EVSB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -30.0% ·
net new positions -10.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 8.04K | $407,750 | +1 | n/a |
| Q2 2026 | 7 | -3 | 2.99M | $152.14M | +1 | −4 |
| Q1 2026 | 10 | -1 | 2.37M | $120.38M | +3 | −4 |
| Q4 2025 | 11 | +1 | 4.15M | $211.39M | +1 | n/a |
| Q3 2025 | 3 | 0 | 1.85M | $94.19M | n/a | n/a |
| Q2 2025 | 1 | 0 | 55.27K | $2.81M | n/a | n/a |
| Q1 2025 | 1 | 0 | 29.32K | $1.49M | n/a | n/a |
| Q4 2024 | 1 | 0 | 29.61K | $1.50M | n/a | n/a |
| Q3 2024 | 1 | 0 | 13.80K | $700,190 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.79K | $745,413 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.15M | -2.3% | $109.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 64.40K | -38.5% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 47.68K | +2.4% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 45.54K | +27.4% | $2.31M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 34.28K | +42.9% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 12.15K | +32.1% | $616,685 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Hrt Financial Lp | 7.68K | New | $389,000 | 0.0% | New | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 4.48K | New | $227,488 | 0.0% | New | 1 | SEC ↗ |
| 9 | Fifth Third Bancorp | 970 | New | $49,233 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 100 | 0.0% | $5,076 | 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
| Hrt Financial Lp | $389,000 | 0.0% |
| Susquehanna International… | $227,488 | 0.0% |
| Fifth Third Bancorp | $49,233 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $87.23M | was 0.1% |
| Jane Street Group, Llc | $753,482 | was 0.0% |
| UBS Group AG | $23,608 | was 0.0% |
| Fidelity (FMR) | $51 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 2.71M shares, $131.91M 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.