EPU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 3.66M | $305.82M | +1 | −3 |
| Q1 2026 | 29 | +7 | 3.85M | $310.64M | +7 | n/a |
| Q4 2025 | 22 | 0 | 1.94M | $140.01M | +1 | −1 |
| Q3 2025 | 3 | +1 | 195.39K | $12.02M | +1 | n/a |
| Q1 2025 | 1 | 0 | 9.84K | $431,965 | n/a | n/a |
| Q4 2024 | 1 | -1 | 20.86K | $826,148 | n/a | −1 |
| Q3 2024 | 2 | +1 | 21.26K | $918,136 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.82K | $314,478 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Nova Scotia | 2.90M | +114.7% | $234.20M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 285.69K | New | $23.06M | 0.0% | New | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 158.58K | -23.0% | $12.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | UBS Group AG | 135.03K | -8.5% | $10.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 73.44K | +33.2% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 66.06K | New | $5.33M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 53.66K | +13.1% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Korea Investment CORP | 39.02K | 0.0% | $3.15M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 34.78K | +375.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 22.62K | +141.8% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 18.86K | +8923.9% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 15.17K | +24.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 7.30K | -17.6% | $589,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 6.05K | +17.1% | $487,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 5.60K | +3.8% | $452,306 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Envestnet Asset Management Inc | 5.41K | -34.6% | $436,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Creative Planning | 4.00K | New | $323,001 | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 3.40K | New | $274,254 | 0.0% | New | 1 | SEC ↗ |
| 19 | Man Group plc | 2.97K | -84.9% | $239,709 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 2.91K | 0.0% | $234,624 | 0.0% | Held | 2 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 2.60K | New | $209,846 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 2.50K | -48.4% | $201,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 914 | New | $73,769 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 283 | -40.7% | $21,550 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | UBS AM, a distinct business unit of… | 87 | 0.0% | $7,022 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 31 | 0.0% | $2,502 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Blair William & Co/Il | 28 | 0.0% | $2,260 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Cwm, Llc | 21 | New | $1,695 | 0.0% | New | 1 | SEC ↗ |
| 29 | Zurcher Kantonalbank (Zurich… | 17 | -99.5% | $1,304 | 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
| Jane Street Group, Llc | $23.06M | 0.0% |
| Citadel Advisors | $5.33M | 0.0% |
| Creative Planning | $323,001 | 0.0% |
| Stifel Financial Corp | $274,254 | 0.0% |
| D. E. Shaw & Co. | $209,846 | 0.0% |
| Qube Research & Technologies… | $73,769 | 0.0% |
| Cwm, Llc | $1,695 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 4.40M shares, $350.38M 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.