EMD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +1.5% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer 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 | 26 | -2 | 15.39M | $165.27M | +2 | −4 |
| Q1 2026 | 29 | +2 | 15.17M | $148.93M | +4 | −2 |
| Q4 2025 | 27 | 0 | 15.24M | $161.97M | — | — |
| Q3 2025 | 2 | 0 | 8.62M | $88.94M | — | — |
| Q2 2025 | 1 | — | 27.83K | $279,722 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.05M | +0.5% | $97.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.05M | +0.5% | $97.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.05M | +0.5% | $97.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.05M | +0.5% | $97.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.05M | +0.5% | $97.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.36M | +41.0% | $14.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.36M | +41.0% | $14.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 801.76K | -3.9% | $8.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 736.56K | -6.9% | $7.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 736.56K | -6.9% | $7.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 698.92K | -6.9% | $7.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 698.92K | -6.9% | $7.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 527.91K | +1.1% | $5.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Allspring Global Investments… | 465.25K | -12.6% | $5.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 439.25K | +3.8% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 273.38K | -5.3% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 273.38K | -5.3% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 271.31K | +1.6% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 271.31K | +1.6% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 271.31K | +1.6% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 205.10K | +0.8% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 205.10K | +0.8% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 178.72K | +114.3% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 99.24K | +22.2% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 55.44K | +1.6% | $595,412 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 40.30K | 0.0% | $431,210 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Mariner, LLC | 39.42K | +21.3% | $423,364 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 32.70K | -1.8% | $351,166 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 27.41K | +155.1% | $294,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 27.41K | +155.1% | $294,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 24.69K | -4.5% | $265,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | IMC-Chicago, LLC | 17.10K | New | $183,697 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 16.27K | -11.5% | $174,702 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Hrt Financial Lp | 11.60K | New | $124,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 11.00K | -0.5% | $118,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 2.17K | +360.1% | $23,274 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 315 | 0.0% | $3,383 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 139 | -94.5% | $1,493 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| IMC-Chicago, LLC | $183,697 | 0.0% |
| Hrt Financial Lp | $124,000 | 0.0% |
Exited
| Envestnet Asset Management Inc | $1.45M | was 0.0% |
| HighTower Advisors, LLC | $213,021 | was 0.0% |
| Nomura Holdings Inc | $122,750 | was 0.0% |
| Jones Financial Companies Lllp | $9,283 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 20.55M shares, $189.53M 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.