EIPX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +2.8% ·
net new positions +5.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 317.54K | -2.7% | $9.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 247.31K | +0.5% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 185.48K | +4.9% | $5.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 185.48K | +4.9% | $5.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 114.09K | +2.4% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 61.45K | New | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 49.24K | -12.8% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 41.69K | +8.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 27.79K | +9.6% | $869,940 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 25.41K | +0.8% | $795,193 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 25.41K | +0.8% | $795,193 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Royal Bank Of Canada | 19.46K | -46.6% | $609,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 18.15K | -52.4% | $568,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 11.82K | 0.0% | $370,123 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 8.74K | +37.0% | $273,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 7.32K | New | $229,224 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 4.80K | +945.5% | $150,228 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 4.80K | +945.5% | $150,228 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 800 | 0.0% | $25,040 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 659 | +65800.0% | $20,619 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Franklin Resources Inc | 403 | 0.0% | $12,614 | 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
| Cetera Investment Advisers | $1.92M | 0.0% |
| Envestnet Asset Management Inc | $229,224 | 0.0% |
Exited
| Citadel Advisors | $345,913 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.