EWM
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 ✦ | 663.22K | +74.5% | $18.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Goldman Sachs Group ✦ | 635.53K | +12.9% | $18.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Susquehanna International Group, Llp | 391.27K | +4699.7% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 374.30K | -36.3% | $10.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Point72 Asset Management ✦ | 282.60K | New | $8.03M | 0.0% | New | 1 | SEC ↗ |
| 6 | Citigroup Inc | 226.40K | -18.9% | $6.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Jane Street Group, Llc | 200.36K | New | $5.69M | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 198.14K | -5.0% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | Korea Investment CORP | 188.14K | 0.0% | $5.35M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 121.35K | -11.1% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Qube Research & Technologies Ltd | 102.31K | +134.6% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 75.99K | +506.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 64.05K | +118.4% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Kayne Anderson Rudnick Investment… | 52.32K | -2.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 45.04K | +7.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 27.32K | +588.9% | $776,258 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 26.28K | +17.7% | $746,650 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Sumitomo Mitsui Trust Group, Inc. | 21.04K | +12.3% | $597,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 17.41K | +33.2% | $494,564 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 17.03K | -45.2% | $483,851 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 21 | Simplex Trading, Llc | 16.48K | New | $468,054 | 0.0% | New | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 12.18K | +1396.1% | $345,718 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Invesco Ltd. | 10.31K | +7.1% | $292,907 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 6.00K | 0.0% | $170,460 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 2.06K | +37.1% | $58,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 1.34K | +33300.0% | $37,956 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 264 | +39.7% | $7,492 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Fifth Third Bancorp | 100 | New | $2,841 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 93 | -3.1% | $2,642 | 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
| Point72 Asset Management | $8.03M | 0.0% |
| Jane Street Group, Llc | $5.69M | 0.0% |
| Simplex Trading, Llc | $468,054 | 0.0% |
| Fifth Third Bancorp | $2,841 | 0.0% |
Exited
| State Of Wisconsin Investment… | $2.36M | was 0.0% |
| Hsbc Holdings Plc | $848,274 | was 0.0% |
| Citadel Advisors | $495,982 | was 0.0% |
| Mirae Asset Global… | $161,424 | 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.