EVSM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.5% ·
share flow +23.9% ·
net new positions +9.5%
· 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 | Morgan Stanley ✦ | 3.52M | +16.9% | $176.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 835.80K | +45.0% | $41.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 543.00K | +114.3% | $27.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 287.30K | +4.7% | $14.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 107.32K | +35.2% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 59.55K | +244.1% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 52.01K | -33.7% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 44.21K | +16.7% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 40.65K | -18.9% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 35.26K | -64.0% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 26.55K | +85.5% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 18.42K | -21.3% | $924,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 16.42K | New | $824,321 | 0.0% | New | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 13.84K | -31.5% | $694,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 9.37K | New | $470,280 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 8.15K | New | $408,999 | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 8.11K | New | $406,840 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 7.98K | +33.0% | $400,566 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 3.10K | New | $155,883 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.41K | +68.4% | $71,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | UBS Group AG | 50 | New | $2,510 | 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
| Susquehanna International… | $824,321 | 0.0% |
| Bank Of America Corp /De/ | $470,280 | 0.0% |
| Fifth Third Bancorp | $408,999 | 0.0% |
| Raymond James Financial Inc | $406,840 | 0.0% |
| Jones Financial Companies Lllp | $155,883 | 0.0% |
| UBS Group AG | $2,510 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $327,435 | was 0.0% |
| Us Bancorp \De\ | $95,149 | was 0.0% |
| JPMorgan Chase | $5,793 | was 0.0% |
| Fidelity (FMR) | $50 | was 0.0% |
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.