Security record · archived quarter
EWD
name pending profile ingest
34Tracked holders
+1Δ holders
1.82MShares held
$88.61MReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow -16.3% ·
net new positions +2.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +1 | 1.79M | $89.65M | +3 | −2 |
| Q1 2026 | 34 | +1 | 1.82M | $88.61M | +4 | −3 |
| Q4 2025 | 33 | -1 | 2.17M | $107.06M | — | −1 |
| Q3 2025 | 8 | 0 | 1.36M | $64.13M | — | — |
| Q2 2025 | 5 | 0 | 1.05M | $48.23M | — | — |
| Q1 2025 | 3 | -2 | 370.40K | $15.59M | — | −2 |
| Q4 2024 | 5 | +1 | 442.93K | $16.53M | +2 | −1 |
| Q3 2024 | 4 | +1 | 386.81K | $16.79M | +1 | — |
| Q2 2024 | 3 | — | 296.82K | $11.95M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 802.18K | +2.8% | $39.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 284.52K | -1.3% | $13.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 113.17K | -6.6% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 105.18K | -61.5% | $5.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 74.57K | -2.6% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 63.20K | +53.9% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 62.58K | -63.5% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 59.26K | -10.6% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 44.00K | -60.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | JPMorgan Chase ✦ | 41.58K | +430.8% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | D. E. Shaw & Co. ✦ | 39.46K | -0.2% | $1.92M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 35.20K | -58.1% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 16.41K | +14.2% | $799,397 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Ameriprise Financial Inc | 14.87K | +14.6% | $724,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citigroup Inc | 10.69K | 0.0% | $520,768 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Hsbc Holdings Plc | 8.89K | -56.1% | $433,120 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 6.87K | +2659.0% | $334,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 6.71K | -57.2% | $327,009 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 5.98K | New | $291,199 | 0.0% | New | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 5.20K | -2.0% | $253,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 5.17K | New | $251,931 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 4.47K | 0.0% | $217,946 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Rhumbline Advisers | 2.76K | 0.0% | $134,467 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 2.51K | -75.8% | $122,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 1.79K | 0.0% | $87,452 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 940 | +13.8% | $45,816 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 747 | -9.4% | $36,432 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 412 | -32.5% | $19,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 322 | New | $15,688 | 0.0% | New | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 250 | 0.0% | $12,180 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 107 | New | $5,213 | 0.0% | New | 1 | SEC ↗ |
| 32 | Cwm, Llc | 87 | 0.0% | $4,247 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Toronto Dominion Bank | 9 | 0.0% | $438 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Barclays Plc | 9 | 0.0% | $438 | 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
| Millennium Management | $291,199 | 0.0% |
| Jane Street Group, Llc | $251,931 | 0.0% |
| UBS AM, a distinct business… | $15,688 | 0.0% |
| Fifth Third Bancorp | $5,213 | 0.0% |
Exited
| Stifel Financial Corp | $291,444 | was 0.0% |
| Mirae Asset Global… | $167,382 | was 0.0% |
| National Bank Of Canada /Fi/ | $45,067 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 2.51M shares, $122.48M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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