EWM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -2.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -1 | 3.27M | $88.08M | +1 | −2 |
| Q1 2026 | 29 | 0 | 3.78M | $107.04M | +4 | −4 |
| Q4 2025 | 29 | +1 | 2.78M | $76.09M | +1 | — |
| Q3 2025 | 5 | -2 | 1.50M | $38.87M | — | −2 |
| Q2 2025 | 4 | 0 | 39.56K | $962,802 | +1 | −1 |
| Q1 2025 | 2 | +1 | 88.77K | $2.05M | +1 | — |
| Q4 2024 | 1 | -1 | 4.59K | $112,495 | — | −1 |
| Q3 2024 | 2 | +2 | 167.49K | $4.53M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 755.70K | — | $19.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 755.70K | — | $19.59M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 755.70K | — | $19.59M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 755.70K | — | $19.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 551.47K | — | $14.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 551.47K | — | $14.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 190.42K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 190.42K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 190.42K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 190.42K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 190.42K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.61K | -31.2% | $41,809 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 266 | -49.0% | $6,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $637,026 | was 0.0% |
| Millennium Management | $256,032 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 9.18M shares, $240.55M 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.