EPRF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.8% ·
share flow +25.1% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 866.92K | +61.5% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Wealth Enhancement Advisory… | 103.37K | -0.2% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 70.73K | -7.9% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 69.57K | -4.6% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 46.39K | -7.2% | $769,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 34.12K | -31.1% | $565,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 21.25K | -19.6% | $352,455 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 15.19K | 0.0% | $252,002 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 12.65K | -24.1% | $209,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 12.55K | +1.1% | $208,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 12.25K | +16.7% | $203,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.71K | 0.0% | $61,565 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 0 | -100.0% | $3 | 0.0% | ▼ Trim | 2 | 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
| Citadel Advisors | $501,755 | was 0.0% |
| Hrt Financial Lp | $198,000 | was 0.0% |
| Northwestern Mutual Wealth… | $2,375 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 1.53M shares, $24.90M 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.