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Security record · archived quarter

EMD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
27Tracked holders
0Δ holders
15.24MShares held
$161.97MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.5% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 -1 15.39M $165.27M +2 −4
Q1 2026 29 +2 15.17M $148.93M +4 −2
Q4 2025 27 0 15.24M $161.97M n/a n/a
Q3 2025 2 0 8.62M $88.94M n/a n/a
Q2 2025 1 n/a 27.83K $279,722 n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 8.97M +4.1% $95.33M 0.0% ▲ Add 2 SEC ↗ ×5
2 Wells Fargo & Company/Mn 1.12M n/a $11.92M 0.0% n/c 1 SEC ↗ ×2
3 Invesco Ltd. 938.16K n/a $9.97M 0.0% n/c 1 SEC ↗ ×2
4 Allspring Global Investments… 933.13K n/a $9.92M 0.0% n/c 1 SEC ↗
5 LPL Financial LLC 863.75K n/a $9.18M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 574.95K n/a $6.11M 0.0% n/c 1 SEC ↗ ×2
7 Bank Of America Corp /De/ 436.65K n/a $4.64M 0.0% n/c 1 SEC ↗ ×2
8 Ameriprise Financial Inc 395.09K n/a $4.20M 0.0% n/c 1 SEC ↗ ×2
9 UBS Group AG 278.61K n/a $2.96M 0.0% n/c 1 SEC ↗ ×2
10 Royal Bank Of Canada 219.99K n/a $2.34M 0.0% n/c 1 SEC ↗ ×4
11 Osaic Holdings, Inc. 180.85K n/a $1.92M 0.0% n/c 1 SEC ↗ ×2
12 Stifel Financial Corp 58.03K n/a $616,838 0.0% n/c 1 SEC ↗
13 Cetera Investment Advisers 49.30K n/a $524,007 0.0% n/c 1 SEC ↗
14 Mariner, LLC 36.78K n/a $390,945 0.0% n/c 1 SEC ↗
15 Rockefeller Capital Management L.P. 36.76K n/a $390,762 0.0% n/c 1 SEC ↗
16 Commonwealth Equity Services, Llc 31.74K n/a $337,380 0.0% n/c 1 SEC ↗
17 National Bank Of Canada /Fi/ 25.30K n/a $268,686 0.0% n/c 1 SEC ↗
18 Susquehanna International Group, Llp 17.74K n/a $188,597 0.0% n/c 1 SEC ↗
19 BlackRock ✦ (passive) 16.27K +295.0% $172,913 0.0% ▲ Add 3 SEC ↗
20 HighTower Advisors, LLC 15.24K n/a $161,971 0.0% n/c 1 SEC ↗
21 Jane Street Group, Llc 12.61K n/a $133,991 0.0% n/c 1 SEC ↗
22 Hrt Financial Lp 11.95K n/a $127,000 0.0% n/c 1 SEC ↗
23 Mml Investors Services, Llc 10.91K n/a $116,002 0.0% n/c 1 SEC ↗
24 Cwm, Llc 1.85K n/a $20,000 0.0% n/c 1 SEC ↗
25 Assetmark, Inc 672 n/a $7,143 0.0% n/c 1 SEC ↗
26 Northwestern Mutual Wealth… 361 n/a $3,832 0.0% n/c 1 SEC ↗
27 Pnc Financial Services Group, Inc. 315 n/a $3,348 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): 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.

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 · Get this via the API