EVUS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -2.0% ·
net new positions +4.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +4 | 6.51M | $228.56M | +5 | −1 |
| Q1 2026 | 25 | +4 | 6.55M | $207.65M | +5 | −1 |
| Q4 2025 | 21 | +1 | 5.68M | $181.74M | +1 | — |
| Q3 2025 | 2 | +1 | 572.49K | $18.00M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.33M | — | $106.83M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 797.95K | — | $25.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 455.57K | -20.3% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 455.57K | -20.3% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Lido Advisors, LLC | 232.86K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 216.26K | — | $6.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 168.35K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 151.10K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 107.71K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 83.97K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 41.95K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 41.95K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 23.24K | — | $744,511 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 18.17K | — | $582,199 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 13.70K | — | $439,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 11.62K | — | $372,354 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.62K | — | $372,354 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 9.27K | — | $297,107 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 6.56K | — | $210,150 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 1.53K | +74.1% | $48,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 928 | — | $29,747 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 695 | — | $22,268 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 617 | New | $19,769 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 153 | — | $4,902 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $19,769 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 7.30M shares, $215.61M 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.