EVSM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +26.7% ·
share flow +3.4% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.01M | +3.6% | $151.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 576.55K | n/a | $29.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 274.49K | n/a | $13.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 253.39K | n/a | $12.76M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 98.02K | n/a | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 79.39K | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 78.41K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 50.11K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 37.88K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 23.41K | New | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 20.22K | New | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 17.31K | n/a | $871,703 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 14.31K | n/a | $720,681 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 6.49K | n/a | $327,435 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 6.00K | n/a | $302,220 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 1.89K | n/a | $95,149 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 835 | n/a | $42,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 115 | New | $5,793 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1 | New | $50 | 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 | $1.18M | 0.0% |
| Goldman Sachs Group | $1.02M | 0.0% |
| JPMorgan Chase | $5,793 | 0.0% |
| Fidelity (FMR) | $50 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 8.95M shares, $402.37M 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.