Security record · archived quarter
EPM
name pending profile ingest
56Tracked holders
+1Δ holders
12.76MShares held
$58.43MReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +1.8% ·
share flow +4.0% ·
net new positions +1.8%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | -4 | 12.86M | $47.34M | +4 | −8 |
| Q1 2026 | 56 | +1 | 12.76M | $58.43M | +5 | −4 |
| Q4 2025 | 55 | +3 | 12.65M | $44.78M | +3 | n/a |
| Q3 2025 | 12 | 0 | 7.37M | $35.54M | n/a | n/a |
| Q2 2025 | 9 | -2 | 6.64M | $31.21M | n/a | −2 |
| Q1 2025 | 8 | -1 | 2.60M | $13.47M | +1 | −2 |
| Q4 2024 | 9 | +4 | 2.62M | $13.72M | +4 | n/a |
| Q3 2024 | 4 | 0 | 1.87M | $9.91M | +1 | −1 |
| Q2 2024 | 4 | n/a | 2.09M | $11.01M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.37M | -1.9% | $10.84M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Dimensional Fund Advisors Lp | 1.45M | +2.3% | $6.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 1.25M | n/a | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | American Century Companies Inc | 1.08M | +6.2% | $4.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.03M | +33.6% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 952.90K | -10.3% | $4.36M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 778.37K | +2.9% | $3.57M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (passive) | 692.50K | -0.4% | $3.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 651.33K | -1.3% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 10 | Citadel Advisors ✦ | 325.90K | +20.3% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Northern Trust Corp | 308.84K | +0.8% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Goldman Sachs Group ✦ | 285.64K | +110.7% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | UBS Group AG | 198.51K | +37.3% | $909,189 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Point72 Asset Management ✦ | 167.76K | +57.7% | $768,345 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Charles Schwab Investment… | 88.79K | -7.4% | $406,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 87.83K | New | $402,284 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 85.59K | -4.9% | $391,983 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | Bank Of America Corp /De/ | 71.10K | +11.2% | $325,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 67.79K | -21.3% | $310,477 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Quantinno Capital Management LP | 66.53K | -43.3% | $304,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 63.65K | +104.8% | $291,494 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Nuveen, LLC | 62.00K | 0.0% | $283,955 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 61.66K | -24.8% | $282,416 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Invesco Ltd. | 60.31K | +3.9% | $276,233 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Truist Financial Corp | 49.79K | 0.0% | $228,029 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Victory Capital Management Inc | 37.47K | 0.0% | $171,631 | 0.0% | Held | 2 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 33.53K | +172.7% | $153,548 | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 28 | Connor, Clark & Lunn Investment… | 32.34K | New | $148,117 | 0.0% | New | 1 | SEC ↗ |
| 29 | Deutsche Bank Ag\ | 29.27K | -5.1% | $134,062 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | D. E. Shaw & Co. ✦ | 27.69K | New | $126,811 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rhumbline Advisers | 26.73K | -19.9% | $122,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 23.20K | +51.9% | $107,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | Alliancebernstein L.P. | 24.61K | 0.0% | $87,119 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 18.03K | -37.0% | $82,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wellington Management ✦ | 16.55K | -25.3% | $75,785 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 36 | Arrowstreet Capital ✦ | 16.48K | New | $75,465 | 0.0% | New | 1 | SEC ↗ |
| 37 | Sei Investments Co | 16.30K | 0.0% | $74,649 | 0.0% | Held | 2 | SEC ↗ |
| 38 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.18K | +2.3% | $69,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 14.79K | +1.5% | $69,078 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Russell Investments Group, Ltd. | 14.43K | -69.8% | $66,088 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Mercer Global Advisors Inc /Adv | 14.22K | -36.0% | $65,146 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Focus Partners Wealth | 13.94K | New | $63,836 | 0.0% | New | 1 | SEC ↗ |
| 43 | LPL Financial LLC | 11.73K | +3.9% | $53,744 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Manufacturers Life Insurance… | 10.04K | -27.4% | $45,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Barclays Plc | 9.95K | -81.1% | $45,570 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | New York State Common Retirement… | 9.56K | -59.9% | $43,794 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 7.91K | +0.9% | $36,225 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Pnc Financial Services Group, Inc. | 7.20K | +13.9% | $32,954 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | Bnp Paribas Financial Markets | 7.04K | -0.3% | $32,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 6.78K | +4.0% | $31,072 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 51 | Legal & General Group Plc | 2.99K | -8.9% | $13,703 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Cwm, Llc | 1.84K | +201.0% | $8,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citigroup Inc | 1.63K | -91.3% | $7,483 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Jones Financial Companies Lllp | 1.37K | 0.0% | $6,389 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 1.09K | -31.8% | $5,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 56 | Northwestern Mutual Wealth… | 1.01K | 0.0% | $4,622 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $402,284 | 0.0% |
| Connor, Clark & Lunn… | $148,117 | 0.0% |
| D. E. Shaw & Co. | $126,811 | 0.0% |
| Arrowstreet Capital | $75,465 | 0.0% |
| Focus Partners Wealth | $63,836 | 0.0% |
Exited
| Hrt Financial Lp | $77,000 | was 0.0% |
| Squarepoint Ops LLC | $55,305 | was 0.0% |
| Simplex Trading, Llc | $20,294 | was 0.0% |
| California State Teachers… | $6,829 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 120 holders, 17.86M shares, $81.42M 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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