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Security record

EIM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
29Tracked holders
0Δ holders
4.07MShares held
$40.52MReported value
+4New positions
−4Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 29 0 4.07M $40.52M +4 −4
Q1 2026 30 -1 3.97M $38.81M +2 −3
Q4 2025 31 +1 4.06M $39.50M +1
Q3 2025 1 372.08K $3.70M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 863.90K +3.6% $8.60M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 863.90K +3.6% $8.60M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 863.90K +3.6% $8.60M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 512.26K +12.9% $5.10M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 512.26K +12.9% $5.10M 0.0% ▲ Add 4 SEC ↗
6 Allspring Global Investments… 443.08K 0.0% $4.41M 0.0% Held 3 SEC ↗
7 Wells Fargo & Company/Mn 425.93K -1.2% $4.24M 0.0% ▼ Trim 3 SEC ↗
8 Wells Fargo & Company/Mn 425.93K -1.2% $4.24M 0.0% ▼ Trim 3 SEC ↗
9 Ameriprise Financial Inc 382.18K -4.7% $3.81M 0.0% ▼ Trim 3 SEC ↗
10 UBS Group AG 264.14K -0.3% $2.63M 0.0% ▼ Trim 3 SEC ↗
11 LPL Financial LLC 251.85K +15.1% $2.51M 0.0% ▲ Add 3 SEC ↗
12 Bank Of America Corp /De/ 163.69K +107.8% $1.63M 0.0% ▲ Add 3 SEC ↗
13 HighTower Advisors, LLC 151.54K -4.0% $1.51M 0.0% ▼ Trim 3 SEC ↗
14 Osaic Holdings, Inc. 115.64K +7.8% $1.15M 0.0% ▲ Add 3 SEC ↗
15 Osaic Holdings, Inc. 115.64K +7.8% $1.15M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 81.04K -18.4% $807,000 0.0% ▼ Trim 3 SEC ↗
17 Hrt Financial Lp 73.72K New $734,000 0.0% New 1 SEC ↗
18 Commonwealth Equity Services, Llc 67.13K +2.8% $668,647 0.0% ▲ Add 3 SEC ↗
19 Invesco Ltd. 57.15K -43.4% $569,234 0.0% ▼ Trim 3 SEC ↗
20 Jane Street Group, Llc 54.31K New $540,967 0.0% New 1 SEC ↗
21 Jane Street Group, Llc 54.31K New $540,967 0.0% New 1 SEC ↗
22 Baird Financial Group, Inc. 41.13K +131.6% $409,705 0.0% ▲ Add 3 SEC ↗
23 Cetera Investment Advisers 30.11K -2.0% $299,855 0.0% ▼ Trim 3 SEC ↗
24 Envestnet Asset Management Inc 23.34K +17.8% $232,443 0.0% ▲ Add 3 SEC ↗
25 Pnc Financial Services Group, Inc. 16.22K -80.2% $161,511 0.0% ▼ Trim 3 SEC ↗
26 Pnc Financial Services Group, Inc. 16.22K -80.2% $161,511 0.0% ▼ Trim 3 SEC ↗
27 Pnc Financial Services Group, Inc. 16.22K -80.2% $161,511 0.0% ▼ Trim 3 SEC ↗
28 Rockefeller Capital Management L.P. 14.69K -38.8% $146,333 0.0% ▼ Trim 3 SEC ↗
29 Rockefeller Capital Management L.P. 14.69K -38.8% $146,333 0.0% ▼ Trim 3 SEC ↗
30 Stifel Financial Corp 13.64K -3.3% $135,856 0.0% ▼ Trim 3 SEC ↗
31 Alliancebernstein L.P. 12.22K +2.1% $119,419 0.0% ▲ Add 3 SEC ↗
32 Us Bancorp \De\ 3.51K 0.0% $34,920 0.0% Held 3 SEC ↗
33 Russell Investments Group, Ltd. 2.66K New $26,454 0.0% New 1 SEC ↗
34 Fifth Third Bancorp 1.80K 0.0% $17,928 0.0% Held 2 SEC ↗
35 JPMorgan Chase 1.15K New $11,424 0.0% New 1 SEC ↗
36 Assetmark, Inc 56 -53.7% $559 0.0% ▼ Trim 3 SEC ↗
37 Northwestern Mutual Wealth… 50 0.0% $498 0.0% Held 3 SEC ↗
38 Citigroup Inc 1 0.0% $10 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

Hrt Financial Lp $734,000 0.0%
Jane Street Group, Llc $540,967 0.0%
Jane Street Group, Llc $540,967 0.0%
Russell Investments Group… $26,454 0.0%
JPMorgan Chase $11,424 0.0%

Exited

Bank of New York Mellon Corp $641,019 was 0.0%
Susquehanna International… $181,956 was 0.0%
Bank Of Montreal /Can/ $116,273 was 0.0%
Nomura Holdings Inc $97,700 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 114 holders, 16.55M shares, $152.87M 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 · Get this via the API