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Security record

EWQ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
36Tracked holders
+1Δ holders
5.81MShares held
$264.10MReported value
+3New positions
−2Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.9% · share flow -14.5% · net new positions +2.8%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 +1 5.81M $264.10M +3 −2
Q1 2026 36 -5 6.80M $294.88M +3 −8
Q4 2025 41 +2 5.93M $266.41M +3 −1
Q3 2025 7 -1 2.12M $93.21M +1 −2
Q2 2025 6 -1 1.34M $57.25M +1 −2
Q1 2025 5 0 102.56K $4.08M +1 −1
Q4 2024 5 +1 312.27K $11.20M +2 −1
Q3 2024 4 -1 194.21K $7.85M +1 −2
Q2 2024 5 330.80K $12.50M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.12M +20.7% $96.26M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 2.12M +20.7% $96.26M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 2.12M +20.7% $96.26M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 2.12M +20.7% $96.26M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 2.12M +20.7% $96.26M 0.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 808.46K -58.9% $36.73M 0.0% ▼ Trim 5 SEC ↗
7 BlackRock (passive) 808.46K -58.9% $36.73M 0.0% ▼ Trim 5 SEC ↗
8 BlackRock (passive) 808.46K -58.9% $36.73M 0.0% ▼ Trim 5 SEC ↗
9 Allspring Global Investments… 566.78K -0.2% $25.75M 0.0% ▼ Trim 3 SEC ↗
10 Lido Advisors, LLC 551.59K +15.8% $25.06M 0.1% ▲ Add 3 SEC ↗
11 Lido Advisors, LLC 551.59K +15.8% $25.06M 0.1% ▲ Add 3 SEC ↗
12 Lido Advisors, LLC 551.59K +15.8% $25.06M 0.1% ▲ Add 3 SEC ↗
13 Lido Advisors, LLC 551.59K +15.8% $25.06M 0.1% ▲ Add 3 SEC ↗
14 Jane Street Group, Llc 483.48K -55.3% $21.96M 0.0% ▼ Trim 3 SEC ↗
15 Jane Street Group, Llc 483.48K -55.3% $21.96M 0.0% ▼ Trim 3 SEC ↗
16 Ameriprise Financial Inc 256.12K +304.1% $11.64M 0.0% ▲ Add 3 SEC ↗
17 Ameriprise Financial Inc 256.12K +304.1% $11.64M 0.0% ▲ Add 3 SEC ↗
18 Ameriprise Financial Inc 256.12K +304.1% $11.64M 0.0% ▲ Add 3 SEC ↗
19 LPL Financial LLC 203.50K -14.7% $9.25M 0.0% ▼ Trim 3 SEC ↗
20 HighTower Advisors, LLC 147.67K +0.3% $6.71M 0.0% ▲ Add 3 SEC ↗
21 UBS Group AG 138.68K +237.4% $6.30M 0.0% ▲ Add 3 SEC ↗
22 UBS Group AG 138.68K +237.4% $6.30M 0.0% ▲ Add 3 SEC ↗
23 Bank Of America Corp /De/ 113.52K -2.9% $5.16M 0.0% ▼ Trim 3 SEC ↗
24 Bank Of America Corp /De/ 113.52K -2.9% $5.16M 0.0% ▼ Trim 3 SEC ↗
25 Royal Bank Of Canada 93.83K -2.3% $4.26M 0.0% ▼ Trim 3 SEC ↗
26 Royal Bank Of Canada 93.83K -2.3% $4.26M 0.0% ▼ Trim 3 SEC ↗
27 Royal Bank Of Canada 93.83K -2.3% $4.26M 0.0% ▼ Trim 3 SEC ↗
