EWS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -1 | 11.55M | $342.04M | +3 | −4 |
| Q1 2026 | 45 | +1 | 9.69M | $273.12M | +7 | −6 |
| Q4 2025 | 44 | +1 | 5.23M | $143.78M | +1 | — |
| Q3 2025 | 6 | -2 | 3.14M | $89.06M | — | −2 |
| Q2 2025 | 6 | +2 | 2.79M | $72.60M | +3 | −1 |
| Q1 2025 | 2 | -1 | 557.99K | $13.26M | — | −1 |
| Q4 2024 | 3 | -1 | 613.12K | $13.40M | — | −1 |
| Q3 2024 | 4 | +2 | 571.70K | $12.66M | +3 | −1 |
| Q2 2024 | 2 | — | 508.57K | $9.76M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.33M | — | $37.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 894.13K | -42.5% | $25.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 894.13K | -42.5% | $25.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 894.13K | -42.5% | $25.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 441.50K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 441.50K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 441.50K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 441.50K | — | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 398.36K | -11.2% | $11.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 69.33K | -50.3% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 6.92K | +6.0% | $196,153 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $14.95M | was 0.0% |
| Marshall Wace | $1.83M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 14.73M shares, $358.31M 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.