EIC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +30.0% ·
net new positions +11.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 285.55K | +137.0% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 227.60K | +2.9% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 208.82K | +21.9% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 104.25K | +40.2% | $984,113 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Toronto Dominion Bank | 100.00K | New | $944,000 | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 56.97K | +28.2% | $537,825 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Invesco Ltd. | 50.68K | New | $478,400 | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 41.97K | +5.5% | $396,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 34.93K | New | $329,768 | 0.0% | New | 1 | SEC ↗ |
| 10 | Hrt Financial Lp | 31.30K | +165.5% | $295,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 19.24K | 0.0% | $181,607 | 0.0% | Held | 4 | SEC ↗ |
| 12 | Cetera Investment Advisers | 17.34K | -21.3% | $163,718 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 12.47K | -9.6% | $117,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 6.14K | -16.5% | $57,977 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 673 | New | $6,354 | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Cwm, Llc | 31 | 0.0% | $293 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $8 | 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
| Toronto Dominion Bank | $944,000 | 0.0% |
| Invesco Ltd. | $478,400 | 0.0% |
| Millennium Management | $329,768 | 0.0% |
| Rockefeller Capital… | $6,354 | 0.0% |
Exited
| Nomura Holdings Inc | $162,992 | was 0.0% |
| Susquehanna International… | $130,416 | 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.