Security record · archived quarter
EIPX
name pending profile ingest
12Tracked holders
0Δ holders
911.23KShares held
$24.09MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +1 | 1.14M | $35.75M | +2 | −1 |
| Q1 2026 | 18 | +6 | 1.22M | $39.28M | +6 | — |
| Q4 2025 | 12 | 0 | 911.23K | $24.09M | — | — |
| Q3 2025 | 1 | — | 8.31K | $217,550 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 265.20K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 169.62K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 169.62K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 154.25K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 120.18K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 99.31K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 37.87K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 26.03K | — | $688,180 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 17.16K | — | $453,684 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 12.46K | — | $329,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 8.31K | 0.0% | $219,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 8.31K | 0.0% | $219,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 831 | — | $21,970 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 831 | — | $21,970 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | — | $35 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 14.35M shares, $460.16M 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: Q4 2025 ·
Methodology ·
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