ERH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow -6.1% ·
net new positions +11.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 438.88K | -11.8% | $5.31M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 39.47K | +42.8% | $477,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 29.15K | +20.9% | $352,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 13.56K | New | $163,906 | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 11.78K | +43.1% | $142,390 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 11.02K | +1.8% | $133,280 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 4.05K | 0.0% | $48,989 | 0.0% | Held | 3 | SEC ↗ |
| 8 | TD Waterhouse Canada Inc. | 500 | New | $5,975 | 0.0% | New | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1 | — | $12 | 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
| Stifel Financial Corp | $163,906 | 0.0% |
| TD Waterhouse Canada Inc. | $5,975 | 0.0% |
Exited
| Raymond James Financial Inc | $136,438 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 1.36M shares, $14.72M 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.