Security record · archived quarter
EP
name pending profile ingest
33Tracked holders
0Δ holders
2.91MShares held
$8.84MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -6 | 1.93M | $5.17M | +6 | −12 |
| Q1 2026 | 32 | -1 | 2.76M | $8.16M | — | −1 |
| Q4 2025 | 33 | 0 | 2.91M | $8.84M | — | — |
| Q3 2025 | 10 | +1 | 2.45M | $11.05M | +1 | — |
| Q2 2025 | 6 | 0 | 2.47M | $13.03M | — | — |
| Q1 2025 | 3 | 0 | 687.62K | $4.32M | — | — |
| Q4 2024 | 3 | 0 | 674.72K | $5.13M | — | — |
| Q3 2024 | 2 | +1 | 469.76K | $2.47M | +1 | — |
| Q2 2024 | 1 | — | 392.36K | $2.02M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 893.20K | +1.6% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 893.20K | +1.6% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 893.20K | +1.6% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 893.20K | +1.6% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 893.20K | +1.6% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 766.28K | -8.1% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 766.28K | -8.1% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 766.28K | -8.1% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 397.25K | +0.1% | $1.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 397.25K | +0.1% | $1.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 189.01K | -2.4% | $574,596 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Northern Trust Corp | 125.68K | — | $382,067 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 125.68K | — | $382,067 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northern Trust Corp | 125.68K | — | $382,067 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 62.58K | — | $177,739 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wellington Management ✦ | 50.71K | +69.7% | $154,149 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 45.79K | — | $139,212 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 45.79K | — | $139,212 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 45.79K | — | $139,212 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 45.79K | — | $139,212 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 43.19K | +110.5% | $131,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 43.19K | +110.5% | $131,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 38.81K | — | $117,979 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Nuveen, LLC | 37.87K | — | $115,121 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Nuveen, LLC | 37.87K | — | $115,121 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 35.16K | +67.8% | $106,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 35.16K | +67.8% | $106,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 35.16K | +67.8% | $106,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 35.16K | +67.8% | $106,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 35.16K | +67.8% | $106,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 30.27K | +7.5% | $92,021 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 30.27K | +7.5% | $92,021 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Charles Schwab Investment… | 27.97K | — | $85,020 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 27.27K | — | $82,904 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 27.27K | — | $82,904 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Barclays Plc | 22.98K | — | $69,866 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rhumbline Advisers | 16.71K | — | $50,781 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 16.59K | — | $50,437 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 16.59K | — | $50,437 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 16.59K | — | $50,437 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 16.09K | — | $48,914 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | State Board Of Administration Of… | 15.53K | — | $47,211 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 14.46K | — | $43,926 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 14.46K | — | $43,926 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 14.46K | — | $43,926 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Dimensional Fund Advisors Lp | 14.46K | — | $43,926 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 9.15K | -76.5% | $27,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 9.15K | -76.5% | $27,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 9.15K | -76.5% | $27,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | UBS Group AG | 7.74K | — | $23,542 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS Group AG | 7.74K | — | $23,542 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | UBS Group AG | 7.74K | — | $23,542 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 7.08K | — | $21,511 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 3.92K | — | $11,920 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | New York State Common Retirement… | 3.43K | — | $10,421 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 1.95K | — | $5,931 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 1.95K | — | $5,931 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Legal & General Group Plc | 1.42K | — | $4,319 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Royal Bank Of Canada | 1.45K | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Royal Bank Of Canada | 1.45K | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Royal Bank Of Canada | 1.45K | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | California State Teachers… | 887 | — | $2,696 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 870 | -70.3% | $2,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Citigroup Inc | 584 | — | $1,775 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citigroup Inc | 584 | — | $1,775 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 46 | — | $140 | 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): 45 holders, 3.17M shares, $9.39M 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 ·
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