EVIM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow -7.6% ·
net new positions +12.5%
· 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 | Envestnet Asset Management Inc | 1.19M | n/a | $63.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 431.80K | -26.8% | $22.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 146.38K | n/a | $7.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 31.38K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 30.22K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 12.47K | n/a | $661,600 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 6.44K | n/a | $341,970 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 5.02K | New | $266,252 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $266,252 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 4.55M shares, $238.15M 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.