ESPO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.1% ·
share flow -0.7% ·
net new positions +3.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 191.69K | — | $19.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Assetmark, Inc | 140.43K | — | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Pnc Financial Services Group, Inc. | 91.89K | — | $9.52M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 4 | Bank Of America Corp /De/ | 89.16K | — | $9.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 78.94K | -6.1% | $8.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Jane Street Group, Llc | 57.66K | — | $5.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 31.79K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 18.41K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 17.36K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 13.31K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Susquehanna International Group, Llp | 12.67K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 9.59K | — | $993,969 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.32K | — | $966,113 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Brown Advisory Inc | 9.09K | — | $941,977 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bnp Paribas Financial Markets | 7.99K | — | $827,700 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 7.99K | — | $827,692 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 7.87K | — | $815,233 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 7.86K | -31.5% | $814,543 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 6.39K | — | $661,770 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 4.74K | — | $490,738 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 3.48K | — | $364,927 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 3.25K | — | $336,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 3.00K | New | $311,022 | 0.0% | New | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 3.00K | — | $310,650 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 2.10K | — | $217,984 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 1.92K | — | $199,232 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Barclays Plc | 1.69K | — | $174,574 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.54K | +85.1% | $159,543 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 713 | -50.0% | $73,870 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Rockefeller Capital Management L.P. | 578 | — | $59,956 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 94 | — | $9,739 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 35 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Simplex Trading, Llc | 17 | — | $1,761 | 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
| D. E. Shaw & Co. | $311,022 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 83 holders, 725.50K shares, $58.52M 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.