Security record · archived quarter
EPM
name pending profile ingest
51Tracked holders
-4Δ holders
12.86MShares held
$47.34MReported value
+4New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -7.3% ·
share flow +0.7% ·
net new positions -7.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — |
| Q3 2025 | 12 | 0 | 7.37M | $35.54M | — | — |
| Q2 2025 | 9 | -2 | 6.64M | $31.21M | — | −2 |
| Q1 2025 | 8 | -1 | 2.60M | $13.47M | +1 | −2 |
| Q4 2024 | 9 | +4 | 2.62M | $13.72M | +4 | — |
| Q3 2024 | 4 | 0 | 1.87M | $9.91M | +1 | −1 |
| Q2 2024 | 4 | — | 2.09M | $11.01M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 1.49M | +2.4% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 1.49M | +2.4% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 1.49M | +2.4% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 1.49M | +2.4% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Vanguard Capital Management Llc | 1.27M | +2.0% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | American Century Companies Inc | 1.08M | -0.9% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 1.03M | +8.1% | $3.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Raymond James Financial Inc | 996.43K | -3.2% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 996.43K | -3.2% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passive) | 885.71K | +13.8% | $3.26M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 885.71K | +13.8% | $3.26M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 691.69K | -0.1% | $2.55M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Northern Trust Corp | 265.47K | -14.0% | $976,922 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 265.47K | -14.0% | $976,922 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Northern Trust Corp | 265.47K | -14.0% | $976,922 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 171.61K | +157.9% | $631,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 164.53K | -42.4% | $605,456 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | UBS Group AG | 158.95K | -19.9% | $584,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | UBS Group AG | 158.95K | -19.9% | $584,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS Group AG | 158.95K | -19.9% | $584,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 111.65K | +64.7% | $410,864 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 111.65K | +64.7% | $410,864 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 111.65K | +64.7% | $410,864 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Charles Schwab Investment… | 98.68K | +11.1% | $363,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 84.80K | -0.9% | $312,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 84.80K | -0.9% | $312,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 84.80K | -0.9% | $312,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 84.80K | -0.9% | $312,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 84.80K | -0.9% | $312,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 63.83K | -10.2% | $234,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 63.16K | -0.8% | $232,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 63.16K | -0.8% | $232,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 62.00K | 0.0% | $228,156 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Nuveen, LLC | 62.00K | 0.0% | $228,156 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Connor, Clark & Lunn Investment… | 53.85K | +66.5% | $198,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Invesco Ltd. | 52.28K | -13.3% | $192,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Invesco Ltd. | 52.28K | -13.3% | $192,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Invesco Ltd. | 52.28K | -13.3% | $192,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Invesco Ltd. | 52.28K | -13.3% | $192,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Truist Financial Corp | 49.79K | 0.0% | $183,220 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 48.68K | -85.1% | $179,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 48.37K | +612.9% | $177,985 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 48.37K | +612.9% | $177,985 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 46.46K | +67.8% | $170,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 43.25K | +204.1% | $159,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Alliancebernstein L.P. | 31.61K | +28.4% | $144,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 37.80K | +162.0% | $139,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 37.80K | +162.0% | $139,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Victory Capital Management Inc | 34.14K | -8.9% | $125,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 33.29K | +13.7% | $122,496 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Deutsche Bank Ag\ | 33.29K | +13.7% | $122,496 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Wealth Enhancement Advisory… | 26.23K | New | $95,219 | 0.0% | New | 1 | SEC ↗ |
| 72 | Rhumbline Advisers | 24.71K | -7.5% | $90,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Lido Advisors, LLC | 23.79K | New | $87,539 | 0.0% | New | 1 | SEC ↗ |
| 74 | T. Rowe Price ✦ | 23.20K | 0.0% | $86,000 | 0.0% | Held | 7 | SEC ↗ |
| 75 | Citigroup Inc | 21.23K | +1199.5% | $78,137 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Citigroup Inc | 21.23K | +1199.5% | $78,137 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Wellington Management ✦ | 19.78K | +19.6% | $72,801 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 78 | Sei Investments Co | 16.30K | 0.0% | $59,980 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Mariner, LLC | 15.89K | New | $58,497 | 0.0% | New | 1 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 15.29K | +3.3% | $56,864 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 15.29K | +3.3% | $56,864 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 82 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.81K | -2.4% | $54,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Captrust Financial Advisors | 11.02K | New | $40,567 | 0.0% | New | 1 | SEC ↗ |
| 84 | New York State Common Retirement… | 9.56K | 0.0% | $35,188 | 0.0% | Held | 3 | SEC ↗ |
| 85 | Barclays Plc | 9.02K | -9.4% | $33,182 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Barclays Plc | 9.02K | -9.4% | $33,182 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Osaic Holdings, Inc. | 8.07K | +2.0% | $29,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Osaic Holdings, Inc. | 8.07K | +2.0% | $29,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 8.03K | +11.7% | $29,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bnp Paribas Financial Markets | 7.62K | +8.3% | $28,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Legal & General Group Plc | 2.99K | 0.0% | $11,011 | 0.0% | Held | 3 | SEC ↗ |
| 92 | Jones Financial Companies Lllp | 1.37K | 0.0% | $5,196 | 0.0% | Held | 3 | SEC ↗ |
| 93 | Northwestern Mutual Wealth… | 1.01K | 0.0% | $3,714 | 0.0% | Held | 3 | SEC ↗ |
| 94 | Royal Bank Of Canada | 941 | -13.5% | $3,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Royal Bank Of Canada | 941 | -13.5% | $3,000 | 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
| Wealth Enhancement Advisory… | $95,219 | 0.0% |
| Lido Advisors, LLC | $87,539 | 0.0% |
| Mariner, LLC | $58,497 | 0.0% |
| Captrust Financial Advisors | $40,567 | 0.0% |
Exited
| Point72 Asset Management | $768,345 | was 0.0% |
| Millennium Management | $402,284 | was 0.0% |
| Jane Street Group, Llc | $282,416 | was 0.0% |
| Two Sigma Investments | $82,591 | was 0.0% |
| Arrowstreet Capital | $75,465 | was 0.0% |
| Focus Partners Wealth | $63,836 | was 0.0% |
| LPL Financial LLC | $53,744 | was 0.0% |
| Manufacturers Life Insurance… | $45,997 | 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: Q2 2026 ·
Methodology ·
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