EIM
name pending profile ingest
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 863.90K | +3.6% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 512.26K | +12.9% | $5.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 443.08K | 0.0% | $4.41M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 425.93K | -1.2% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 382.18K | -4.7% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 264.14K | -0.3% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 251.85K | +15.1% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 163.69K | +107.8% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 151.54K | -4.0% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 115.64K | +7.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 81.04K | -18.4% | $807,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Hrt Financial Lp | 73.72K | New | $734,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 67.13K | +2.8% | $668,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Invesco Ltd. | 57.15K | -43.4% | $569,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 54.31K | New | $540,967 | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Baird Financial Group, Inc. | 41.13K | +131.6% | $409,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 30.11K | -2.0% | $299,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 23.34K | +17.8% | $232,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 16.22K | -80.2% | $161,511 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Rockefeller Capital Management L.P. | 14.69K | -38.8% | $146,333 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 13.64K | -3.3% | $135,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Alliancebernstein L.P. | 12.22K | +2.1% | $119,419 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 3.51K | 0.0% | $34,920 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 2.66K | New | $26,454 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 1.80K | 0.0% | $17,928 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.15K | New | $11,424 | 0.0% | New | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 56 | -53.7% | $559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 50 | 0.0% | $498 | 0.0% | Held | 3 | SEC ↗ |
| 29 | 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% |
| 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Other · 87.57K sh · $798,646
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology