EVF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.5% ·
share flow -4.4% ·
net new positions -10.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 236.43K | -8.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Loomis Sayles & Co L P | 122.69K | New | $612,243 | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 122.68K | -2.1% | $612,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 111.70K | -11.8% | $557,365 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 58.18K | +5.8% | $290,325 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 50.67K | -12.9% | $252,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 33.51K | -22.2% | $167,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 33.19K | +9.4% | $165,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 29.30K | +1.6% | $146,190 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 27.26K | +14.3% | $136,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 26.94K | -58.3% | $134,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Creative Planning | 20.17K | New | $100,653 | 0.0% | New | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 20.04K | -6.8% | $99,985 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 10.00K | 0.0% | $49,900 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 2.42K | -19.7% | $12,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.25K | 0.0% | $6,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 535 | 0.0% | $2,670 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 240 | +2.6% | $1,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Us Bancorp \De\ | 4 | 0.0% | $20 | 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
| Loomis Sayles & Co L P | $612,243 | 0.0% |
| Creative Planning | $100,653 | 0.0% |
Exited
| Citadel Advisors | $165,162 | was 0.0% |
| Stifel Financial Corp | $150,434 | was 0.0% |
| Nomura Holdings Inc | $148,150 | was 0.0% |
| Hrt Financial Lp | $57,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 4.99M shares, $19.14M 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.