Security record · archived quarter
EWQ
name pending profile ingest
36Tracked holders
+1Δ holders
5.81MShares held
$264.10MReported value
+3New positions
−2Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ·
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