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