Security record · archived quarter
EWQ
name pending profile ingest
41Tracked holders
+2Δ holders
5.93MShares held
$266.41MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +5.1% ·
share flow +7.7% ·
net new positions +4.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +1 | 5.67M | $257.39M | +3 | −3 |
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.68M | +17.1% | $75.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (passive) | 790.72K | +38.7% | $35.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Allspring Global Investments… | 769.80K | — | $34.63M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 683.98K | — | $30.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Jane Street Group, Llc | 532.86K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 412.79K | — | $18.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 258.74K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 199.92K | — | $8.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 177.46K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Susquehanna International Group, Llp | 70.28K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Hsbc Holdings Plc | 59.07K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | UBS Group AG | 46.42K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Qube Research & Technologies Ltd | 32.81K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 31.35K | New | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 27.18K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Citadel Advisors ✦ | 23.86K | -54.5% | $1.07M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 17 | Bank Julius Baer & Co. Ltd, Zurich | 22.04K | — | $991,712 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | IMC-Chicago, LLC | 17.87K | — | $804,016 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 14.06K | — | $632,388 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mirae Asset Global Investments Co.… | 10.75K | — | $483,643 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 10.14K | — | $457,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Osaic Holdings, Inc. | 10.09K | — | $453,658 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Fisher Asset Management ✦ | 8.81K | -1.1% | $396,234 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 24 | Hrt Financial Lp | 7.71K | — | $346,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 7.39K | New | $332,386 | 0.0% | New | 1 | SEC ↗ |
| 26 | Invesco Ltd. | 5.80K | — | $261,122 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 5.37K | — | $241,509 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wellington Management ✦ | 5.32K | New | $239,527 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.17K | -29.1% | $142,709 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 30 | TD Waterhouse Canada Inc. | 1.51K | — | $67,665 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 677 | +6.0% | $30,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 440 | — | $19,796 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Rockefeller Capital Management L.P. | 391 | — | $17,613 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 356 | — | $16,009 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 225 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 185 | — | $8,323 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citigroup Inc | 113 | — | $5,084 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 101 | — | $4,544 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 96 | — | $4,319 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 48 | — | $2,160 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 12 | — | $540 | 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
| Goldman Sachs Group | $1.41M | 0.0% |
| D. E. Shaw & Co. | $332,386 | 0.0% |
| Wellington Management | $239,527 | 0.0% |
Exited
| Marshall Wace | $2.36M | 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: Q4 2025 ·
Methodology ·
Get this via the API