EP-PC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -3.2% ·
net new positions +16.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 971.40K | 0.0% | $49.05M | 0.0% | Held | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 271.46K | -10.1% | $13.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 151.38K | -0.9% | $7.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Nomura Holdings Inc | 62.26K | New | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 45.42K | -6.3% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 18.37K | -2.0% | $927,424 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 15.75K | New | $795,218 | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 9.68K | 0.0% | $488,743 | 0.0% | Held | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 8.55K | -11.3% | $433,913 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Wealth Enhancement Advisory… | 7.39K | New | $368,611 | 0.0% | New | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 6.54K | -2.8% | $330,306 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Fifth Third Bancorp | 2.50K | 0.0% | $126,225 | 0.0% | Held | 3 | SEC ↗ |
| 13 | UBS Group AG | 2.42K | -4.0% | $121,984 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 1.60K | +60.0% | $80,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 1.02K | +5000.0% | $51,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 500 | New | $25,245 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 214 | +234.4% | $10,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 2 | 0.0% | $99 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Holdings Inc | $3.14M | 0.0% |
| Bank Of America Corp /De/ | $795,218 | 0.0% |
| Wealth Enhancement Advisory… | $368,611 | 0.0% |
| Rockefeller Capital… | $25,245 | 0.0% |
Exited
| Nomura Asset Management… | $5.27M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 3.54M shares, $178.52M 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.