.6% | $118,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Nomura Holdings Inc | 19.99K | New | $117,941 | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 17.40K | -4.6% | $102,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 16.16K | +19.6% | $95,344 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Allspring Global Investments… | 12.20K | New | $71,980 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 1.95K | New | $11,481 | 0.0% | New | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 193 | 0.0% | $1,141 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Cwm, Llc | 42 | 0.0% | $248 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Nomura Holdings Inc | $117,941 | 0.0% |
| Allspring Global Investments… | $71,980 | 0.0% |
| Fifth Third Bancorp | $11,481 | 0.0% |
Exited
| Hrt Financial Lp | $122,000 | was 0.0% |
| Jane Street Group, Llc | $118,989 | was 0.0% |
| Citadel Advisors | $82,272 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 6.97M shares, $20.57M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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