EWO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +17.3% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 20.49K | $831,732 | n/a | n/a |
| Q2 2026 | 18 | -1 | 802.81K | $33.92M | +4 | −6 |
| Q1 2026 | 20 | +6 | 883.95K | $31.34M | +7 | −1 |
| Q4 2025 | 14 | -2 | 753.79K | $26.74M | n/a | −2 |
| Q3 2025 | 4 | 0 | 250.05K | $7.75M | n/a | n/a |
| Q2 2025 | 2 | +1 | 46.18K | $1.36M | +1 | n/a |
| Q4 2024 | 1 | 0 | 23.96K | $502,419 | n/a | n/a |
| Q3 2024 | 1 | 0 | 30.30K | $691,575 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.56K | $252,510 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cibc World Market Inc. | 314.65K | -1.3% | $11.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 263.37K | +4.9% | $9.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Focus Partners Wealth | 50.17K | -3.6% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 45.68K | New | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 39.86K | -2.6% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 39.59K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mariner, LLC | 20.84K | -2.6% | $738,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 17.55K | +1101.8% | $622,045 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 14.97K | -2.0% | $530,758 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 14.68K | -3.9% | $520,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 13.57K | New | $481,021 | 0.0% | New | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 13.29K | 0.0% | $470,990 | 0.0% | Held | 2 | SEC ↗ |
| 13 | UBS Group AG | 11.87K | +8.5% | $420,792 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Invesco Ltd. | 8.15K | New | $288,953 | 0.0% | New | 1 | SEC ↗ |
| 15 | Blair William & Co/Il | 7.00K | 0.0% | $248,150 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 5.70K | New | $201,900 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.29K | +59.1% | $82,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 592 | New | $20,986 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 85 | 0.0% | $3,007 | 0.0% | Held | 4 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 53 | New | $1,879 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.62M | 0.0% |
| Citadel Advisors | $1.40M | 0.0% |
| Susquehanna International… | $481,021 | 0.0% |
| Invesco Ltd. | $288,953 | 0.0% |
| Envestnet Asset Management Inc | $201,900 | 0.0% |
| Fifth Third Bancorp | $20,986 | 0.0% |
| UBS AM, a distinct business… | $1,879 | 0.0% |
Exited
| Bank Of America Corp /De/ | $166,993 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 1.90M shares, $66.27M 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.