Security record · archived quarter
EMO
name pending profile ingest
31Tracked holders
+4Δ holders
2.74MShares held
$144.94MReported value
+5New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +14.8% ·
share flow +0.5% ·
net new positions +12.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.49K | $1.34M | n/a | n/a |
| Q2 2026 | 28 | -1 | 2.72M | $136.08M | +3 | −5 |
| Q1 2026 | 31 | +4 | 2.74M | $144.94M | +5 | −1 |
| Q4 2025 | 27 | 0 | 2.73M | $121.92M | n/a | n/a |
| Q3 2025 | 3 | -1 | 1.26M | $56.50M | n/a | −1 |
| Q2 2025 | 1 | n/a | 16 | $756 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.72K | $731,516 | n/a | n/a |
| Q3 2024 | 1 | +1 | 29.55K | $1.25M | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.33M | +1.4% | $70.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Royal Bank Of Canada | 270.44K | +0.8% | $14.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 225.71K | +2.5% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 213.27K | -0.8% | $11.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 126.38K | +1.0% | $6.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 88.76K | -7.8% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 81.72K | -5.4% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 64.29K | +10.5% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 56.45K | +12.1% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 45.92K | -5.3% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 39.51K | -0.7% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 24.65K | -31.4% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 23.05K | -15.8% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 19.79K | +87.0% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Capstone Investment Advisors, Llc | 19.07K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Nomura Holdings Inc | 19.01K | -53.0% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 13.18K | +0.7% | $702,466 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 11.36K | +43.7% | $599,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 10.57K | +5.2% | $558,370 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 9.85K | +18.0% | $520,371 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 8.79K | New | $464,370 | 0.0% | New | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 6.96K | +50.0% | $367,469 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 6.40K | -3.3% | $338,101 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 6.32K | New | $333,981 | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 5.31K | -0.8% | $280,544 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 5.21K | New | $275,245 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 4.19K | -5.9% | $221,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 3.85K | New | $203,199 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 2.50K | -10.7% | $132,050 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 1.06K | +5185.0% | $55,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 67 | New | $3,539 | 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
| Fifth Third Bancorp | $464,370 | 0.0% |
| Susquehanna International… | $333,981 | 0.0% |
| Captrust Financial Advisors | $275,245 | 0.0% |
| Mercer Global Advisors Inc… | $203,199 | 0.0% |
| UBS AM, a distinct business… | $3,539 | 0.0% |
Exited
| Cerity Partners LLC | $611,615 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 116 holders, 5.55M shares, $253.91M 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: Q1 2026 ·
Methodology ·
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