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Security record · archived quarter

ELD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
16Tracked holders
-2Δ holders
1.25MShares held
$35.74MReported value
+0New positions
−2Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -11.1% · share flow +4.8% · net new positions -12.5%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 16 -2 1.25M $35.74M −2
Q1 2026 18 +2 1.19M $33.06M +3 −1
Q4 2025 16 0 817.84K $23.88M
Q3 2025 4 0 160.61K $4.62M
Q2 2025 1 1 $28
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 297.77K +1.7% $8.55M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 297.77K +1.7% $8.55M 0.0% ▲ Add 3 SEC ↗
3 Jane Street Group, Llc 223.47K +79.5% $6.41M 0.0% ▲ Add 3 SEC ↗
4 Wells Fargo & Company/Mn 216.93K -0.9% $6.23M 0.0% ▼ Trim 3 SEC ↗
5 Wells Fargo & Company/Mn 216.93K -0.9% $6.23M 0.0% ▼ Trim 3 SEC ↗
6 LPL Financial LLC 137.03K +184.8% $3.93M 0.0% ▲ Add 3 SEC ↗
7 Royal Bank Of Canada 95.94K +4.8% $2.75M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley 84.54K -26.3% $2.43M 0.0% ▼ Trim 4 SEC ↗
9 Morgan Stanley 84.54K -26.3% $2.43M 0.0% ▼ Trim 4 SEC ↗
10 Morgan Stanley 84.54K -26.3% $2.43M 0.0% ▼ Trim 4 SEC ↗
11 Osaic Holdings, Inc. 79.80K -9.2% $2.29M 0.0% ▼ Trim 3 SEC ↗
12 Raymond James Financial Inc 31.83K +4.4% $913,575 0.0% ▲ Add 3 SEC ↗
13 Raymond James Financial Inc 31.83K +4.4% $913,575 0.0% ▲ Add 3 SEC ↗
14 Goldman Sachs Group 23.10K 0.0% $662,913 0.0% Held 4 SEC ↗
15 UBS Group AG 20.15K +0.4% $578,248 0.0% ▲ Add 3 SEC ↗
16 Assetmark, Inc 19.13K +3.8% $549,002 0.0% ▲ Add 3 SEC ↗
17 Bank of New York Mellon Corp 9.84K -91.2% $282,251 0.0% ▼ Trim 2 SEC ↗
18 Bank of New York Mellon Corp 9.84K -91.2% $282,251 0.0% ▼ Trim 2 SEC ↗
19 Bank of New York Mellon Corp 9.84K -91.2% $282,251 0.0% ▼ Trim 2 SEC ↗
20 JPMorgan Chase 2.95K -2.2% $84,915 0.0% ▼ Trim 4 SEC ↗
21 UBS AM, a distinct business unit of… 2.29K 0.0% $65,580 0.0% Held 2 SEC ↗
22 Blair William & Co/Il 287 +0.3% $8,237 0.0% ▲ Add 3 SEC ↗
23 Pnc Financial Services Group, Inc. 234 0.0% $6,716 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

No new tracked buyers this quarter.

Exited

Northwestern Mutual Wealth… $1,669 was 0.0%
Fidelity (FMR) $83 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 59 holders, 2.40M shares, $64.96M 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