EQIN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +3.2% ·
net new positions -5.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 1 | +1 | 35.40K | $1.59M | +1 | — |
| Q4 2024 | 1 | +1 | 42.71K | $1.89M | +1 | — |
| Q2 2024 | 1 | — | 22.66K | $996,192 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.34M | +0.7% | $68.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 607.54K | -0.4% | $31.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 607.54K | -0.4% | $31.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 607.54K | -0.4% | $31.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 211.84K | +6.6% | $10.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 128.34K | +27.8% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 128.34K | +27.8% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 103.88K | +10.3% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 51.80K | +13.1% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 35.18K | +106.4% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 32.11K | +111.0% | $1.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 30.79K | +26.9% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 30.79K | +26.9% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 30.79K | +26.9% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 28.77K | +8.0% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 16.97K | 0.0% | $876,092 | 0.0% | Held | 4 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 7.95K | +1.7% | $408,037 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 7.12K | New | $365,265 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 4.28K | -6.6% | $219,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 4.25K | -20.8% | $218,133 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 3.18K | +1491.0% | $163,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 2.05K | 0.0% | $104,962 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 853 | +333.0% | $43,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 853 | +333.0% | $43,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 500 | +49900.0% | $25,651 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 61 | +6000.0% | $3,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 61 | +6000.0% | $3,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $365,265 | 0.0% |
Exited
| Jane Street Group, Llc | $1.69M | was 0.0% |
| Northwestern Mutual Wealth… | $19,905 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.