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Security record

ELFY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
15Tracked holders
+3Δ holders
553.36KShares held
$24.76MReported value
+5New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +25.0% · share flow +30.0% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +3 553.36K $24.76M +5 −2
Q1 2026 12 +4 299.13K $11.79M +5 −1
Q4 2025 8 -1 117.92K $4.18M — −1
Q3 2025 1 +1 21.80K $780,476 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Osaic Holdings, Inc. 207.96K +98.7% $9.35M 0.0% ▲ Add 3 SEC ↗ ×2
2 LPL Financial LLC 153.57K +297.5% $6.90M 0.0% ▲ Add 2 SEC ↗
3 Wealth Enhancement Advisory… 46.73K +11.3% $1.99M 0.0% ▲ Add 3 SEC ↗
4 Cetera Investment Advisers 40.78K +51.6% $1.83M 0.0% ▲ Add 3 SEC ↗
5 Commonwealth Equity Services, Llc 32.32K -2.6% $1.45M 0.0% ▼ Trim 3 SEC ↗
6 Goldman Sachs Group ✦ 20.82K New $935,543 0.0% New 1 SEC ↗
7 Envestnet Asset Management Inc 20.82K +125.8% $935,441 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 8.17K +30.6% $367,125 0.0% ▲ Add 2 SEC ↗ ×2
9 Stifel Financial Corp 7.64K New $343,308 0.0% New 1 SEC ↗
10 Royal Bank Of Canada 7.28K +142.8% $327,000 0.0% ▲ Add 2 SEC ↗
11 Susquehanna International Group, Llp 6.70K -7.0% $301,017 0.0% ▼ Trim 3 SEC ↗
12 Fidelity (FMR) ✦ 276 New $12,424 0.0% New 1 SEC ↗
13 Us Bancorp \De\ 250 0.0% $11,235 0.0% Held 2 SEC ↗
14 Morgan Stanley ✦ 44 New $1,977 0.0% New 1 SEC ↗
15 Russell Investments Group, Ltd. 2 New $87 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $935,543 0.0%
Stifel Financial Corp $343,308 0.0%
Fidelity (FMR) $12,424 0.0%
Morgan Stanley $1,977 0.0%
Russell Investments Group… $87 0.0%

Exited

Citadel Advisors $655,418 was 0.0%
Jane Street Group, Llc $438,243 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 911.02K shares, $34.93M 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