Security record
EQL
name pending profile ingest
25Tracked holders
+1Δ holders
6.61MShares held
$333.47MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +12.8% ·
net new positions +4.0%
— formula
Broad accumulation — rising shares across more 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 | 25 | +1 | 6.61M | $333.47M | +1 | — |
| Q1 2026 | 25 | +1 | 5.94M | $282.65M | +1 | — |
| Q4 2025 | 24 | +1 | 5.60M | $259.89M | +1 | — |
| Q3 2025 | 4 | -1 | 771.99K | $35.53M | — | −1 |
| Q2 2025 | 3 | 0 | 26.66K | $1.17M | — | — |
| Q1 2025 | 2 | +1 | 23.50K | $2.96M | +1 | — |
| Q4 2024 | 1 | 0 | 15.61K | $1.96M | — | — |
| Q3 2024 | 1 | +1 | 7.41K | $944,985 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.70M | +1.9% | $85.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.70M | +1.9% | $85.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.03M | +4.2% | $51.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.03M | +4.2% | $51.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.03M | +4.2% | $51.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.02M | +0.9% | $51.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 837.24K | +4.5% | $42.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 837.24K | +4.5% | $42.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Northern Trust Corp | 516.02K | +9781.6% | $26.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 405.31K | +12.0% | $20.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 405.31K | +12.0% | $20.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 331.71K | +2.6% | $16.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 156.59K | -10.0% | $7.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 123.41K | +3.2% | $6.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 111.64K | +89.0% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 111.64K | +89.0% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 104.03K | +10.8% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 62.06K | +35.3% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 62.06K | +45.2% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 62.06K | +45.2% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 60.45K | +32.1% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 21.13K | -9.4% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 14.40K | +24.2% | $726,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 14.40K | +24.2% | $726,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 13.63K | +0.8% | $687,684 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 13.46K | +179.7% | $678,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 11.63K | -77.6% | $586,625 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 6.53K | 0.0% | $329,187 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.46K | +30.4% | $224,909 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 3.75K | 0.0% | $189,323 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Fifth Third Bancorp | 2.81K | -25.4% | $141,663 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 1.97K | +6.5% | $99,137 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Citigroup Inc | 118 | New | $5,953 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citigroup Inc | $5,953 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 6.64M shares, $313.18M 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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