28 JPMorgan Chase 84.72K +3.4% $3.83M 0.0% ▲ Add 4 SEC ↗
29 JPMorgan Chase 84.72K +3.4% $3.83M 0.0% ▲ Add 4 SEC ↗
30 JPMorgan Chase 84.72K +3.4% $3.83M 0.0% ▲ Add 4 SEC ↗
31 JPMorgan Chase 84.72K +3.4% $3.83M 0.0% ▲ Add 4 SEC ↗
32 Susquehanna International Group, Llp 83.14K +164.4% $3.78M 0.0% ▲ Add 3 SEC ↗
33 Wells Fargo & Company/Mn 35.42K -8.7% $1.61M 0.0% ▼ Trim 3 SEC ↗
34 Wells Fargo & Company/Mn 35.42K -8.7% $1.61M 0.0% ▼ Trim 3 SEC ↗
35 Wells Fargo & Company/Mn 35.42K -8.7% $1.61M 0.0% ▼ Trim 3 SEC ↗
36 Hsbc Holdings Plc 30.54K -0.8% $1.39M 0.0% ▼ Trim 3 SEC ↗
37 Hsbc Holdings Plc 30.54K -0.8% $1.39M 0.0% ▼ Trim 3 SEC ↗
38 Bank Julius Baer & Co. Ltd, Zurich 22.04K 0.0% $1.00M 0.0% Held 3 SEC ↗
39 Invesco Ltd. 19.36K +16.1% $879,616 0.0% ▲ Add 3 SEC ↗
40 Simplex Trading, Llc 16.30K New $740,463 0.0% New 1 SEC ↗
41 D. E. Shaw & Co. 14.05K +115.7% $638,201 0.0% ▲ Add 3 SEC ↗
42 Envestnet Asset Management Inc 7.59K +1.5% $344,914 0.0% ▲ Add 3 SEC ↗
43 Osaic Holdings, Inc. 7.13K +281.2% $323,881 0.0% ▲ Add 3 SEC ↗
44 Osaic Holdings, Inc. 7.13K +281.2% $323,881 0.0% ▲ Add 3 SEC ↗
45 Fisher Asset Management 4.92K -42.5% $223,424 0.0% ▼ Trim 9 SEC ↗
46 TD Waterhouse Canada Inc. 1.51K 0.0% $67,725 0.0% Held 3 SEC ↗
47 Fifth Third Bancorp 1.22K +10.2% $55,380 0.0% ▲ Add 2 SEC ↗
48 Fidelity (FMR) 806 +78.3% $36,595 0.0% ▲ Add 5 SEC ↗
49 National Bank Of Canada /Fi/ 630 New $28,602 0.0% New 1 SEC ↗
50 Pnc Financial Services Group, Inc. 440 0.0% $19,990 0.0% Held 3 SEC ↗
51 Pnc Financial Services Group, Inc. 440 0.0% $19,990 0.0% Held 3 SEC ↗
52 Group One Trading Llc 377 New $17,127 0.0% New 1 SEC ↗
53 Russell Investments Group, Ltd. 287 -19.4% $13,061 0.0% ▼ Trim 3 SEC ↗
54 Bank Of Montreal /Can/ 285 0.0% $12,948 0.0% Held 3 SEC ↗
55 Bnp Paribas Financial Markets 201 +318.8% $9,131 0.0% ▲ Add 3 SEC ↗
56 Citigroup Inc 106 -6.2% $4,816 0.0% ▼ Trim 3 SEC ↗
57 Blair William & Co/Il 101 0.0% $4,588 0.0% Held 3 SEC ↗
58 Rockefeller Capital Management L.P. 78 -78.0% $3,544 0.0% ▼ Trim 3 SEC ↗
59 Jones Financial Companies Lllp 61 0.0% $2,734 0.0% Held 3 SEC ↗
60 UBS AM, a distinct business unit of… 11 0.0% $500 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Simplex Trading, Llc $740,463 0.0%
National Bank Of Canada /Fi/ $28,602 0.0%
Group One Trading Llc $17,127 0.0%

Exited

Northwestern Mutual Wealth… $5,292 was 0.0%
Assetmark, Inc $521 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 8.10M shares, $348.46M 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: Q2 2026 · Methodology · Get this via the API