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Security record · archived quarter

ESPO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
31Tracked holders
-2Δ holders
539.72KShares held
$48.84MReported value
+3New positions
−5Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.1% · share flow -30.0% · net new positions -6.5% — formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 29 -1 494.80K $44.41M +1 −2
Q1 2026 31 -2 539.72K $48.84M +3 −5
Q4 2025 33 +1 835.54K $86.57M +1 —
Q3 2025 4 +1 97.83K $11.86M +1 —
Q2 2025 1 — 941 $103,098 — —
Q4 2024 1 +1 4.96K $413,231 +1 —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 151.09K -21.2% $13.67M 0.0% ▼ Trim 2 SEC ↗
2 Bank Of America Corp /De/ 59.49K -33.3% $5.38M 0.0% ▼ Trim 2 SEC ↗ ×2
3 Citadel Advisors ✦ 58.83K +648.3% $5.32M 0.0% ▲ Add 3 SEC ↗
4 Pnc Financial Services Group, Inc. 51.23K -44.2% $4.64M 0.0% ▼ Trim 2 SEC ↗ ×8
5 Morgan Stanley ✦ 43.04K -45.5% $3.90M 0.0% ▼ Trim 3 SEC ↗ ×2
6 Susquehanna International Group, Llp 33.37K +163.4% $3.02M 0.0% ▲ Add 2 SEC ↗
7 UBS Group AG 28.76K -9.5% $2.60M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Raymond James Financial Inc 18.52K +6.7% $1.68M 0.0% ▲ Add 2 SEC ↗ ×2
9 Royal Bank Of Canada 15.65K +17.6% $1.42M 0.0% ▲ Add 2 SEC ↗ ×2
10 Brown Advisory Inc 9.05K -0.4% $819,476 0.0% ▼ Trim 2 SEC ↗
11 Wells Fargo & Company/Mn 8.37K -54.5% $757,745 0.0% ▼ Trim 2 SEC ↗ ×2
12 Osaic Holdings, Inc. 8.34K -10.5% $754,856 0.0% ▼ Trim 2 SEC ↗ ×2
13 Northwestern Mutual Wealth… 8.30K +3.8% $750,780 0.0% ▲ Add 2 SEC ↗
14 Jane Street Group, Llc 8.07K -86.0% $730,786 0.0% ▼ Trim 2 SEC ↗
15 Cetera Investment Advisers 6.25K -34.8% $565,821 0.0% ▼ Trim 2 SEC ↗
16 Commonwealth Equity Services, Llc 5.94K -7.0% $537,260 0.0% ▼ Trim 2 SEC ↗
17 Assetmark, Inc 4.55K -96.8% $411,684 0.0% ▼ Trim 2 SEC ↗
18 Ameriprise Financial Inc 4.39K -44.2% $397,302 0.0% ▼ Trim 2 SEC ↗
19 D. E. Shaw & Co. ✦ 3.20K +6.7% $289,780 0.0% ▲ Add 2 SEC ↗
20 Stifel Financial Corp 3.17K +50.8% $287,144 0.0% ▲ Add 2 SEC ↗
21 National Bank Of Canada /Fi/ 3.00K 0.0% $270,990 0.0% Held 2 SEC ↗
22 Qube Research & Technologies Ltd 2.67K +39.0% $241,815 0.0% ▲ Add 2 SEC ↗
23 JPMorgan Chase ✦ 1.16K +63.1% $101,611 0.0% ▲ Add 3 SEC ↗ ×3
24 Fidelity (FMR) ✦ 948 -38.4% $85,780 0.0% ▼ Trim 4 SEC ↗
25 Belvedere Trading LLC 900 New $81,450 0.0% New 1 SEC ↗
26 Rockefeller Capital Management L.P. 720 +24.6% $65,223 0.0% ▲ Add 2 SEC ↗
27 Bnp Paribas Financial Markets 300 -96.2% $27,150 0.0% ▼ Trim 2 SEC ↗
28 BlackRock ✦ (passive) 200 New $18,100 0.0% New 1 SEC ↗
29 Bank Of Montreal /Can/ 94 0.0% $8,506 0.0% Held 2 SEC ↗ ×2
30 Fifth Third Bancorp 68 New $6,154 0.0% New 1 SEC ↗
31 Cwm, Llc 35 0.0% $3,168 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Belvedere Trading LLC $81,450 0.0%
BlackRock $18,100 0.0%
Fifth Third Bancorp $6,154 0.0%

Exited

HighTower Advisors, LLC $490,738 was 0.0%
Wealth Enhancement Advisory… $364,927 was 0.0%
Hrt Financial Lp $336,000 was 0.0%
Barclays Plc $174,574 was 0.0%
Simplex Trading, Llc $1,761 was 0.0%

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.

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 · Get this via the API