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Security record · archived quarter

EWM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
29Tracked holders
+1Δ holders
2.78MShares held
$76.09MReported value
+1New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.6% · share flow -9.7% · net new positions +3.4%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 587.66K $16.08M 0.0% n/c 1 SEC ↗
2 UBS Group AG 587.66K $16.08M 0.0% n/c 1 SEC ↗
3 UBS Group AG 587.66K $16.08M 0.0% n/c 1 SEC ↗
4 Goldman Sachs Group 562.94K +2.1% $15.40M 0.0% ▲ Add 2 SEC ↗
5 Goldman Sachs Group 562.94K +2.1% $15.40M 0.0% ▲ Add 2 SEC ↗
6 Goldman Sachs Group 562.94K +2.1% $15.40M 0.0% ▲ Add 2 SEC ↗
7 JPMorgan Chase 380.11K -49.7% $10.40M 0.0% ▼ Trim 2 SEC ↗
8 JPMorgan Chase 380.11K -49.7% $10.40M 0.0% ▼ Trim 2 SEC ↗
9 Citigroup Inc 279.26K $7.64M 0.0% n/c 1 SEC ↗
10 Citigroup Inc 279.26K $7.64M 0.0% n/c 1 SEC ↗
11 Morgan Stanley 208.52K +9.5% $5.71M 0.0% ▲ Add 2 SEC ↗
12 Morgan Stanley 208.52K +9.5% $5.71M 0.0% ▲ Add 2 SEC ↗
13 Morgan Stanley 208.52K +9.5% $5.71M 0.0% ▲ Add 2 SEC ↗
14 Morgan Stanley 208.52K +9.5% $5.71M 0.0% ▲ Add 2 SEC ↗
15 Morgan Stanley 208.52K +9.5% $5.71M 0.0% ▲ Add 2 SEC ↗
16 Morgan Stanley 208.52K +9.5% $5.71M 0.0% ▲ Add 2 SEC ↗
17 Korea Investment CORP 188.14K $5.15M 0.0% n/c 1 SEC ↗
18 Bank Of Montreal /Can/ 136.46K $3.73M 0.0% n/c 1 SEC ↗
19 State Of Wisconsin Investment Board 86.40K $2.36M 0.0% n/c 1 SEC ↗
20 Kayne Anderson Rudnick Investment… 53.58K $1.47M 0.0% n/c 1 SEC ↗
21 Qube Research & Technologies Ltd 43.60K $1.19M 0.0% n/c 1 SEC ↗
22 Focus Partners Wealth 41.76K $1.14M 0.0% n/c 1 SEC ↗
23 BlackRock (passive) 31.11K +1828.5% $851,088 0.0% ▲ Add 3 SEC ↗
24 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
25 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
26 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
27 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
28 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
29 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
30 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
31 Hsbc Holdings Plc 31.01K $848,274 0.0% n/c 1 SEC ↗
32 Bank Of America Corp /De/ 29.32K $802,332 0.0% n/c 1 SEC ↗
33 Bank Of America Corp /De/ 29.32K $802,332 0.0% n/c 1 SEC ↗
34 Bank Of America Corp /De/ 29.32K $802,332 0.0% n/c 1 SEC ↗
35 Stifel Financial Corp 22.32K $610,759 0.0% n/c 1 SEC ↗
36 Sumitomo Mitsui Trust Group, Inc. 18.74K $512,808 0.0% n/c 1 SEC ↗
37 Citadel Advisors 18.13K New $495,982 0.0% New 1 SEC ↗
38 LPL Financial LLC 13.07K $357,570 0.0% n/c 1 SEC ↗
39 Royal Bank Of Canada 12.53K $343,000 0.0% n/c 1 SEC ↗
40 Royal Bank Of Canada 12.53K $343,000 0.0% n/c 1 SEC ↗
41 Royal Bank Of Canada 12.53K $343,000 0.0% n/c 1 SEC ↗
42 Invesco Ltd. 9.63K $263,477 0.0% n/c 1 SEC ↗
43 Susquehanna International Group, Llp 8.15K $223,039 0.0% n/c 1 SEC ↗
44 Pnc Financial Services Group, Inc. 6.00K $164,160 0.0% n/c 1 SEC ↗
45 Pnc Financial Services Group, Inc. 6.00K $164,160 0.0% n/c 1 SEC ↗
46 Mirae Asset Global Investments Co.… 5.90K $161,424 0.0% n/c 1 SEC ↗
47 Wells Fargo & Company/Mn 3.97K $108,501 0.0% n/c 1 SEC ↗
48 Wells Fargo & Company/Mn 3.97K $108,501 0.0% n/c 1 SEC ↗
49 Wells Fargo & Company/Mn 3.97K $108,501 0.0% n/c 1 SEC ↗
50 Rockefeller Capital Management L.P. 1.50K $41,040 0.0% n/c 1 SEC ↗
51 National Bank Of Canada /Fi/ 814 $22,279 0.0% n/c 1 SEC ↗
52 Fidelity (FMR) 189 -28.9% $5,181 0.0% ▼ Trim 3 SEC ↗
53 Osaic Holdings, Inc. 96 $2,651 0.0% n/c 1 SEC ↗
54 Bnp Paribas Financial Markets 4 $109 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

Citadel Advisors $495,982 0.0%

Exited

No tracked exits this quarter.

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.

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: Q4 2025 · Methodology · Get this via the API