EOS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow -6.6% ·
net new positions +3.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.21M | -4.1% | $24.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 1.13M | -5.8% | $23.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 769.23K | +6.9% | $15.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 723.01K | -0.8% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 699.48K | +2.2% | $14.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 428.14K | -2.7% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 412.73K | +0.8% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 366.37K | +4.5% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 349.04K | -7.7% | $7.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 300.15K | -53.6% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 124.20K | +4.9% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 120.93K | +0.9% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 113.94K | -33.4% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 75.38K | +50.0% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 37.72K | -30.2% | $771,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Corient Private Wealth LP | 34.41K | -52.7% | $704,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 31.82K | +15.5% | $650,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 23.99K | +21.8% | $490,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 22.42K | +2.8% | $458,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 21.45K | +50.2% | $438,846 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Creative Planning | 20.23K | -8.9% | $413,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 16.50K | -3.3% | $342,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 14.13K | +65.0% | $289,078 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Baird Financial Group, Inc. | 12.61K | +0.2% | $257,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 10.71K | 0.0% | $219,213 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Neuberger Berman Group LLC | 10.60K | 0.0% | $216,876 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 9.84K | 0.0% | $201,224 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 28 | Northwestern Mutual Wealth… | 7.43K | +12.0% | $152,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 5.70K | +321.7% | $116,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 2.06K | -89.3% | $42,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 917 | New | $18,762 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 316 | -27.9% | $6,146 | 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
| UBS AM, a distinct business… | $18,762 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 123 holders, 11.00M shares, $221.25M 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.
Open-market purchases (P)
Other · 5.00K sh @ 21.39 · $106,950
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology