EIC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -30.0% ·
net new positions -6.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 221.10K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 171.23K | -17.9% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 120.50K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 74.36K | n/a | $848,410 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 44.44K | n/a | $507,095 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 39.76K | n/a | $453,668 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 22.03K | n/a | $251,317 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 19.24K | +91.4% | $219,506 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Nomura Holdings Inc | 14.29K | n/a | $162,992 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 13.79K | n/a | $157,310 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Hrt Financial Lp | 11.79K | n/a | $134,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 11.43K | n/a | $130,416 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 7.36K | n/a | $83,963 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | n/a | $6 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 31 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Baillie Gifford | $7.45M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 7.82M shares, $76.60M 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.