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Security record · archived quarter

EUAD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
37Tracked holders
-1Δ holders
2.65MShares held
$111.79MReported value
+2New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.6% · share flow -1.0% · net new positions -2.7% — formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 46 -2 5.13M $216.34M +4 −7
Q1 2026 50 +13 5.41M $220.27M +15 −2
Q4 2025 37 -1 2.65M $111.79M +2 −3
Q3 2025 5 -1 141.90K $6.67M — −1
Q2 2025 4 +2 293.19K $12.65M +2 —
Q1 2025 2 +2 168.02K $5.63M +2 —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of Montreal /Can/ 1.03M — $43.33M 0.0% n/c 1 SEC ↗ ×3
2 Royal Bank Of Canada 324.14K — $13.66M 0.0% n/c 1 SEC ↗ ×4
3 Corient Private Wealth LP 275.88K — $11.62M 0.0% n/c 1 SEC ↗ ×2
4 Commonwealth Equity Services, Llc 167.46K — $7.05M 0.0% n/c 1 SEC ↗
5 Loomis Sayles & Co L P 117.20K — $4.94M 0.0% n/c 1 SEC ↗
6 National Bank Of Canada /Fi/ 96.09K — $4.05M 0.0% n/c 1 SEC ↗
7 Cibc World Market Inc. 91.69K — $3.86M 0.0% n/c 1 SEC ↗
8 Cetera Investment Advisers 88.66K — $3.74M 0.0% n/c 1 SEC ↗
9 Marshall Wace ✦ 56.33K -33.0% $2.37M 0.0% ▼ Trim 4 SEC ↗ ×2
10 Nomura Asset Management Co Ltd 44.05K — $1.86M 0.0% n/c 1 SEC ↗
11 Truist Financial Corp 43.97K — $1.85M 0.0% n/c 1 SEC ↗
12 Jane Street Group, Llc 37.65K — $1.59M 0.0% n/c 1 SEC ↗ ×2
13 Raymond James Financial Inc 36.69K — $1.55M 0.0% n/c 1 SEC ↗ ×2
14 Morgan Stanley ✦ 33.74K -8.7% $1.42M 0.0% ▼ Trim 2 SEC ↗ ×3
15 Envestnet Asset Management Inc 32.10K — $1.35M 0.0% n/c 1 SEC ↗
16 Citadel Advisors ✦ 25.09K New $1.06M 0.0% New 1 SEC ↗
17 UBS Group AG 18.68K — $787,157 0.0% n/c 1 SEC ↗ ×3
18 Pnc Financial Services Group, Inc. 15.00K — $631,951 0.0% n/c 1 SEC ↗ ×3
19 Creative Planning 14.30K — $602,665 0.0% n/c 1 SEC ↗
20 HighTower Advisors, LLC 12.42K — $523,104 0.0% n/c 1 SEC ↗
21 Susquehanna International Group, Llp 11.99K — $505,349 0.0% n/c 1 SEC ↗
22 Stifel Financial Corp 11.42K — $481,001 0.0% n/c 1 SEC ↗
23 Captrust Financial Advisors 11.07K — $466,337 0.0% n/c 1 SEC ↗
24 Cerity Partners LLC 10.70K — $450,791 0.0% n/c 1 SEC ↗
25 Northern Trust Corp 10.00K — $421,300 0.0% n/c 1 SEC ↗
26 Simplex Trading, Llc 9.67K — $407,270 0.0% n/c 1 SEC ↗
27 Wealth Enhancement Advisory… 6.28K — $286,932 0.0% n/c 1 SEC ↗
28 Mml Investors Services, Llc 5.14K — $216,759 0.0% n/c 1 SEC ↗
29 TD Waterhouse Canada Inc. 4.99K — $210,045 0.0% n/c 1 SEC ↗
30 Us Bancorp \De\ 3.63K — $152,974 0.0% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 2.95K — $124,368 0.0% n/c 1 SEC ↗
32 Osaic Holdings, Inc. 1.67K — $70,369 0.0% n/c 1 SEC ↗
33 Northwestern Mutual Wealth… 1.49K — $62,732 0.0% n/c 1 SEC ↗
34 Wells Fargo & Company/Mn 800 — $33,709 0.0% n/c 1 SEC ↗
35 Fidelity (FMR) ✦ 700 New $29,491 0.0% New 1 SEC ↗
36 Cwm, Llc 526 — $22,000 0.0% n/c 1 SEC ↗
37 Rockefeller Capital Management L.P. 450 — $18,959 0.0% n/c 1 SEC ↗ ×2

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

New buyers

Citadel Advisors $1.06M 0.0%
Fidelity (FMR) $29,491 0.0%

Exited

Renaissance Technologies $540,155 was 0.0%
D. E. Shaw & Co. $419,773 was 0.0%
JPMorgan Chase $20,564 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 10.39M shares, $413.53M 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: Q4 2025 · Methodology · Get this via the API