EWO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -6.5% ·
net new positions -5.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 826.20K | $34.91M | +4 | −5 |
| Q1 2026 | 20 | +6 | 883.95K | $31.34M | +7 | −1 |
| Q4 2025 | 14 | -2 | 753.79K | $26.74M | — | −2 |
| Q3 2025 | 4 | 0 | 250.05K | $7.75M | — | — |
| Q2 2025 | 2 | +1 | 46.18K | $1.36M | +1 | — |
| Q4 2024 | 1 | 0 | 23.96K | $502,419 | — | — |
| Q3 2024 | 1 | 0 | 30.30K | $691,575 | — | — |
| Q2 2024 | 1 | — | 11.56K | $252,510 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cibc World Market Inc. | 323.55K | +2.8% | $13.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 273.65K | +3.9% | $11.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 36.69K | -8.0% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Hrt Financial Lp | 32.95K | New | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 23.39K | +76.1% | $990,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 19.19K | -61.8% | $812,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 18.81K | New | $798,108 | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 14.34K | -4.2% | $607,025 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 14.34K | -4.2% | $607,025 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 14.25K | +20.1% | $603,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 14.25K | +20.1% | $603,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 14.25K | +20.1% | $603,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 14.02K | -20.1% | $593,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 14.02K | -20.1% | $593,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 12.36K | New | $523,307 | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.36K | New | $523,307 | 0.0% | New | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 9.91K | -32.5% | $419,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 9.38K | +309.8% | $397,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 9.38K | +309.8% | $397,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Blair William & Co/Il | 7.00K | 0.0% | $296,275 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Mariner, LLC | 6.85K | -67.1% | $290,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 5.46K | -4.2% | $230,989 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 3.15K | New | $69,984 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 672 | +690.6% | $28,438 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Fifth Third Bancorp | 581 | -1.9% | $24,591 | 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
| Hrt Financial Lp | $1.39M | 0.0% |
| Wealth Enhancement Advisory… | $798,108 | 0.0% |
| Bank Of America Corp /De/ | $523,307 | 0.0% |
| Bank Of America Corp /De/ | $523,307 | 0.0% |
| Bank Of Montreal /Can/ | $69,984 | 0.0% |
Exited
| Jane Street Group, Llc | $1.62M | was 0.0% |
| Citadel Advisors | $1.40M | was 0.0% |
| Susquehanna International… | $481,021 | was 0.0% |
| Invesco Ltd. | $288,953 | was 0.0% |
| UBS AM, a distinct business… | $1,879 | 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.