Security record · archived quarter
EQIN
name pending profile ingest
21Tracked holders
0Δ holders
2.52MShares held
$119.76MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.7% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 29.38K | $1.54M | n/a | n/a |
| Q2 2026 | 20 | -1 | 2.62M | $134.50M | +1 | −2 |
| Q1 2026 | 22 | +1 | 2.54M | $124.83M | +2 | −1 |
| Q4 2025 | 21 | 0 | 2.52M | $119.76M | +1 | −1 |
| Q3 2025 | 3 | 0 | 81.79K | $3.82M | n/a | n/a |
| Q2 2025 | 1 | +1 | 35.40K | $1.59M | +1 | n/a |
| Q4 2024 | 1 | +1 | 42.71K | $1.89M | +1 | n/a |
| Q2 2024 | 1 | n/a | 22.66K | $996,192 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.39M | n/a | $66.00M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 602.51K | n/a | $28.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Stifel Financial Corp | 171.60K | n/a | $8.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 73.18K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 70.37K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 49.21K | +316.4% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 44.55K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 26.58K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Wealth Enhancement Advisory… | 21.50K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 16.24K | n/a | $771,285 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 15.56K | -50.0% | $739,087 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 12.14K | n/a | $576,671 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 10.82K | n/a | $513,984 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 8.91K | n/a | $422,961 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 4.61K | n/a | $219,039 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 2.05K | n/a | $97,165 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 1.55K | n/a | $74,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 200 | n/a | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 78 | n/a | $3,704 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1 | New | $52 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | n/a | $16 | 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
| Morgan Stanley | $52 | 0.0% |
Exited
| Citadel Advisors | $1.81M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 3.20M shares, $152.70M 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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