Security record
ESIX
name pending profile ingest
8Tracked holders
0Δ holders
62.20KShares held
$1.97MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 34.78K | -4.8% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 9.61K | +25.4% | $305,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Truist Financial Corp | 8.23K | +7.5% | $261,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 6.89K | -9.4% | $218,678 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.91K | +238.7% | $60,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 554 | 0.0% | $17,581 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 211 | 0.0% | $6,711 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 8 | Assetmark, Inc | 11 | -8.3% | $349 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 122.30K shares, $3.88M 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: Q1 2026 ·
Methodology ·
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