Security record · archived quarter
EHI
name pending profile ingest
15Tracked holders
0Δ holders
1.84MShares held
$10.99MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 807.73K | +14.0% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Invesco Ltd. | 368.51K | +28.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 150.91K | -22.8% | $899,430 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 118.38K | +5.6% | $705,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 117.78K | +0.9% | $701,945 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 96.71K | +44.0% | $576,415 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 48.64K | -18.0% | $289,906 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 44.75K | +3.6% | $267,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 24.09K | New | $143,553 | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 17.57K | +1.0% | $104,740 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Hrt Financial Lp | 16.52K | New | $98,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 16.16K | 0.0% | $96,314 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 12.95K | -35.7% | $77,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 2.55K | +31.2% | $15,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 193 | 0.0% | $1,153 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $143,553 | 0.0% |
| Hrt Financial Lp | $98,000 | 0.0% |
Exited
| Nomura Holdings Inc | $117,941 | was 0.0% |
| Allspring Global Investments… | $71,980 | 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: Q2 2026 ·
Methodology ·
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