EVIM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +15.6% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.35M | +13.3% | $70.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 424.02K | -1.8% | $22.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 184.08K | +25.8% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 82.77K | +173.9% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 48.76K | New | $2.56M | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 33.16K | +5.7% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 12.98K | +4.1% | $681,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 6.48K | +0.5% | $340,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Fifth Third Bancorp | 1.33K | New | $70,095 | 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
| Jane Street Group, Llc | $2.56M | 0.0% |
| Fifth Third Bancorp | $70,095 | 0.0% |
Exited
| Citadel Advisors | $266,252 | was 0.0% |
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.